401(k) · DOL Form 5500 · 2023

The Angell Pension Group, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
92
Participants Small participant base
80th
Percentile by assets National rank
$351,244
Avg per participant High balance/head
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Official DOL plan name: The Angell Pension Group, Inc. Profit Sharing Savings Plan · Sponsored by The Angell Pension Group, Inc. · Rhode Island · Finance & Insurance

$32M in assets, 92 participants

The Angell Pension Group, Inc.'s The Angell Pension Group, Inc. Profit Sharing Savings Plan reported $32M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,191 in Finance & Insurance (8,869 peers)

Where The Angell Pension Group, Inc. Profit Sharing Savings Plan sits by assets

The Angell Pension Group, Inc. Profit Sharing Savings Plan sits in the top quartile of all filed plans by assets, $32M for 92 participants (~$351,244/participant), up 21.2% in 2023.

#6,191
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Angell Pension Group, Inc. Profit Sharing Savings Plan's outsized position by total assets

The Angell Pension Group, Inc. Profit Sharing Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,314,415 Top 20% higher than 80% of 127,068 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 2023

The Angell Pension Group, Inc. Profit Sharing Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Angell Pension Group, Inc. Profit Sharing Savings Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Angell Pension Group, Inc. Profit Sharing Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Angell Pension Group, Inc. Profit Sharing Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • The Angell Pension Group, Inc. Profit Sharing Savings Plan reported participants rose from 87 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042530412 · The Angell Pension Group, Inc. PY 2023 · 401(k)

The Angell Pension Group, Inc. Profit Sharing Savings Plan · $32M · 92 · 80th

  • IND $32M
  • IND 92
  • IND 80th
  • IND 401(k)
  • IND near Behler-Young Company Profit Sharing 401(k) Plan
  • IND ind #6191

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 Finance & Insurance retirement plans → · Plans in Rhode Island →

The Angell Pension Group, Inc. Profit Sharing Savings Plan in the asset neighbourhood

Metron Aviation, Inc. 401(k) Profit Sharing PlanMetron Aviation, Inc. 401(k)…$32MThe Angell Pension Group, Inc. Profit Sharing Savings PlanThe Angell Pension Group, In…$32MBehler-Young Company Profit Sharing 401(k) PlanBehler-Young Company Profit …$32MComponent Assembly Systems, Inc. 401(k) PlanComponent Assembly Systems, …$32MSoleo Health Holdings, Inc. 401(k) PlanSoleo Health Holdings, Inc. …$32M
End-of-year total assets ($M) among The Angell Pension Group, Inc. Profit Sharing Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN042530412
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Angell Pension Group, Inc.)

Sponsor-wide plan assets over time

All The Angell Pension Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 37.46770250774348% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.7M $36.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 87 $27M
2023 1 92 $32M
2024 1 104 $37M

Nearby 401(k) Plans in Rhode Island

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

The Angell Pension Group, Inc. Profit Sharing Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants The Angell Pension Group, Inc. Profit Sharing Savings Plan, Total assets ($B): 0.032314415 · Participants: 92The Angell Pension Group, Inc. Profit Sharing Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
The Angell Pension Group, Inc. Profit Sharing Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare The Angell Pension Group, Inc. Profit Sharing Savings Plan side-by-side with 3 peers →

The Angell Pension Group, Inc. Profit Sharing Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Behler-Young Company Profit Sharing 401(k) Plan in MI ($32M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Angell Pension Group, Inc. Profit Sharing Savings Plan assets move in 2023? ▼
The Angell Pension Group, Inc. Profit Sharing Savings Plan grew sharply - up 21.2% during 2023, from $27M to $32M. Reported net income was $6M.
How have The Angell Pension Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Angell Pension Group, Inc.'s sponsor-wide assets grew 37.5%, from $27M to $37M.
Where does The Angell Pension Group, Inc. Profit Sharing Savings Plan rank by assets among Form 5500 filers? ▼
The Angell Pension Group, Inc. Profit Sharing Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Angell Pension Group, Inc. Profit Sharing Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Behler-Young Company Profit Sharing 401(k) Plan in MI ($32M, 257 participants).
Which 401(k) plans cover a similar participant headcount to The Angell Pension Group, Inc. Profit Sharing Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042530412.

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.