401(k) · DOL Form 5500 · 2023

Collette Travel Services, Inc. 401(k) Plan

Data updated 2026-08-11

$64M
Total assets: 451
Participants: 88th
Percentile by assets: $141,957
Avg per participant

Official DOL plan name: Collette Travel Profit Sharing/401(k) Plan & Trust · Sponsored by Collette Travel Services, Inc. · Rhode Island · Other Services

$64M in assets, 451 participants

Collette Travel Services, Inc.'s Collette Travel Profit Sharing/401(k) Plan & Trust reported $64M in total assets and 451 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 127,072 plans)
#7,463 in Other Services (7,857 peers)

Coverage in Rhode Island

Collette Travel Profit Sharing/401(k) Plan & Trust covers 451 participants in Rhode Island, about 31% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $64M.

$64M
total plan assets (2023 EOY): 451
covered participants: 88th
percentile by assets (of 127,072 plans): $141,957
avg assets per participant

Where Collette Travel Profit Sharing/401(k) Plan & Trust sits by total assets

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

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

$64,022,514 Top 12% higher than 88% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Collette Travel Profit Sharing/401(k) Plan & Trust reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Collette Travel Profit Sharing/401(k) Plan & Trust reported participants rose from 339 in the plan year 2022 filing to 451 in the plan year 2023 filing.
Collette Travel Profit Sharing/401(k) Plan & Trust end-of-year assets rose from $54M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Rhode Island

Industry

Other Services

Participants vs Rhode Island filers

In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Collette Travel Profit Sharing/401(k) Plan & Trust reports 451 participants - about 31% of that state average ($64M EOY assets).

Rhode Island filing particulars

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$64M
Net Income	$10M
Employer EIN	050298245
Plan Effective Date	1993-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Collette Travel Services, Inc.)

Total plan assets by year, all Collette Travel Services, Inc. plans on file

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

CVS Health Future Fund 401(k) Plan $27.6B · 265,760
Textron Savings Plan $5.7B · 26,580
Cfg Retirement Savings Plan $2.9B · 19,047
Unfi 401(k) Plan $2.7B · 25,475
Fm Global 401(k) Savings Plan $1.7B · 4,295

Compare Collette Travel Profit Sharing/401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Collette Travel Profit Sharing/401(k) Plan & Trust by total assets, not by location.

Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust (TX) $64M · 124
Aviation Systems Engineering Company, Inc. 401(k) Profit Sharing Plan and Trust (MD) $64M · 388
Sage Automotive Interiors, Inc. 401(k) Plan (SC) $64M · 973
Photronics Profit Sharing and Savings Plan (CT) $64M · 375

Frequently Asked Questions

How did Collette Travel Profit Sharing/401(k) Plan & Trust assets move in 2023? ▼

Collette Travel Profit Sharing/401(k) Plan & Trust grew sharply - up 19.6% during 2023, from $54M to $64M. Reported net income was $10M.

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 88th 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 Collette Travel Profit Sharing/401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust in TX ($64M, 124 participants).

Next read for Collette Travel Profit Sharing/401(k) Pl…

Filing takeaways

Ways to act on Collette Travel Profit Sharing/401(k) Plan & Trust's numbers.

By total assets, Collette Travel Profit Sharing/401(k) Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
Collette Travel Services, Inc.'s sponsor-wide assets have grown 44.2% since 2022 across 3 plan years on file. More Other Services plans

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 050298245.