401(k) · DOL Form 5500 · 2023

Collegetown Bagels, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
124
Participants Small participant base
58th
Percentile by assets National rank
$78,162
Avg per participant Below avg balance/head
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Official DOL plan name: Collegetown Bagels, Inc 401(k) Plan · Sponsored by Collegetown Bagels, Inc. · New York · Food Services & Accommodation

$10M in assets, 124 participants

Collegetown Bagels, Inc.'s Collegetown Bagels, Inc 401(k) Plan reported $10M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,289 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Collegetown Bagels, Inc 401(k) Plan covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,289
in Food Services & Accommodation (3,828 peers)
+28.5%
assets growth YoY

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

Collegetown Bagels, Inc 401(k) Plan vs every filed plan by assets

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

$9,692,057 Top 42% higher than 58% 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

Collegetown Bagels, Inc 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. Collegetown Bagels, Inc 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collegetown Bagels, Inc 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Collegetown Bagels, Inc 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Collegetown Bagels, Inc 401(k) Plan reported participants rose from 121 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161057527 · Collegetown Bagels, Inc. PY 2023 · 401(k)

Collegetown Bagels, Inc 401(k) Plan · $10M · 124 · 58th

  • 5500 $10M
  • 5500 124
  • 5500 58th
  • 5500 401(k)
  • 5500 near Systems Integration Specialist 401(k) Profit Sharing Plan & Trust
  • 5500 ind #3289

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 New York →

Collegetown Bagels, Inc 401(k) Plan in the asset neighbourhood

Collegetown Bagels, Inc 401(k) PlanCollegetown Bagels, Inc 401(…$10MSystems Integration Specialist 401(k) Profit Sharing Plan & TrustSystems Integration Speciali…$10MTrefethen Profit Sharing and 401(k) Savings PlanTrefethen Profit Sharing and…$10MTakara Belmont USA, Inc. 401(k) Retirement PlanTakara Belmont USA, Inc. 401…$10MTrion Industries, Inc. Employee's 401(k) Savings PlanTrion Industries, Inc. Emplo…$10M
End-of-year total assets ($M) among Collegetown Bagels, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN161057527
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Collegetown Bagels, Inc.)

Sponsor-wide plan assets over time

All Collegetown Bagels, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 39.22459521848039% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.54M $10.5M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 124 $10M
2024 1 112 $10M

Nearby 401(k) Plans in New York

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

Collegetown Bagels, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Collegetown Bagels, Inc 401(k) Plan, Total assets ($B): 0.009692057 · Participants: 124Collegetown Bagels, Inc 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Collegetown Bagels, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Collegetown Bagels, Inc 401(k) Plan side-by-side with 3 peers →

Collegetown Bagels, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Systems Integration Specialist 401(k) Profit Sharing Plan & Trust in MI ($10M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Collegetown Bagels, Inc 401(k) Plan assets move in 2023? ▼
Collegetown Bagels, Inc 401(k) Plan grew sharply - up 28.5% during 2023, from $8M to $10M. Reported net income was $2M.
How have Collegetown Bagels, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collegetown Bagels, Inc.'s sponsor-wide assets grew 39.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Collegetown Bagels, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systems Integration Specialist 401(k) Profit Sharing Plan & Trust in MI ($10M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Collegetown Bagels, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 161057527.

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.