401(k) · DOL Form 5500 · 2023

Chelos Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
270
Participants Below avg headcount
57th
Percentile by assets National rank
$33,635
Avg per participant Low balance/head
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Official DOL plan name: Chelo's 401(k) Plan · Sponsored by Chelos Management Company, Inc. · Rhode Island · Food Services & Accommodation

$9M in assets, 270 participants

Chelos Management Company, Inc.'s Chelo's 401(k) Plan reported $9M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,261 in Food Services & Accommodation (3,828 peers)

Coverage in Rhode Island

Chelo's 401(k) Plan covers 270 participants in Rhode Island, about 19% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $9M.

#3,261
in Food Services & Accommodation (3,828 peers)
+17.3%
assets growth YoY

Chelo's 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Chelo's 401(k) Plan vs every filed plan by assets

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

$9,081,553 Top 43% higher than 57% 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

Chelo's 401(k) 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. Chelo's 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chelo's 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Chelo's 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Chelo's 401(k) Plan reported participants fell from 306 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800025541 · Chelos Management Company, Inc. PY 2023 · 401(k)

Chelo's 401(k) Plan · $9M · 270 · 57th

  • PART $9M
  • PART 270
  • PART 57th
  • PART 401(k)
  • PART near The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan
  • PART ind #3261

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 Food Services & Accommodation retirement plans → · Plans in Rhode Island →

Chelo's 401(k) Plan in the asset neighbourhood

Chelo's 401(k) Plan$9MThe Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanThe Dave Thomas Family Compa…$9MEl Clasificado 401(k) Plan$9MRisk Theory Management, LLC 401(k) PlanRisk Theory Management, LLC …$9MMitchell Nissan-Mazda 401(k) Savings & Retirement PlanMitchell Nissan-Mazda 401(k)…$9M
End-of-year total assets ($M) among Chelo's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN800025541
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chelos Management Company, Inc.)

Sponsor-wide plan assets over time

All Chelos Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.463609342484123% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.74M $10.2M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 306 $8M
2023 1 270 $9M
2024 1 298 $10M

Nearby 401(k) Plans in Rhode Island

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

Chelo's 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Chelo's 401(k) Plan, Total assets ($B): 0.009081553 · Participants: 270Chelo's 401(k) 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
Chelo's 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Chelo's 401(k) Plan side-by-side with 3 peers →

Chelo's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan in OH ($9M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Chelo's 401(k) Plan assets move in 2023? ▼
Chelo's 401(k) Plan grew sharply - up 17.3% during 2023, from $8M to $9M. Reported net income was $1M.
How have Chelos Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chelos Management Company, Inc.'s sponsor-wide assets grew 31.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Chelo's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan in OH ($9M, 590 participants).
Which 401(k) plans cover a similar participant headcount to Chelo's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 800025541.

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.