401(k)
2023 plan-year 401(k) DOL Form 5500

Perfetti Van Melle, Inc. 401(k) Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Perfetti Van Melle USA Inc. · Kentucky · Manufacturing

What the 2023 filing shows

Perfetti Van Melle, Inc. 401(k) Plan and Trust holds $73M for 561 participants — about $130,663 per participant, up 54.8% over the 2023 plan year.

$73M
total plan assets (2023 EOY)
561
covered participants
$130,663
avg assets per participant
+54.8%
assets growth YoY
Total Assets (2023)
$73M
Participants
561
State
Industry
Manufacturing

What the Filing Says About Perfetti Van Melle, Inc. 401(k) Plan and Trust

Perfetti Van Melle, Inc. 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Perfetti Van Melle USA Inc., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $73M in total end-of-year assets and covers 561 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042493964, and the plan has been effective since 1983-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2023 to $73M at year-end — a gain of 54.8%. Net assets (after liabilities) closed the year at $73M, with reported net income of $20M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$73M
Net Assets (End of Year)$73M
Net Income$20M
Plan Type401(k)
Employer EIN042493964
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfetti Van Melle USA Inc.)

Year Plans Participants Total Assets
2022 2 558 $55M
2023 2 616 $77M
2024 1 962 $92M

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the Perfetti Van Melle, Inc. 401(k) Plan and Trust?
As of the 2023 Form 5500 filing, Perfetti Van Melle, Inc. 401(k) Plan and Trust holds $73M in total assets with 561 participants. It is sponsored by Perfetti Van Melle USA Inc..
What type of plan is Perfetti Van Melle, Inc. 401(k) Plan and Trust?
Perfetti Van Melle, Inc. 401(k) Plan and Trust is a 401(k) plan. It has been effective since 1983-01-01. The plan is filed with the U.S. Department of Labor under EIN 042493964.
Who sponsors the Perfetti Van Melle, Inc. 401(k) Plan and Trust?
Perfetti Van Melle, Inc. 401(k) Plan and Trust is sponsored by Perfetti Van Melle USA Inc., located in Kentucky. The sponsor's EIN is 042493964 and the plan operates in the Manufacturing industry.
How did Perfetti Van Melle, Inc. 401(k) Plan and Trust perform in 2023?
Perfetti Van Melle, Inc. 401(k) Plan and Trust grew by 54.8% during 2023, moving from $47M to $73M in total assets. Net income was $20M.
Where can I find official filings for Perfetti Van Melle, Inc. 401(k) Plan and Trust?
Official Form 5500 filings for Perfetti Van Melle, Inc. 401(k) Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042493964 or plan name at efast.dol.gov.
How does Perfetti Van Melle, Inc. 401(k) Plan and Trust compare to other plans?
You can compare Perfetti Van Melle, Inc. 401(k) Plan and Trust against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042493964.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.