ESOP · DOL Form 5500 · 2023

Devita & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
86
Participants Small participant base
31st
Percentile by assets National rank
$25,191
Avg per participant Low balance/head
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Official DOL plan name: Devita & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Devita & Associates, Inc. · South Carolina · Professional & Technical Services

$2M in assets, 86 participants

Devita & Associates, Inc.'s Devita & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,584 in Professional & Technical Services (20,321 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 / 86 participants.

#5,584
in Professional & Technical Services (20,321 peers)
+1.4%
assets growth YoY

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

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

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

$2,166,401 31st percentile higher than 31% 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

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

Plan-year 2023 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 (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Devita & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $457K in the plan year 2022 filing to $300K in the plan year 2023 filing.
  • Devita & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 79 in the plan year 2022 filing to 86 in the plan year 2023 filing.
  • Devita & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570784426 · Devita & Associates, Inc. PY 2023 · ESOP

Devita & Associates, Inc. Employee Stock Ownership Plan · $2M · 86 · 31st

  • TYPE $2M
  • TYPE 86
  • TYPE 31st
  • TYPE ESOP
  • TYPE near Eagle Savings Bank Employee Stock Ownership Plan
  • TYPE ind #5584

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…$2MEagle Savings Bank Employee Stock Ownership PlanEagle Savings Bank Employee …$2MDma Lighting Inc. Employee Stock Ownership PlanDma Lighting Inc. Employee S…$2MKatahdin Trust Company Employee Stock Ownership PlanKatahdin Trust Company Emplo…$2MWilliams & Works Employee Stock Ownership Plan and TrustWilliams & Works Employee St…$2M
End-of-year total assets ($M) among Devita & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$300K
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. 0100200300400 -20020406080 Total assets ($M) Participants Devita & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 2.166401 · Participants: 86Devita & Associates, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, 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 Eagle Savings Bank Employee Stock Ownership Plan in OH ($2M); by covered participants it is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 did Devita & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Devita & Associates, Inc. Employee Stock Ownership Plan edged up modestly - up 1.4% during 2023, from $2M to $2M. Reported net income was $300K.
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 Eagle Savings Bank Employee Stock Ownership Plan in OH ($2M, 30 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 Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (86 participants, $66M 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 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.