Profit Sharing · DOL Form 5500 · 2023

Iatesta Business Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$549,305
Avg per participant High balance/head
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Official DOL plan name: Iatesta Business Holdings Inc. Retirement Plan · Sponsored by Iatesta Business Holdings Inc. · Pennsylvania · Retail Trade

$1M in assets, 2 participants

Iatesta Business Holdings Inc.'s Iatesta Business Holdings Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,101 in Retail Trade (8,414 peers)

Iatesta Business Holdings Inc. multi-year trail

Iatesta Business Holdings Inc.'s plans moved -56.4% in assets from 2023 to 2024; this filing shows Iatesta Business Holdings Inc. Retirement Plan at $1M / 2 participants.

#3,101
in Retail Trade (8,414 peers)
$1M
reported net income

Iatesta Business Holdings Inc. Retirement Plan among the smaller filed plans by assets

Iatesta Business Holdings Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,098,610 24th percentile higher than 24% of 127,068 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 2023

Iatesta Business Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatesta Business Holdings Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 931498219 · Iatesta Business Holdings Inc. PY 2023 · Profit Sharing

Iatesta Business Holdings Inc. Retirement Plan · $1M · 2 · 24th

  • IND $1M
  • EOY 2
  • 5500 24th
  • ASSETS Profit Sharing
  • PCT near Bdr, Inc. Pension Plan
  • EIN ind #3101

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Iatesta Business Holdings Inc. Retirement Plan in the asset neighbourhood

Iatesta Business Holdings Inc. Retirement PlanIatesta Business Holdings In…$1MBdr, Inc. Pension Plan$1MMaurice Reisman P.C. Profit Sharing PlanMaurice Reisman P.C. Profit …$1MGlobal Construction Services, Inc. Employee Profit Sharing Plan and TrustGlobal Construction Services…$1MGregory G. Kluthe Cpa Profit Sharing PlanGregory G. Kluthe Cpa Profit…$1M
End-of-year total assets ($M) among Iatesta Business Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Iatesta Business Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iatesta Business Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$479K 56.39599129809486% vs 2023
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 20232024 $1.1M $0.48M ▼ -56.4%
Year Plans Participants Total Assets
2023 1 2 $1M
2024 1 2 $479K

Iatesta Business Holdings Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN931498219
Plan Effective Date2023-05-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Iatesta Business Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Iatesta Business Holdings Inc. Retirement Plan, Total assets ($B): 0.00109861 · Participants: 2Iatesta Business Holdings Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Iatesta Business Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Iatesta Business Holdings Inc. Retirement Plan side-by-side with 3 peers →

Iatesta Business Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Bdr, Inc. Pension Plan in CT ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Iatesta Business Holdings Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Iatesta Business Holdings Inc.'s sponsor-wide assets declined 56.4%, from $1M to $479K.
Where does Iatesta Business Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Iatesta Business Holdings Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Iatesta Business Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bdr, Inc. Pension Plan in CT ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Iatesta Business Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931498219.

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.