401(k) · DOL Form 5500 · 2023

The Bella Vita Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bella Vita 401(k) · Sponsored by The Bella Vita Corporation · North Carolina · Administrative & Support Services

$2M in assets, 1 participants

The Bella Vita Corporation's Bella Vita 401(k) reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,281 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Bella Vita 401(k) ranks #2,281 of 4,372 2023 filers by assets (1760% of the sector average)-$2M for 1 participant.

#2,281
in Administrative & Support Services (4,372 peers)
+49.0%
assets growth YoY

Bella Vita 401(k) among the smaller filed plans by assets

Bella Vita 401(k) vs every filed plan by assets

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

$1,639,027 28th percentile higher than 28% 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

Bella Vita 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bella Vita 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bella Vita 401(k) reported net income rose from $345K in the plan year 2022 filing to $539K in the plan year 2023 filing.
  • Bella Vita 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870964015 · The Bella Vita Corporation PY 2023 · 401(k)

Bella Vita 401(k) · $2M · 1 · 28th

  • PCT $2M
  • EIN 1
  • RANK 28th
  • PHOTO 401(k)
  • IND near Metro Equity Management, LLC Retirement Savings Plan
  • EOY ind #2281

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Bella Vita 401(k) in the asset neighbourhood

Bella Vita 401(k)$2MMetro Equity Management, LLC Retirement Savings PlanMetro Equity Management, LLC…$2MHugh Med Group Inc 401(k) Profit Sharing Plan & TrustHugh Med Group Inc 401(k) Pr…$2MLbpo Management, LLC 401(k) PlanLbpo Management, LLC 401(k) …$2MOapc Savings Plan$2M
End-of-year total assets ($M) among Bella Vita 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$539K
Employer EIN870964015
Plan Effective Date2021-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bella Vita Corporation)

Sponsor-wide plan assets over time

All The Bella Vita Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.99211094865024% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.1M $1.24M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 3 $1M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bella Vita 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Bella Vita 401(k), Total assets ($B): 0.001639027 · Participants: 1Bella Vita 401(k)The Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Bella Vita 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bella Vita 401(k) side-by-side with 3 peers →

Bella Vita 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Metro Equity Management, LLC Retirement Savings Plan in MN ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Bella Vita 401(k) assets move in 2023? ▼
Bella Vita 401(k) surged - up 49.0% during 2023, from $1M to $2M. Reported net income was $539K.
How have The Bella Vita Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bella Vita Corporation's sponsor-wide assets grew 13.0%, from $1M to $1M.
Which 401(k) plans are similar in size to Bella Vita 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Metro Equity Management, LLC Retirement Savings Plan in MN ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Bella Vita 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 870964015.

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.