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Bonadio & Co., LLP

Matched across 32 name variants in the filings

Bonadio & Co., LLP summary

Bonadio & Co., LLP appears on 111 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $45.3B in assets for 342,567 participants. The median client plan holds $80.3M. Most client plans are sponsored in NY, CT and MI. The largest clients by plan assets are University of Rochester, Board of Trustees-New York State Nurses Association Pension Plan and Cornell University. Plans reported $2.7M in direct and indirect compensation paid to Bonadio & Co., LLP. The median is $17K per plan.

Participants
342,567
Median plan assets
$80.3M
Median plan participants
885
Median fees per plan
$17K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
University of RochesterNY$8.0B47,731
Board of Trustees-New York State Nurses Association Pension PlanNY$6.6B47,291
Cornell University, plan 001NY$3.3B27,549
Avangrid Management Company, LLC, plan 003CT$3.0B10,560
Cornell University, plan 003NY$2.7B18,403
Echostar CorporationCO$2.1B17,137
Central Maine Power CompanyCT$1.6B8,230
Avangrid Management Company LLC, plan 001CT$1.6B7,889
Clean Harbors Enviromental Services, Inc.MA$1.4B23,367
Constellation Brands, Inc.NY$1.2B5,192
General Committee of Adjustment for the Lines, CSX-Western Lines, CSX-NY$980M5,622
National Fuel Gas CompanyNY$865M2,986
IBEW Local 1249 Pension Fund Board of TrusteesNY$793M5,286
Nixon Peabody LLPNY$716M916
Colgate UniversityNY$622M2,771
Carestream Health, Inc. Retirement SavinNY$403M1,702
Community Care Physicians PLLCNY$396M2,961
United Associated Pension Fund Local 13NY$394M1,434
Kering Americas, IncNJ$391M6,432
Hamilton CollegeNY$386M1,904
The United Illuminating CompanyCT$315M965
Capital District Physicians Health Plan, Inc.NY$294M1,770
IBEW Local No. 86 Pension Fund Board of TrusteesNY$285M1,748
Karoun Dairies, LLCCA$282M3,075
New York State United TeachersNY$274M618

Top client states

  • NY84 plans
  • CT9 plans
  • MI3 plans
  • PA3 plans
  • CO2 plans

Frequently asked questions

Who uses Bonadio & Co., LLP?
111 retirement plans list Bonadio & Co., LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include University of Rochester, Board of Trustees-New York State Nurses Association Pension Plan, Cornell University and Avangrid Management Company, LLC. Most client plans are sponsored in NY, CT and MI.
How many plans does Bonadio & Co., LLP serve?
Bonadio & Co., LLP serves 111 retirement plans with $45.3B in plan assets and 342,567 participants, based on the latest Form 5500 filings through 2024.
What does Bonadio & Co., LLP charge?
Plans reported $2.7M in total Schedule C compensation paid to Bonadio & Co., LLP. The median plan paid $17K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served111+25 YoYRank #199 of mapped providers
Assets under administration$45.3B0.0%Rank #450 by share of filed assets
Fees received$3MMedian $17,415/planSum across Schedule C direct + indirect
Net wins YoY+1021 won - 11 lostPlan-level switch detection

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