401(k) · DOL Form 5500 · 2023
Devita & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $78,989
- Avg per participant Below avg balance/head
Official DOL plan name: Devita & Associates, Inc. Savings and Investment Plan · Sponsored by Devita & Associates, Inc. · South Carolina · Professional & Technical Services
$8M in assets, 102 participants
Devita & Associates, Inc.'s Devita & Associates, Inc. Savings and Investment Plan reported $8M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,648 in Professional & Technical Services (20,321 peers)
Coverage in South Carolina
Devita & Associates, Inc. Savings and Investment Plan covers 102 participants in South Carolina, about 28% of the average South Carolina filer (state average ~369 per filing). Assets: $8M.
- #10,648
- in Professional & Technical Services (20,321 peers)
- +21.3%
- assets growth YoY
Devita & Associates, Inc. Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Devita & Associates, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,056,851 Top 46% higher than 54% of 127,068 filed plans
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. Savings and Investment Plan among mid-size 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. Savings and Investment Plan sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Devita & Associates, Inc. Savings and Investment Plan reported net income rose from -$795K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Devita & Associates, Inc. Savings and Investment Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Devita & Associates, Inc. Savings and Investment Plan reported participants rose from 91 in the plan year 2022 filing to 102 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 570784426 · Devita & Associates, Inc. PY 2023 · 401(k)
Devita & Associates, Inc. Savings and Investment Plan · $8M · 102 · 54th
- IND $8M
- IND 102
- IND 54th
- IND 401(k)
- IND near Wisconsin Metal Parts, Inc. Employee Savings Plan
- IND ind #10648
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 Professional & Technical Services retirement plans → · Plans in South Carolina →
Devita & Associates, Inc. Savings and Investment Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 570784426 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Devita & Associates, Inc.)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 170 | $9M |
| 2023 | 2 | 188 | $10M |
| 2024 | 2 | 206 | $12M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Devita & Associates, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Wisconsin Metal Parts, Inc. Employee Savings Plan in WI ($8M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- Air-Land Transport Service, Inc. 401(k) Plan (IL) 102 · 0 off
- Anchor Subaru, LLC 401(k) Plan (RI) 102 · 0 off
- Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
- Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.