Profit Sharing · DOL Form 5500 · 2024

Bella Portia, Inc. Profit Sharing Plan

Data updated 2026-08-25

$175K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$87,500
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$175K in assets, 2 participants

Bella Portia, Inc.'s Bella Portia, Inc. Retirement Plan reported $175K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,578 in Other Services (7,719 peers)

Bella Portia, Inc. multi-year trail

Bella Portia, Inc.'s plans moved +250.0% in assets from 2022 to 2024; this filing shows Bella Portia, Inc. Retirement Plan at $175K / 2 participants.

#1,578
in Other Services (7,719 peers)
+6.1%
assets growth YoY

Bella Portia, Inc. Retirement Plan among the smaller filed plans by assets

Bella Portia, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$175,000 9th percentile higher than 9% of 123,620 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 2024

Bella Portia, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bella Portia, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bella Portia, Inc. Retirement Plan reported net income fell from $115K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • Bella Portia, Inc. Retirement Plan end-of-year assets rose from $165K in the plan year 2023 filing to $175K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 823269280 · Bella Portia, Inc. PY 2024 · Profit Sharing

Bella Portia, Inc. Retirement Plan · $175K · 2 · 9th

  • TYPE $175K
  • NET 2
  • BOOK 9th
  • VS-ST Profit Sharing
  • BOY near Keystone Jtb Incorporated Retirement Plan
  • SCH ind #1578

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 →

Bella Portia, Inc. Retirement Plan in the asset neighbourhood

Bella Portia, Inc. Retirement PlanBella Portia, Inc. Retiremen…$175KKeystone Jtb Incorporated Retirement PlanKeystone Jtb Incorporated Re…$175KBreakwater Donuts Group, Inc. Retirement PlanBreakwater Donuts Group, Inc…$175KCamai Inc. Retirement Plan$175KTitus Rapid Transport, Inc. Retirement PlanTitus Rapid Transport, Inc. …$175K
End-of-year total assets ($M) among Bella Portia, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bella Portia, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bella Portia, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$175K 250% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.05M $0.18M ▲ +260.0%
Year Plans Participants Total Assets
2022 1 2 $50K
2023 1 2 $165K
2024 1 2 $175K

Bella Portia, Inc. filing trail (2024)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)$175K
Net Income$10K
Employer EIN823269280
Plan Effective Date2017-11-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in South Carolina

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

Bella Portia, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Bella Portia, Inc. Retirement Plan, Total assets ($B): 0.000175 · Participants: 2Bella Portia, Inc. Retirement PlanPrisma Health Retirement Savings Plan, Total assets ($B): 2.165121786 · Participants: 29201Prisma Health Retirement Savings PlanUma Retirement Plan, Total assets ($B): 0.847554937 · Participants: 2827Uma Retirement PlanProfit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart, Total assets ($B): 0.248524918 · Participants: 2275Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & StewartScansource, Inc. 401(k) Plan, Total assets ($B): 0.225415995 · Participants: 1401Scansource, Inc. 401(k) PlanUsc School of Medicine Educational Trust Retirement Plan, Total assets ($B): 0.051579073 · Participants: 191Usc School of Medicine Educational Trust Retirement Plan
Bella Portia, Inc. Retirement Plan vs. nearby Profit Sharing plans in South Carolina, assets vs. participants
Compare Bella Portia, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest Profit Sharing by assets is Keystone Jtb Incorporated Retirement Plan in IN ($175K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bella Portia, Inc. Retirement Plan assets move in 2024? ▼
Bella Portia, Inc. Retirement Plan grew at a solid clip - up 6.1% during 2024, from $165K to $175K. Reported net income was $10K.
How have Bella Portia, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bella Portia, Inc.'s sponsor-wide assets grew 250.0%, from $50K to $175K.
Where does Bella Portia, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bella Portia, Inc. Retirement Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bella Portia, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Keystone Jtb Incorporated Retirement Plan in IN ($175K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Bella Portia, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823269280.

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.