401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$7M
Total assets Small plan by assets
299
Participants Below avg headcount
49th
Percentile by assets National rank
$24,787
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, 299 participants

Calise & Sons Bakery, Inc.'s Calise & Sons Bakery, Inc. Profit Sharing Plan reported $7M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,006 in Manufacturing (17,777 peers)

Coverage in Rhode Island

Calise & Sons Bakery, Inc. Profit Sharing Plan covers 299 participants in Rhode Island, about 21% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $7M.

#6,006
in Manufacturing (17,777 peers)
+9.4%
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 2024 · DOL Form 5500

$7,411,292 49th percentile higher than 49% 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

Calise & Sons Bakery, Inc. Profit Sharing 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. Calise & Sons Bakery, Inc. Profit Sharing Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Calise & Sons Bakery, Inc. Profit Sharing Plan reported net income rose from $395K in the plan year 2023 filing to $638K in the plan year 2024 filing.
  • Calise & Sons Bakery, Inc. Profit Sharing Plan reported participants rose from 273 in the plan year 2023 filing to 299 in the plan year 2024 filing.
  • Calise & Sons Bakery, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 050284865 · Calise & Sons Bakery, Inc. PY 2024 · 401(k)

Calise & Sons Bakery, Inc. Profit Sharing Plan · $7M · 299 · 49th

  • PHOTO $7M
  • PHOTO 299
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan
  • PHOTO ind #6006

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…$7MTalbot, Korvola & Warwick, LLP 401(k) Employee Savings PlanTalbot, Korvola & Warwick, L…$7MQualitylogic, Inc. 401(k) Savings PlanQualitylogic, Inc. 401(k) Sa…$7MYcharts 401(k) Plan$7MXr, LLC 401(k) Plan$7M
End-of-year total assets ($M) among Calise & Sons Bakery, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$638K
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 -10010203040 Total assets ($B) Participants Calise & Sons Bakery, Inc. Profit Sharing Plan, Total assets ($B): 0.007411292 · Participants: 299Calise & Sons Bakery, Inc. Profit Sharing 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
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 Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan in OR ($7M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 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 (299 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 Calise & Sons Bakery, Inc. Profit Sharing Plan assets move in 2024? ▼
Calise & Sons Bakery, Inc. Profit Sharing Plan grew at a solid clip - up 9.4% during 2024, from $7M to $7M. Reported net income was $638K.
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 Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan in OR ($7M, 34 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 Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants, $115M 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 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.