401(k) · DOL Form 5500 · 2022

Kelly & Picerne, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
427
Participants Below avg headcount
81st
Percentile by assets National rank
$63,164
Avg per participant Low balance/head
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Official DOL plan name: Kelly & Picerne, Inc. Savings & Retirement Plan · Sponsored by Kelly & Picerne, Inc. · Rhode Island · Real Estate

$27M in assets, 427 participants

Kelly & Picerne, Inc.'s Kelly & Picerne, Inc. Savings & Retirement Plan reported $27M in total assets and 427 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,641 in Real Estate (5,057 peers)

Coverage in Rhode Island

Kelly & Picerne, Inc. Savings & Retirement Plan covers 427 participants in Rhode Island, about 29% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $27M.

#4,641
in Real Estate (5,057 peers)
-21.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kelly & Picerne, Inc. Savings & Retirement Plan's outsized position by total assets

Kelly & Picerne, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$26,971,028 Top 19% higher than 81% 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

Kelly & Picerne, Inc. Savings & Retirement Plan 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. Kelly & Picerne, Inc. Savings & Retirement Plan sits mid-pack in the medium band (427 participants).

Published 5500 schedule card

Filing strip 050243936 · Kelly & Picerne, Inc. PY 2022 · 401(k)

Kelly & Picerne, Inc. Savings & Retirement Plan · $27M · 427 · 81st

  • 5500 $27M
  • ASSETS 427
  • PCT 81st
  • EIN 401(k)
  • RANK near William C. Smith & Co. 401(k) Plan
  • PHOTO ind #4641

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 Real Estate retirement plans → · Plans in Rhode Island →

Kelly & Picerne, Inc. Savings & Retirement Plan in the asset neighbourhood

Kelly & Picerne, Inc. Savings & Retirement PlanKelly & Picerne, Inc. Saving…$27MWilliam C. Smith & Co. 401(k) PlanWilliam C. Smith & Co. 401(k…$27MColors & Effects USA LLC 401(k) PlanColors & Effects USA LLC 401…$27MGreenleaf Nursery Co. 401(k) Profit Sharing PlanGreenleaf Nursery Co. 401(k)…$27MSchaumburg Toyota, Inc. Profit Sharing and 401(k) PlanSchaumburg Toyota, Inc. Prof…$27M
End-of-year total assets ($M) among Kelly & Picerne, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$27M
Net Income-$7M
Employer EIN050243936
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly & Picerne, Inc.)

Sponsor-wide plan assets over time

All Kelly & Picerne, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 31.79901040479436% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $35.6M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 427 $27M
2023 1 397 $32M
2024 1 401 $36M

Nearby 401(k) Plans in Rhode Island

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

Kelly & Picerne, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Kelly & Picerne, Inc. Savings & Retirement Plan, Total assets ($B): 0.026971028 · Participants: 427Kelly & Picerne, Inc. Savings & Retirement PlanCVS 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
Kelly & Picerne, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Kelly & Picerne, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Kelly & Picerne, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is William C. Smith & Co. 401(k) Plan in DC ($27M); by covered participants it is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Kelly & Picerne, Inc. Savings & Retirement Plan assets move in 2022? ▼
Kelly & Picerne, Inc. Savings & Retirement Plan declined sharply - down 21.7% during 2022, from $34M to $27M. Reported net income was -$7M.
How have Kelly & Picerne, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly & Picerne, Inc.'s sponsor-wide assets grew 31.8%, from $27M to $36M.
Where does Kelly & Picerne, Inc. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Kelly & Picerne, Inc. Savings & Retirement Plan ranks in the 81st 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 Kelly & Picerne, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is William C. Smith & Co. 401(k) Plan in DC ($27M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Kelly & Picerne, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer College Caterers, Inc. Profit Sharing Plan in TN (427 participants, $15M 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 050243936.

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.