Profit Sharing · DOL Form 5500 · 2023

Perfetto Vita, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
16
Participants Small participant base
33rd
Percentile by assets National rank
$158,710
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Perfetto Vita, Inc. Retirement Plan · Sponsored by Perfetto Vita, Inc. · South Carolina · Other Services

$3M in assets, 16 participants

Perfetto Vita, Inc.'s Perfetto Vita, Inc. Retirement Plan reported $3M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,526 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Perfetto Vita, Inc. Retirement Plan ranks #4,526 of 7,857 2023 filers by assets (790% of the sector average)-$3M for 16 participants.

#4,526
in Other Services (7,857 peers)
+54.9%
assets growth YoY

Perfetto Vita, Inc. Retirement Plan among the smaller filed plans by assets

Perfetto Vita, Inc. Retirement Plan vs every filed plan by assets

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

$2,539,360 33rd percentile higher than 33% 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

Perfetto Vita, Inc. Retirement 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. Perfetto Vita, Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perfetto Vita, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Perfetto Vita, Inc. Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $900K in the plan year 2023 filing.
  • Perfetto Vita, Inc. Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 814815671 · Perfetto Vita, Inc. PY 2023 · Profit Sharing

Perfetto Vita, Inc. Retirement Plan · $3M · 16 · 33rd

  • IND $3M
  • EOY 16
  • 5500 33rd
  • ASSETS Profit Sharing
  • PCT near The Kaufman Law Group Profit Sharing Plan
  • EIN ind #4526

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 South Carolina →

Perfetto Vita, Inc. Retirement Plan in the asset neighbourhood

Perfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$3MThe Kaufman Law Group Profit Sharing PlanThe Kaufman Law Group Profit…$3MMayborn Enterprises Thrift Incentive Plan and TrustMayborn Enterprises Thrift I…$3MGuggenheim Asher Associates Inc Profit Sharing PlanGuggenheim Asher Associates …$3MHmri Retirement Plan$3M
End-of-year total assets ($M) among Perfetto Vita, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$900K
Employer EIN814815671
Plan Effective Date2017-02-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfetto Vita, Inc.)

Sponsor-wide plan assets over time

All Perfetto Vita, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 38.74553643579633% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.64M $2.27M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 16 $3M
2024 1 13 $2M

Nearby Profit Sharing Plans in South Carolina

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

Perfetto Vita, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Perfetto Vita, Inc. Retirement Plan, Total assets ($B): 0.00253936 · Participants: 16Perfetto Vita, Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 1.879344092 · Participants: 28745Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.756341776 · Participants: 2510Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.221764297 · Participants: 2301Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.215941695 · Participants: 1515Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.044780532 · Participants: 197Usc School of Medicine Educational Trust Retirement Plan
Perfetto Vita, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Perfetto Vita, Inc. Retirement Plan side-by-side with 3 peers →

Perfetto Vita, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside South Carolina, the nearest Profit Sharing by assets is The Kaufman Law Group Profit Sharing Plan in CA ($3M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Perfetto Vita, Inc. Retirement Plan assets move in 2023? ▼
Perfetto Vita, Inc. Retirement Plan surged - up 54.9% during 2023, from $2M to $3M. Reported net income was $900K.
How have Perfetto Vita, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perfetto Vita, Inc.'s sponsor-wide assets grew 38.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Perfetto Vita, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Kaufman Law Group Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Perfetto Vita, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants, $10M 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 814815671.

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.