401(k) · DOL Form 5500 · 2023

Collis Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$419,327
Avg per participant High balance/head
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Official DOL plan name: Collis Group, Inc. Retirement Plan · Sponsored by Collis Group, Inc. · Rhode Island · Finance & Insurance

$4M in assets, 9 participants

Collis Group, Inc.'s Collis Group, Inc. Retirement Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,446 in Finance & Insurance (8,869 peers)

Collis Group, Inc. multi-year trail

Collis Group, Inc.'s plans moved +150.1% in assets from 2022 to 2024; this filing shows Collis Group, Inc. Retirement Plan at $4M / 9 participants.

#2,446
in Finance & Insurance (8,869 peers)
+69.9%
assets growth YoY

Collis Group, Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Collis Group, Inc. Retirement Plan vs every filed plan by assets

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

$3,773,945 39th percentile higher than 39% 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

Collis Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Collis Group, Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collis Group, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Collis Group, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Collis Group, Inc. Retirement Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205825637 · Collis Group, Inc. PY 2023 · 401(k)

Collis Group, Inc. Retirement Plan · $4M · 9 · 39th

  • BOOK $4M
  • BOOK 9
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Iaffaldano, Shaw & Young LLP 401(k) Plan
  • BOOK ind #2446

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 Finance & Insurance retirement plans → · Plans in Rhode Island →

Collis Group, Inc. Retirement Plan in the asset neighbourhood

Collis Group, Inc. Retirement PlanCollis Group, Inc. Retiremen…$4MIaffaldano, Shaw & Young LLP 401(k) PlanIaffaldano, Shaw & Young LLP…$4MQ-Matic Corporation 401(k) Profit Sharing PlanQ-Matic Corporation 401(k) P…$4MTend Dental, Inc. 401(k) Plan$4MBernard P. Donegan, Inc. Employees' 401(k) Profit Sharing PlanBernard P. Donegan, Inc. Emp…$4M
End-of-year total assets ($M) among Collis Group, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Collis Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Collis Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 150.11702325966735% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $2.22M $5.55M ▲ +150.0%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 9 $4M
2024 1 11 $6M

Collis Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN205825637
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Collis Group, Inc. Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Collis Group, Inc. Retirement Plan, Total assets ($B): 0.003773945 · Participants: 9Collis Group, Inc. 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
Collis Group, Inc. Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Collis Group, Inc. Retirement Plan side-by-side with 3 peers →

Collis Group, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Iaffaldano, Shaw & Young LLP 401(k) Plan in CA ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Collis Group, Inc. Retirement Plan assets move in 2023? ▼
Collis Group, Inc. Retirement Plan surged - up 69.9% during 2023, from $2M to $4M. Reported net income was $2M.
How have Collis Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collis Group, Inc.'s sponsor-wide assets grew 150.1%, from $2M to $6M.
Which 401(k) plans are similar in size to Collis Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iaffaldano, Shaw & Young LLP 401(k) Plan in CA ($4M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Collis Group, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 205825637.

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.