ESOP · DOL Form 5500 · 2024

Devita & Associates, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
100
Participants Small participant base
29th
Percentile by assets National rank
$19,267
Avg per participant Low balance/head
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Official DOL plan name: Devita & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Devita & Associates, Inc. · South Carolina · Professional & Technical Services

$2M in assets, 100 participants

Devita & Associates, Inc.'s Devita & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,989 in Professional & Technical Services (20,173 peers)

Coverage in South Carolina

Devita & Associates, Inc. Employee Stock Ownership Plan covers 100 participants in South Carolina, about 27% of the average South Carolina filer (state average ~369 per filing). Assets: $2M.

#4,989
in Professional & Technical Services (20,173 peers)
-11.1%
assets change YoY

Devita & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Devita & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,926,722 29th percentile higher than 29% 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

Devita & Associates, Inc. Employee Stock Ownership 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. Devita & Associates, Inc. Employee Stock Ownership Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Devita & Associates, Inc. Employee Stock Ownership Plan reported net income fell from $300K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Devita & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 86 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Devita & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 570784426 · Devita & Associates, Inc. PY 2024 · ESOP

Devita & Associates, Inc. Employee Stock Ownership Plan · $2M · 100 · 29th

  • VS-ST $2M
  • BOY 100
  • SCH 29th
  • EBSA ESOP
  • PART near Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan
  • TYPE ind #4989

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 What is an ESOP? → · Plans in South Carolina →

Devita & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Devita & Associates, Inc. Employee Stock Ownership PlanDevita & Associates, Inc. Em…$2MInfinity Communications & Consulting, Inc. Employee Stock Ownership PlanInfinity Communications & Co…$2MWest Coast Lighting & Energy, Inc. Employee Stock Ownership PlanWest Coast Lighting & Energy…$2MEcc Employee Stock Ownership PlanEcc Employee Stock Ownership…$2MPictura Employee Stock Ownership Plan and TrustPictura Employee Stock Owner…$2M
End-of-year total assets ($M) among Devita & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$30K
Employer EIN570784426
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Devita & Associates, Inc.)

Sponsor-wide plan assets over time

All Devita & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 31.10256080181269% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.78M $11.5M ▲ +31.1%
Year Plans Participants Total Assets
2022 2 170 $9M
2023 2 188 $10M
2024 2 206 $12M

Nearby ESOP Plans in South Carolina

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

Devita & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0102030 Total assets ($M) Participants Devita & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.926722 · Participants: 100Devita & Associates, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.654978 · Participants: 56Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.112249 · Participants: 373Life Cycle Engineering, Inc. Employee Stock Ownership PlanNgroup Employee Stock Ownership Plan, Total assets ($M): 24.95 · Participants: 1859Ngroup Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 20.702964 · Participants: 31Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 16.915451 · Participants: 286Synergi Employee Stock Ownership Plan
Devita & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Devita & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Devita & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is C & C Manufacturing, Inc. Employee Stock Ownership Plan in IN (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Devita & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Devita & Associates, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.1% during 2024, from $2M to $2M. Reported net income was $30K.
How have Devita & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Devita & Associates, Inc.'s sponsor-wide assets grew 31.1%, from $9M to $12M.
Which ESOP plans are similar in size to Devita & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Infinity Communications & Consulting, Inc. Employee Stock Ownership Plan in CA ($2M, 27 participants).
Which ESOP plans cover a similar participant headcount to Devita & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is C & C Manufacturing, Inc. Employee Stock Ownership Plan in IN (100 participants, $4M 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 570784426.

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.