401(k) · DOL Form 5500 · 2023

Rhode Island Novelty 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
161
Participants Small participant base
71st
Percentile by assets National rank
$110,986
Avg per participant Below avg balance/head
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Official DOL plan name: Rhode Island Novelty 401(k) Profit Sharing Plan & Trust · Sponsored by Rhode Island Novelty · Massachusetts · Wholesale Trade

$18M in assets, 161 participants

Rhode Island Novelty's Rhode Island Novelty 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,210 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#4,210
in Wholesale Trade (6,309 peers)
+20.5%
assets growth YoY

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,868,768 Top 29% higher than 71% 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

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rhode Island Novelty 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rhode Island Novelty 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rhode Island Novelty 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Rhode Island Novelty 401(k) Profit Sharing Plan & Trust reported participants rose from 148 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050421400 · Rhode Island Novelty PY 2023 · 401(k)

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust · $18M · 161 · 71st

  • PART $18M
  • PART 161
  • PART 71st
  • PART 401(k)
  • PART near Capital Region Gaming, LLC Plan
  • PART ind #4210

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Rhode Island Novelty 401(k) Profit Sharing Plan & TrustRhode Island Novelty 401(k) …$18MCapital Region Gaming, LLC PlanCapital Region Gaming, LLC P…$18MAvalon Risk Management 401(k) PlanAvalon Risk Management 401(k…$18MThe American Legion Employees Salary Savings PlanThe American Legion Employee…$18MPatterson Pope, Inc. 401(k) Profit Sharing PlanPatterson Pope, Inc. 401(k) …$18M
End-of-year total assets ($M) among Rhode Island Novelty 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN050421400
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rhode Island Novelty)

Sponsor-wide plan assets over time

All Rhode Island Novelty plans reported in each filing year

Latest sponsor-wide plan assets
$21M 42.563178285607066% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.8M $21.1M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 148 $15M
2023 1 161 $18M
2024 1 170 $21M

Nearby 401(k) Plans in Massachusetts

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

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rhode Island Novelty 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017868768 · Participants: 161Rhode Island Novelty 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Rhode Island Novelty 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rhode Island Novelty 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rhode Island Novelty 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Capital Region Gaming, LLC Plan in NY ($18M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Rhode Island Novelty 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Rhode Island Novelty 401(k) Profit Sharing Plan & Trust grew sharply - up 20.5% during 2023, from $15M to $18M. Reported net income was $3M.
How have Rhode Island Novelty plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rhode Island Novelty's sponsor-wide assets grew 42.6%, from $15M to $21M.
Which 401(k) plans are similar in size to Rhode Island Novelty 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Capital Region Gaming, LLC Plan in NY ($18M, 739 participants).
Which 401(k) plans cover a similar participant headcount to Rhode Island Novelty 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 050421400.

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.