401(k) · DOL Form 5500 · 2024

The Angell Pension Group, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
104
Participants Small participant base
80th
Percentile by assets National rank
$352,280
Avg per participant High balance/head
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Official DOL plan name: The Angell Pension Group, Inc. Profit Sharing Savings Plan · Sponsored by The Angell Pension Group, Inc. · Rhode Island · Finance & Insurance

$37M in assets, 104 participants

The Angell Pension Group, Inc.'s The Angell Pension Group, Inc. Profit Sharing Savings Plan reported $37M in total assets and 104 participants in its 2024 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.

  • #5,910 in Finance & Insurance (8,549 peers)

Coverage in Rhode Island

The Angell Pension Group, Inc. Profit Sharing Savings Plan covers 104 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $37M.

#5,910
in Finance & Insurance (8,549 peers)
+13.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Angell Pension Group, Inc. Profit Sharing Savings Plan's outsized position by total assets

The Angell Pension Group, Inc. Profit Sharing Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,637,136 Top 20% higher than 80% of 123,620 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 2024

The Angell Pension Group, Inc. Profit Sharing Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Angell Pension Group, Inc. Profit Sharing Savings Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Angell Pension Group, Inc. Profit Sharing Savings Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Angell Pension Group, Inc. Profit Sharing Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • The Angell Pension Group, Inc. Profit Sharing Savings Plan reported participants rose from 92 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042530412 · The Angell Pension Group, Inc. PY 2024 · 401(k)

The Angell Pension Group, Inc. Profit Sharing Savings Plan · $37M · 104 · 80th

  • VS-ST $37M
  • BOY 104
  • SCH 80th
  • EBSA 401(k)
  • PART near Bp Partnership Savings Plan
  • TYPE ind #5910

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 →

The Angell Pension Group, Inc. Profit Sharing Savings Plan in the asset neighbourhood

The Angell Pension Group, Inc. Profit Sharing Savings PlanThe Angell Pension Group, In…$37MBp Partnership Savings Plan$37MRuoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustRuoff Mortgage Company, Inc.…$37MNusenda Federal Credit Union 401(k) PlanNusenda Federal Credit Union…$37MMillennium Physician Group 401(k) Plan & TrustMillennium Physician Group 4…$37M
End-of-year total assets ($M) among The Angell Pension Group, Inc. Profit Sharing Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN042530412
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Angell Pension Group, Inc.)

Sponsor-wide plan assets over time

All The Angell Pension Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 37.46770250774348% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.7M $36.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 87 $27M
2023 1 92 $32M
2024 1 104 $37M

Nearby 401(k) Plans in Rhode Island

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

The Angell Pension Group, Inc. Profit Sharing Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants The Angell Pension Group, Inc. Profit Sharing Savings Plan, Total assets ($B): 0.036637136 · Participants: 104The Angell Pension Group, Inc. Profit Sharing Savings PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
The Angell Pension Group, Inc. Profit Sharing Savings Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare The Angell Pension Group, Inc. Profit Sharing Savings Plan side-by-side with 3 peers →

The Angell Pension Group, Inc. Profit Sharing Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Bp Partnership Savings Plan in TX ($37M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Angell Pension Group, Inc. Profit Sharing Savings Plan assets move in 2024? ▼
The Angell Pension Group, Inc. Profit Sharing Savings Plan grew at a solid clip - up 13.4% during 2024, from $32M to $37M. Reported net income was $4M.
How have The Angell Pension Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Angell Pension Group, Inc.'s sponsor-wide assets grew 37.5%, from $27M to $37M.
Where does The Angell Pension Group, Inc. Profit Sharing Savings Plan rank by assets among Form 5500 filers? ▼
The Angell Pension Group, Inc. Profit Sharing Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Angell Pension Group, Inc. Profit Sharing Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bp Partnership Savings Plan in TX ($37M, 4 participants).
Which 401(k) plans cover a similar participant headcount to The Angell Pension Group, Inc. Profit Sharing Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042530412.

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.