401(k) · DOL Form 5500 · 2022

Calise & Sons Bakery, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
247
Participants Below avg headcount
56th
Percentile by assets National rank
$25,819
Avg per participant Low balance/head
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Official DOL plan name: Calise & Sons Bakery, Inc. Profit Sharing Plan · Sponsored by Calise & Sons Bakery, Inc. · Rhode Island · Manufacturing

$6M in assets, 247 participants

Calise & Sons Bakery, Inc.'s Calise & Sons Bakery, Inc. Profit Sharing Plan reported $6M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,380 in Manufacturing (20,602 peers)

Coverage in Rhode Island

Calise & Sons Bakery, Inc. Profit Sharing Plan covers 247 participants in Rhode Island, about 17% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $6M.

#8,380
in Manufacturing (20,602 peers)
-20.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calise & Sons Bakery, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Calise & Sons Bakery, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,377,396 Top 44% higher than 56% 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

Calise & Sons Bakery, Inc. Profit Sharing 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. Calise & Sons Bakery, Inc. Profit Sharing Plan sits mid-pack in the medium band (247 participants).

Form 5500 schedule snapshot

Filing strip 050284865 · Calise & Sons Bakery, Inc. PY 2022 · 401(k)

Calise & Sons Bakery, Inc. Profit Sharing Plan · $6M · 247 · 56th

  • BOOK $6M
  • VS-ST 247
  • BOY 56th
  • SCH 401(k)
  • EBSA near Gallagher Marine Systems 401(k) Plan
  • PART ind #8380

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 Manufacturing retirement plans → · Plans in Rhode Island →

Calise & Sons Bakery, Inc. Profit Sharing Plan in the asset neighbourhood

Calise & Sons Bakery, Inc. Profit Sharing PlanCalise & Sons Bakery, Inc. P…$6MGallagher Marine Systems 401(k) PlanGallagher Marine Systems 401…$6MPatrick Henry College 401(k) PlanPatrick Henry College 401(k)…$6MGranite Ridge Group, Inc. 401(k) PlanGranite Ridge Group, Inc. 40…$6MCharles Drew Health Center, Inc. 401(k) Retirement PlanCharles Drew Health Center, …$6M
End-of-year total assets ($M) among Calise & Sons Bakery, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN050284865
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calise & Sons Bakery, Inc.)

Sponsor-wide plan assets over time

All Calise & Sons Bakery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.211883345490854% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.38M $7.41M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 247 $6M
2023 1 273 $7M
2024 1 299 $7M

Nearby 401(k) Plans in Rhode Island

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

Calise & Sons Bakery, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Calise & Sons Bakery, Inc. Profit Sharing Plan, Total assets ($B): 0.006377396 · Participants: 247Calise & Sons Bakery, Inc. Profit Sharing 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
Calise & Sons Bakery, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Calise & Sons Bakery, Inc. Profit Sharing Plan side-by-side with 3 peers →

Calise & Sons Bakery, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Gallagher Marine Systems 401(k) Plan in NJ ($6M); by covered participants it is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Calise & Sons Bakery, Inc. Profit Sharing Plan assets move in 2022? ▼
Calise & Sons Bakery, Inc. Profit Sharing Plan declined sharply - down 20.0% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Calise & Sons Bakery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calise & Sons Bakery, Inc.'s sponsor-wide assets grew 16.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Calise & Sons Bakery, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gallagher Marine Systems 401(k) Plan in NJ ($6M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Calise & Sons Bakery, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants, $3M 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 050284865.

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.