401(k) · DOL Form 5500 · 2023

Collette Travel Services, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
451
Participants Below avg headcount
88th
Percentile by assets National rank
$141,957
Avg per participant Near avg balance/head
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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.

  • #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.

#7,463
in Other Services (7,857 peers)
+19.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Collette Travel Profit Sharing/401(k) Plan & Trust's outsized position 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

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

Collette Travel Profit Sharing/401(k) 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. Collette Travel Profit Sharing/401(k) Plan & Trust sits mid-pack in the medium band (451 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 050298245 · Collette Travel Services, Inc. PY 2023 · 401(k)

Collette Travel Profit Sharing/401(k) Plan & Trust · $64M · 451 · 88th

  • PART $64M
  • TYPE 451
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust
  • BOY ind #7463

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 Other Services retirement plans → · Plans in Rhode Island →

Collette Travel Profit Sharing/401(k) Plan & Trust in the asset neighbourhood

Aviation Systems Engineering Company, Inc. 401(k) Profit Sharing Plan and TrustAviation Systems Engineering…$64MSage Automotive Interiors, Inc. 401(k) PlanSage Automotive Interiors, I…$64MPhotronics Profit Sharing and Savings PlanPhotronics Profit Sharing an…$64MCollette Travel Profit Sharing/401(k) Plan & TrustCollette Travel Profit Shari…$64MPfeiffer & Son, Ltd Employee's Profit Sharing & TrustPfeiffer & Son, Ltd Employee…$64M
End-of-year total assets ($M) among Collette Travel Profit Sharing/401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$64M
Net Income$10M
Employer EIN050298245
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collette Travel Services, Inc.)

Sponsor-wide plan assets over time

All Collette Travel Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 44.189431638397075% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.5M $77.2M ▲ +44.2%
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 Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Collette Travel Profit Sharing/401(k) Plan & Trust, Total assets ($B): 0.064022514 · Participants: 451Collette Travel Profit Sharing/401(k) Plan & TrustCVS 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
Collette Travel Profit Sharing/401(k) Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Collette Travel Profit Sharing/401(k) Plan & Trust side-by-side with 3 peers →

Collette Travel Profit Sharing/401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Pfeiffer & Son, Ltd Employee's Profit Sharing & Trust in TX ($64M); by covered participants it is Phoenix 401(k) Plan in TX (451 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (451 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 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).
Which 401(k) plans cover a similar participant headcount to Collette Travel Profit Sharing/401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Phoenix 401(k) Plan in TX (451 participants, $14M 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 050298245.

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.