401(k) · DOL Form 5500 · 2024

The Bella Vita Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$414,211
Avg per participant High balance/head
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Official DOL plan name: Bella Vita 401(k) · Sponsored by The Bella Vita Corporation · North Carolina · Administrative & Support Services

$1M in assets, 3 participants

The Bella Vita Corporation's Bella Vita 401(k) reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,138 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Bella Vita 401(k) ranks #2,138 of 4,368 2024 filers by assets (2322% of the sector average)-$1M for 3 participants.

#2,138
in Administrative & Support Services (4,368 peers)
-24.2%
assets change YoY

The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bella Vita 401(k) among the smaller filed plans by assets

Bella Vita 401(k) vs every filed plan by assets

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

$1,242,633 25th percentile higher than 25% 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 Vita 401(k) 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 Vita 401(k) is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bella Vita 401(k) reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Bella Vita 401(k) reported net income fell from $539K in the plan year 2023 filing to -$396K in the plan year 2024 filing.
  • Bella Vita 401(k) end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870964015 · The Bella Vita Corporation PY 2024 · 401(k)

Bella Vita 401(k) · $1M · 3 · 25th

  • EIN $1M
  • EIN 3
  • EIN 25th
  • EIN 401(k)
  • EIN near Dyne Operating 401(k) and Profit Sharing Plan
  • EIN ind #2138

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Bella Vita 401(k) in the asset neighbourhood

Bella Vita 401(k)$1MDyne Operating 401(k) and Profit Sharing PlanDyne Operating 401(k) and Pr…$1MClearbuilt Technologies, Inc. Profit Sharing PlanClearbuilt Technologies, Inc…$1MCollierco Inc. Pension Transfer Trust PlanCollierco Inc. Pension Trans…$1MCgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing PlanCgt U.S. Limited/Textileathe…$1M
End-of-year total assets ($M) among Bella Vita 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$396K
Employer EIN870964015
Plan Effective Date2021-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bella Vita Corporation)

Sponsor-wide plan assets over time

All The Bella Vita Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.99211094865024% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.1M $1.24M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 3 $1M

Nearby 401(k) Plans in North Carolina

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

Bella Vita 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Bella Vita 401(k), Total assets ($B): 0.001242633 · Participants: 3Bella Vita 401(k)The Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Bella Vita 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Bella Vita 401(k) side-by-side with 3 peers →

Bella Vita 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dyne Operating 401(k) and Profit Sharing Plan in AR ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Vita 401(k) assets move in 2024? ▼
Bella Vita 401(k) declined sharply - down 24.2% during 2024, from $2M to $1M. Reported net income was -$396K.
How have The Bella Vita Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bella Vita Corporation's sponsor-wide assets grew 13.0%, from $1M to $1M.
Where does Bella Vita 401(k) rank by assets among Form 5500 filers? ▼
Bella Vita 401(k) ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Bella Vita 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Dyne Operating 401(k) and Profit Sharing Plan in AR ($1M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Bella Vita 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 870964015.

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.