401(k) · DOL Form 5500 · 2022

Collette Travel Services, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
339
Participants Below avg headcount
89th
Percentile by assets National rank
$157,915
Avg per participant Above avg balance/head
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Official DOL plan name: Collette Travel Profit Sharing/401(k) Plan & Trust · Sponsored by Collette Travel Services, Inc. · Rhode Island · Other Services

$54M in assets, 339 participants

Collette Travel Services, Inc.'s Collette Travel Profit Sharing/401(k) Plan & Trust reported $54M in total assets and 339 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,987 in Other Services (8,398 peers)

Coverage in Rhode Island

Collette Travel Profit Sharing/401(k) Plan & Trust covers 339 participants in Rhode Island, about 23% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $54M.

#7,987
in Other Services (8,398 peers)
-22.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Collette Travel Profit Sharing/401(k) Plan & Trust's outsized position by total assets

Collette Travel Profit Sharing/401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$53,533,085 Top 11% higher than 89% of 139,123 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 2022

Collette Travel Profit Sharing/401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Collette Travel Profit Sharing/401(k) Plan & Trust sits mid-pack in the medium band (339 participants).

Published 5500 schedule card

Filing strip 050298245 · Collette Travel Services, Inc. PY 2022 · 401(k)

Collette Travel Profit Sharing/401(k) Plan & Trust · $54M · 339 · 89th

  • TYPE $54M
  • NET 339
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Dobbs Companies 401(k) Retirement Plan
  • SCH ind #7987

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 Rhode Island →

Collette Travel Profit Sharing/401(k) Plan & Trust in the asset neighbourhood

Dobbs Companies 401(k) Retirement PlanDobbs Companies 401(k) Retir…$54MCollette Travel Profit Sharing/401(k) Plan & TrustCollette Travel Profit Shari…$54MAdnet Systems, Inc. 401(k) PlanAdnet Systems, Inc. 401(k) P…$54MNutramax Laboratories, Inc. 401(k) Profit Sharing PlanNutramax Laboratories, Inc. …$54MDyson, Inc. 401(k) Plan$54M
End-of-year total assets ($M) among Collette Travel Profit Sharing/401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$54M
Net Income-$15M
Employer EIN050298245
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collette Travel Services, Inc.)

Sponsor-wide plan assets over time

All Collette Travel Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 44.189431638397075% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.5M $77.2M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 339 $54M
2023 1 451 $64M
2024 1 579 $77M

Nearby 401(k) Plans in Rhode Island

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

Collette Travel Profit Sharing/401(k) Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Collette Travel Profit Sharing/401(k) Plan & Trust, Total assets ($B): 0.053533085 · Participants: 339Collette Travel Profit Sharing/401(k) Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Collette Travel Profit Sharing/401(k) Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Collette Travel Profit Sharing/401(k) Plan & Trust side-by-side with 3 peers →

Collette Travel Profit Sharing/401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Dobbs Companies 401(k) Retirement Plan in NM ($54M); by covered participants it is Golden West Food Group 401(k) Plan in CA (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (339 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Collette Travel Profit Sharing/401(k) Plan & Trust assets move in 2022? ▼
Collette Travel Profit Sharing/401(k) Plan & Trust declined sharply - down 22.2% during 2022, from $69M to $54M. Reported net income was -$15M.
How have Collette Travel Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collette Travel Services, Inc.'s sponsor-wide assets grew 44.2%, from $54M to $77M.
Where does Collette Travel Profit Sharing/401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Collette Travel Profit Sharing/401(k) Plan & Trust ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Collette Travel Profit Sharing/401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dobbs Companies 401(k) Retirement Plan in NM ($54M, 1,224 participants).
Which 401(k) plans cover a similar participant headcount to Collette Travel Profit Sharing/401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Golden West Food Group 401(k) Plan in CA (339 participants, $608K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050298245.

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.