Profit Sharing · DOL Form 5500 · 2024

Perfetto Vita, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
31st
Percentile by assets National rank
$174,997
Avg per participant Above avg balance/head
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Official DOL plan name: Perfetto Vita, Inc. Retirement Plan · Sponsored by Perfetto Vita, Inc. · South Carolina · Other Services

$2M in assets, 13 participants

Perfetto Vita, Inc.'s Perfetto Vita, Inc. Retirement Plan reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,249 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Perfetto Vita, Inc. Retirement Plan ranks #4,249 of 7,719 2024 filers by assets (882% of the sector average)-$2M for 13 participants.

#4,249
in Other Services (7,719 peers)
-10.4%
assets change YoY

The plan reported a net loss of $264K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$2,274,962 31st percentile higher than 31% 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

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Perfetto Vita, Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Perfetto Vita, Inc. Retirement Plan reported net income fell from $900K in the plan year 2023 filing to -$264K in the plan year 2024 filing.
  • Perfetto Vita, Inc. Retirement Plan reported participants fell from 16 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Perfetto Vita, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814815671 · Perfetto Vita, Inc. PY 2024 · Profit Sharing

Perfetto Vita, Inc. Retirement Plan · $2M · 13 · 31st

  • NET $2M
  • BOOK 13
  • VS-ST 31st
  • BOY Profit Sharing
  • SCH near Nicholas R. Sabatine, III, P.C. Profit Sharing Plan
  • EBSA ind #4249

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

Nicholas R. Sabatine, III, P.C. Profit Sharing PlanNicholas R. Sabatine, III, P…$2MPti Retirement Plan$2MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$2MGpr Orthopedics, P.S.C. Retirement PlanGpr Orthopedics, P.S.C. Reti…$2MOwden Corp. Retirement Plan$2M
End-of-year total assets ($M) among Perfetto Vita, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$264K
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 -0.500.511.522.5 Total assets ($B) Participants Perfetto Vita, Inc. Retirement Plan, Total assets ($B): 0.002274962 · Participants: 13Perfetto Vita, 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
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 Nicholas R. Sabatine, III, P.C. Profit Sharing Plan in PA ($2M); by covered participants it is Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Perfetto Vita, Inc. Retirement Plan assets move in 2024? ▼
Perfetto Vita, Inc. Retirement Plan pulled back noticeably - down 10.4% during 2024, from $3M to $2M. Reported net income was -$264K.
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 Nicholas R. Sabatine, III, P.C. Profit Sharing Plan in PA ($2M, 4 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 Rolls Anderson & Rolls Profit Sharing Plan in CA (13 participants, $11M 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 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.