ESOP · DOL Form 5500 · 2022

Devita & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
79
Participants Small participant base
35th
Percentile by assets National rank
$27,044
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Devita & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Devita & Associates, Inc. · South Carolina · Professional & Technical Services

$2M in assets, 79 participants

Devita & Associates, Inc.'s Devita & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,787 in Professional & Technical Services (21,562 peers)

Devita & Associates, Inc. multi-year trail

Devita & Associates, Inc.'s plans moved +31.1% in assets from 2022 to 2024; this filing shows Devita & Associates, Inc. Employee Stock Ownership Plan at $2M / 79 participants.

#6,787
in Professional & Technical Services (21,562 peers)
+9.6%
assets growth YoY

Devita & Associates, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Devita & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,136,486 35th percentile higher than 35% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Devita & Associates, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Devita & Associates, Inc. Employee Stock Ownership Plan is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 570784426 · Devita & Associates, Inc. PY 2022 · ESOP

Devita & Associates, Inc. Employee Stock Ownership Plan · $2M · 79 · 35th

  • EOY $2M
  • 5500 79
  • ASSETS 35th
  • PCT ESOP
  • EIN near Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc.
  • RANK ind #6787

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in South Carolina →

Devita & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Devita & Associates, Inc. Employee Stock Ownership PlanDevita & Associates, Inc. Em…$2MAmended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc.Amended and Restated ESOP an…$2MMarket Share, Inc. Employee Stock Ownership PlanMarket Share, Inc. Employee …$2MKatahdin Trust Company Employee Stock Ownership PlanKatahdin Trust Company Emplo…$2MGeotek Engineering and Testing Services, Inc. ESOPGeotek Engineering and Testi…$2M
End-of-year total assets ($M) among Devita & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Devita & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Devita & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.10256080181269% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.78M $11.5M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 170 $9M
2023 2 188 $10M
2024 2 206 $12M

Devita & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$457K
Employer EIN570784426
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Devita & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1001020304050 Total assets ($M) Participants Devita & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.136486 · Participants: 79Devita & Associates, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Devita & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Devita & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Devita & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in CO ($2M); by covered participants it is Pyramax Bank Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Devita & Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Devita & Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2022, from $2M to $2M. Reported net income was $457K.
How have Devita & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devita & Associates, Inc.'s sponsor-wide assets grew 31.1%, from $9M to $12M.
Which ESOP plans are similar in size to Devita & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amended and Restated ESOP and Trust of Metcalf Archaeological Consultants, Inc. in CO ($2M, 41 participants).
Which ESOP plans cover a similar participant headcount to Devita & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pyramax Bank Employee Stock Ownership Plan in WI (79 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 570784426.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.