401(k) · DOL Form 5500 · 2023

Perfetti Van Melle USA Inc. 401(k) Plan

Data updated 2026-08-11

$73M
Total assets
561
Participants
89th
Percentile by assets
$130,663
Avg per participant
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Official DOL plan name: Perfetti Van Melle, Inc. 401(k) Plan and Trust · Sponsored by Perfetti Van Melle USA Inc. · Kentucky · Manufacturing

$73M in assets, 561 participants

Perfetti Van Melle USA Inc.'s Perfetti Van Melle, Inc. 401(k) Plan and Trust reported $73M in total assets and 561 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #15,667 in Manufacturing (18,722 peers)

Where Perfetti Van Melle, Inc. 401(k) Plan and Trust sits by assets

Perfetti Van Melle, Inc. 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $73M for 561 participants (~$130,663/participant), up 54.8% in 2023.

$73M
total plan assets (2023 EOY)
561
covered participants
89th
percentile by assets (of 127,072 plans)
$130,663
avg assets per participant

Where Perfetti Van Melle, Inc. 401(k) Plan and Trust sits by total assets

Perfetti Van Melle, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$73,301,716 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Perfetti Van Melle, Inc. 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Perfetti Van Melle, Inc. 401(k) Plan and Trust end-of-year assets rose from $47M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Perfetti Van Melle, Inc. 401(k) Plan and Trust reported participants rose from 498 in the plan year 2022 filing to 561 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Perfetti Van Melle, Inc. 401(k) Plan and Trust vs the 2023 asset distribution

By assets, Perfetti Van Melle, Inc. 401(k) Plan and Trust outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$73M
Net Income$20M
Employer EIN042493964
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfetti Van Melle USA Inc.)

$40M$60M$80M$100M 202220232024 $55M $91.6M ▲ +66.6%
Total plan assets by year, all Perfetti Van Melle USA Inc. plans on file
Year Plans Participants Total Assets
2022 2 558 $55M
2023 2 616 $77M
2024 1 962 $92M

Nearby 401(k) Plans in Kentucky

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

Perfetti Van Melle, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Perfetti Van Melle, …, Total assets ($B): 0.073301716 · Participants: 561Perfetti Van Melle, …Commonspirit Health …, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) P…Lexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Perfetti Van Melle, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Perfetti Van Melle, Inc. 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Perfetti Van Melle, Inc. 401(k) Plan and Trust assets move in 2023?
Perfetti Van Melle, Inc. 401(k) Plan and Trust surged - up 54.8% during 2023, from $47M to $73M. Reported net income was $20M.
How have Perfetti Van Melle USA Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Perfetti Van Melle USA Inc.'s sponsor-wide assets grew 66.6%, from $55M to $92M.
Where does Perfetti Van Melle, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers?
Perfetti Van Melle, Inc. 401(k) Plan and Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Perfetti Van Melle, Inc. 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Ccb 401(k) Retirement Plan in MO ($73M, 467 participants).

Next read for Perfetti Van Melle, Inc. 401(k) Plan and…

Scale reading

Ways to act on Perfetti Van Melle, Inc. 401(k) Plan and Trust's numbers.

  • By total assets, Perfetti Van Melle, Inc. 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
  • Perfetti Van Melle USA Inc.'s sponsor-wide assets have grown 66.6% since 2022 across 3 plan years on file. More Manufacturing plans