401(k) · DOL Form 5500 · 2024
Kelly & Picerne, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 401
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $88,647
- Avg per participant Below avg balance/head
Official DOL plan name: Kelly & Picerne, Inc. Savings & Retirement Plan · Sponsored by Kelly & Picerne, Inc. · Rhode Island · Real Estate
$36M in assets, 401 participants
Kelly & Picerne, Inc.'s Kelly & Picerne, Inc. Savings & Retirement Plan reported $36M in total assets and 401 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.
- #4,189 in Real Estate (4,605 peers)
Coverage in Rhode Island
Kelly & Picerne, Inc. Savings & Retirement Plan covers 401 participants in Rhode Island, about 28% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $36M.
- #4,189
- in Real Estate (4,605 peers)
- +11.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Kelly & Picerne, Inc. Savings & Retirement Plan's outsized position by total assets
Kelly & Picerne, Inc. Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,547,548 Top 20% higher than 80% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kelly & Picerne, Inc. Savings & Retirement 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. Kelly & Picerne, Inc. Savings & Retirement Plan sits mid-pack in the medium band (401 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kelly & Picerne, Inc. Savings & Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Kelly & Picerne, Inc. Savings & Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Kelly & Picerne, Inc. Savings & Retirement Plan reported participants rose from 397 in the plan year 2023 filing to 401 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 050243936 · Kelly & Picerne, Inc. PY 2024 · 401(k)
Kelly & Picerne, Inc. Savings & Retirement Plan · $36M · 401 · 80th
- BOOK $36M
- BOOK 401
- BOOK 80th
- BOOK 401(k)
- BOOK near Craig Zinn Automotive Group 401(k) Retirement Plan
- BOOK ind #4189
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 Real Estate retirement plans → · Plans in Rhode Island →
Kelly & Picerne, Inc. Savings & Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $4M |
| Employer EIN | 050243936 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kelly & Picerne, Inc.)
Sponsor-wide plan assets over time
All Kelly & Picerne, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 31.79901040479436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 427 | $27M |
| 2023 | 1 | 397 | $32M |
| 2024 | 1 | 401 | $36M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Kelly & Picerne, Inc. Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Craig Zinn Automotive Group 401(k) Retirement Plan in FL ($36M); by covered participants it is Kiel Center 401(k) Plan in MO (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Craig Zinn Automotive Group 401(k) Retirement Plan (FL) $36M · 765
- Fs-Elliott Co., LLC Safe Harbor 401(k) and Profit Sharing Plan (PA) $36M · 236
- Gmmsa 401(k) Psp (CA) $36M · 167
- 401(k) Savings Plan (CT) $36M · 300
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Kiel Center 401(k) Plan (MO) 401 · 0 off
- Viaflex 401(k) Plan (SD) 401 · 0 off
- Barr Brands International, Inc. 401(k) Plan (TN) 401 · 0 off
- Drata Inc. 401(k) Plan (CA) 401 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.