401(k) · DOL Form 5500 · 2023

Calise & Sons Bakery, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
273
Participants Below avg headcount
50th
Percentile by assets National rank
$24,809
Avg per participant Low balance/head
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Official DOL plan name: Calise & Sons Bakery, Inc. Profit Sharing Plan · Sponsored by Calise & Sons Bakery, Inc. · Rhode Island · Manufacturing

$7M in assets, 273 participants

Calise & Sons Bakery, Inc.'s Calise & Sons Bakery, Inc. Profit Sharing Plan reported $7M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,434 in Manufacturing (18,722 peers)

Coverage in Rhode Island

Calise & Sons Bakery, Inc. Profit Sharing Plan covers 273 participants in Rhode Island, about 19% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#6,434
in Manufacturing (18,722 peers)
+6.2%
assets growth YoY

Calise & Sons Bakery, Inc. Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Calise & Sons Bakery, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,772,878 Top 50% higher than 50% 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

Calise & Sons Bakery, Inc. Profit Sharing 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. Calise & Sons Bakery, Inc. Profit Sharing Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calise & Sons Bakery, Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $395K in the plan year 2023 filing.
  • Calise & Sons Bakery, Inc. Profit Sharing Plan reported participants rose from 247 in the plan year 2022 filing to 273 in the plan year 2023 filing.
  • Calise & Sons Bakery, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 050284865 · Calise & Sons Bakery, Inc. PY 2023 · 401(k)

Calise & Sons Bakery, Inc. Profit Sharing Plan · $7M · 273 · 50th

  • IND $7M
  • EOY 273
  • 5500 50th
  • ASSETS 401(k)
  • PCT near Omniva 401(k) Plan
  • EIN ind #6434

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 Manufacturing retirement plans → · Plans in Rhode Island →

Calise & Sons Bakery, Inc. Profit Sharing Plan in the asset neighbourhood

Calise & Sons Bakery, Inc. Profit Sharing PlanCalise & Sons Bakery, Inc. P…$7MOmniva 401(k) Plan$7MLexington Pediatrics 401(k) PlanLexington Pediatrics 401(k) …$7MWimmer Solutions Corporation 401(k) PlanWimmer Solutions Corporation…$7MDynamic Campus Solutions Inc 401(k) PlanDynamic Campus Solutions Inc…$7M
End-of-year total assets ($M) among Calise & Sons Bakery, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$395K
Employer EIN050284865
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calise & Sons Bakery, Inc.)

Sponsor-wide plan assets over time

All Calise & Sons Bakery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 16.211883345490854% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.38M $7.41M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 247 $6M
2023 1 273 $7M
2024 1 299 $7M

Nearby 401(k) Plans in Rhode Island

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

Calise & Sons Bakery, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Calise & Sons Bakery, Inc. Profit Sharing Plan, Total assets ($B): 0.006772878 · Participants: 273Calise & Sons Bakery, Inc. Profit Sharing 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
Calise & Sons Bakery, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Calise & Sons Bakery, Inc. Profit Sharing Plan side-by-side with 3 peers →

Calise & Sons Bakery, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Omniva 401(k) Plan in WA ($7M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Calise & Sons Bakery, Inc. Profit Sharing Plan assets move in 2023? ▼
Calise & Sons Bakery, Inc. Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $6M to $7M. Reported net income was $395K.
How have Calise & Sons Bakery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calise & Sons Bakery, Inc.'s sponsor-wide assets grew 16.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Calise & Sons Bakery, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omniva 401(k) Plan in WA ($7M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Calise & Sons Bakery, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 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 050284865.

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.