Profit Sharing · DOL Form 5500 · 2023
Bellavantage Inc. Profit Sharing Plan
Data updated 2026-08-25
- $711K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $710,826
- Avg per participant High balance/head
Official DOL plan name: Bellavantage Inc. Retirement Plan · Sponsored by Bellavantage Inc. · Texas · Other Services
$711K in assets, 1 participants
Bellavantage Inc.'s Bellavantage Inc. Retirement Plan reported $711K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #3,434 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Bellavantage Inc. Retirement Plan ranks #3,434 of 7,857 2023 filers by assets (2824% of the sector average)-$711K for 1 participant.
- #3,434
- in Other Services (7,857 peers)
- $711K
- reported net income
Bellavantage Inc. Retirement Plan among the smaller filed plans by assets
Bellavantage Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$710,826 21st percentile higher than 21% 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
Bellavantage 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. Bellavantage Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 922518765 · Bellavantage Inc. PY 2023 · Profit Sharing
Bellavantage Inc. Retirement Plan · $711K · 1 · 21st
- EOY $711K
- 5500 1
- ASSETS 21st
- PCT Profit Sharing
- EIN near Profit Sharing Retirement Plan for Va Building Services of Roanoke, Inc.
- RANK ind #3434
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 Other Services retirement plans → · Plans in Texas →
Bellavantage Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $711K |
| Net Income | $711K |
| Employer EIN | 922518765 |
| Plan Effective Date | 2023-03-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellavantage Inc.)
Sponsor-wide plan assets over time
All Bellavantage Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190K 73.33074479549144% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $711K |
| 2024 | 1 | 1 | $190K |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Bellavantage Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Profit Sharing Retirement Plan for Va Building Services of Roanoke, Inc. in VA ($711K); by covered participants it is Jdb Associates of the Triad, Inc. Retirement Plan in NC (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($711K here).
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.