Profit Sharing · DOL Form 5500 · 2024

Bella Roman, Inc. Profit Sharing Plan

Data updated 2026-08-25

$329K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$329,325
Avg per participant High balance/head
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Official DOL plan name: Bella Roman, Inc. Retirement Plan · Sponsored by Bella Roman, Inc. · Georgia · Professional & Technical Services

$329K in assets, 1 participants

Bella Roman, Inc.'s Bella Roman, Inc. Retirement Plan reported $329K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,242 in Professional & Technical Services (20,173 peers)

Bella Roman, Inc. multi-year trail

Bella Roman, Inc.'s plans moved +64.7% in assets from 2022 to 2024; this filing shows Bella Roman, Inc. Retirement Plan at $329K / 1 participant.

#2,242
in Professional & Technical Services (20,173 peers)
+31.7%
assets growth YoY

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

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

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

$329,325 14th percentile higher than 14% 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 Roman, 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 Roman, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bella Roman, Inc. Retirement Plan reported net income rose from $50K in the plan year 2023 filing to $79K in the plan year 2024 filing.
  • Bella Roman, Inc. Retirement Plan end-of-year assets rose from $250K in the plan year 2023 filing to $329K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 472852365 · Bella Roman, Inc. PY 2024 · Profit Sharing

Bella Roman, Inc. Retirement Plan · $329K · 1 · 14th

  • EOY $329K
  • EOY 1
  • EOY 14th
  • EOY Profit Sharing
  • EOY near Raap Enterprises Inc. Retirement Plan
  • EOY ind #2242

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Bella Roman, Inc. Retirement Plan in the asset neighbourhood

Bella Roman, Inc. Retirement PlanBella Roman, Inc. Retirement…$329KRaap Enterprises Inc. Retirement PlanRaap Enterprises Inc. Retire…$330KAnton Developers Profit Sharing PlanAnton Developers Profit Shar…$329KRds Aesthetics, Inc. Retirement PlanRds Aesthetics, Inc. Retirem…$330KPhoenix Training Systems, Inc. Profit Sharing PlanPhoenix Training Systems, In…$330K
End-of-year total assets ($M) among Bella Roman, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Bella Roman, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$329K 64.6625% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.2M $0.33M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 1 $200K
2023 1 1 $250K
2024 1 1 $329K

Bella Roman, Inc. filing trail (2024)

Total Assets (Beginning of Year)$250K
Net Assets (End of Year)$329K
Net Income$79K
Employer EIN472852365
Plan Effective Date2015-01-21
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Bella Roman, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Bella Roman, Inc. Retirement Plan, Total assets ($B): 0.000329325 · Participants: 1Bella Roman, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Bella Roman, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Bella Roman, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Profit Sharing by assets is Raap Enterprises Inc. Retirement Plan in UT ($330K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roman, Inc. Retirement Plan assets move in 2024? ▼
Bella Roman, Inc. Retirement Plan surged - up 31.7% during 2024, from $250K to $329K. Reported net income was $79K.
How have Bella Roman, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bella Roman, Inc.'s sponsor-wide assets grew 64.7%, from $200K to $329K.
Where does Bella Roman, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Bella Roman, Inc. Retirement Plan ranks in the 14th 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 Roman, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Raap Enterprises Inc. Retirement Plan in UT ($330K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Bella Roman, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 472852365.

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.