401(k) · DOL Form 5500 · 2024

Collis Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
44th
Percentile by assets National rank
$504,992
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Collis Group, Inc. Retirement Plan · Sponsored by Collis Group, Inc. · Rhode Island · Finance & Insurance

$6M in assets, 11 participants

Collis Group, Inc.'s Collis Group, Inc. Retirement Plan reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,544 in Finance & Insurance (8,549 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 $6M / 11 participants.

#2,544
in Finance & Insurance (8,549 peers)
+47.2%
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 2024 · DOL Form 5500

$5,554,914 44th percentile higher than 44% 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

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Collis Group, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Collis Group, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Collis Group, Inc. Retirement Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Collis Group, Inc. Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 205825637 · Collis Group, Inc. PY 2024 · 401(k)

Collis Group, Inc. Retirement Plan · $6M · 11 · 44th

  • TYPE $6M
  • TYPE 11
  • TYPE 44th
  • TYPE 401(k)
  • TYPE near East Alabama Ear, Nose and Throat, P. C. Profit Sharing Plan
  • TYPE ind #2544

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

South Central Mental Health Counseling Center Inc. 401(k) PlanSouth Central Mental Health …$6MBecker Brands, Inc. 401(k) Profit Sharing PlanBecker Brands, Inc. 401(k) P…$6MCollis Group, Inc. Retirement PlanCollis Group, Inc. Retiremen…$6MEast Alabama Ear, Nose and Throat, P. C. Profit Sharing PlanEast Alabama Ear, Nose and T…$6MAbba Technologies, Inc. 401(k) Profit Sharing PlanAbba Technologies, Inc. 401(…$6M
End-of-year total assets ($M) among Collis Group, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
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 -10010203040 Total assets ($B) Participants Collis Group, Inc. Retirement Plan, Total assets ($B): 0.005554914 · Participants: 11Collis Group, Inc. Retirement 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
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 East Alabama Ear, Nose and Throat, P. C. Profit Sharing Plan in AL ($6M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Collis Group, Inc. Retirement Plan assets move in 2024? ▼
Collis Group, Inc. Retirement Plan surged - up 47.2% during 2024, from $4M to $6M. 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 East Alabama Ear, Nose and Throat, P. C. Profit Sharing Plan in AL ($6M, 29 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 Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 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.