401(k) · DOL Form 5500 · 2023

Kelly & Picerne, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
397
Participants Below avg headcount
80th
Percentile by assets National rank
$80,153
Avg per participant Below avg balance/head
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Official DOL plan name: Kelly & Picerne, Inc. Savings & Retirement Plan · Sponsored by Kelly & Picerne, Inc. · Rhode Island · Real Estate

$32M in assets, 397 participants

Kelly & Picerne, Inc.'s Kelly & Picerne, Inc. Savings & Retirement Plan reported $32M in total assets and 397 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.

  • #4,319 in Real Estate (4,727 peers)

Coverage in Rhode Island

Kelly & Picerne, Inc. Savings & Retirement Plan covers 397 participants in Rhode Island, about 27% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $32M.

#4,319
in Real Estate (4,727 peers)
+18.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kelly & Picerne, Inc. Savings & Retirement Plan's outsized position by total assets

Kelly & Picerne, Inc. Savings & Retirement Plan vs every filed plan by assets

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

$31,820,824 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

Kelly & Picerne, Inc. Savings & Retirement Plan 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. Kelly & Picerne, Inc. Savings & Retirement Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kelly & Picerne, Inc. Savings & Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kelly & Picerne, Inc. Savings & Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Kelly & Picerne, Inc. Savings & Retirement Plan reported participants fell from 427 in the plan year 2022 filing to 397 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050243936 · Kelly & Picerne, Inc. PY 2023 · 401(k)

Kelly & Picerne, Inc. Savings & Retirement Plan · $32M · 397 · 80th

  • EBSA $32M
  • EBSA 397
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Collectors Universe, Inc. 401(k) Plan
  • EBSA ind #4319

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 Real Estate retirement plans → · Plans in Rhode Island →

Kelly & Picerne, Inc. Savings & Retirement Plan in the asset neighbourhood

Kelly & Picerne, Inc. Savings & Retirement PlanKelly & Picerne, Inc. Saving…$32MCollectors Universe, Inc. 401(k) PlanCollectors Universe, Inc. 40…$32MBradford White Corporation 401(k) Plan for Union EmployeesBradford White Corporation 4…$32MRodda Paint Co. 401(k) Plan$32MEnerwise Global Technologies, LLC 401(k) PlanEnerwise Global Technologies…$32M
End-of-year total assets ($M) among Kelly & Picerne, Inc. Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN050243936
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kelly & Picerne, Inc.)

Sponsor-wide plan assets over time

All Kelly & Picerne, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 31.79901040479436% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $35.6M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 427 $27M
2023 1 397 $32M
2024 1 401 $36M

Nearby 401(k) Plans in Rhode Island

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

Kelly & Picerne, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Kelly & Picerne, Inc. Savings & Retirement Plan, Total assets ($B): 0.031820824 · Participants: 397Kelly & Picerne, Inc. Savings & Retirement 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
Kelly & Picerne, Inc. Savings & Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Kelly & Picerne, Inc. Savings & Retirement Plan side-by-side with 3 peers →

Kelly & Picerne, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Collectors Universe, Inc. 401(k) Plan in CA ($32M); by covered participants it is Yesler, Inc 401(k) Plan in WA (397 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Kelly & Picerne, Inc. Savings & Retirement Plan assets move in 2023? ▼
Kelly & Picerne, Inc. Savings & Retirement Plan grew sharply - up 18.0% during 2023, from $27M to $32M. Reported net income was $5M.
How have Kelly & Picerne, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kelly & Picerne, Inc.'s sponsor-wide assets grew 31.8%, from $27M to $36M.
Where does Kelly & Picerne, Inc. Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Kelly & Picerne, Inc. Savings & Retirement 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 Kelly & Picerne, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collectors Universe, Inc. 401(k) Plan in CA ($32M, 1,563 participants).
Which 401(k) plans cover a similar participant headcount to Kelly & Picerne, Inc. Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yesler, Inc 401(k) Plan in WA (397 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 050243936.

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.