Benchmarking Calise & Sons Bakery, Inc. Profit Sharing Plan in Lincoln, RI against all plans
Calise & Sons Bakery, Inc. Profit Sharing Plan in Lincoln, RI has the 10th-highest diversity of asset types (17.5%) among the 68 Rhode Island plans. That 17.5% compares to an average of 8.8% across those 68 plans.
Calise & Sons Bakery, Inc. Profit Sharing Plan has these standings among those 68 peer plans related to asset types (values of zero are not shown):
Calise & Sons Bakery, Inc. Profit Sharing Plan has these standings among those 68 peer plans related to asset types (values of zero are not shown):
- diversity of asset types = 17.5% (10th-highest)
- participant loans = $377,703 (2nd-most)
- value of interest in common/collective trusts = $975,152 (5th-highest)
- value of interest in registered investment companies (e.g., mutual funds) = $6.60M (11th-highest)
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Peers
beat out by Nursing Placement Inc. Salary Savings Retirement P in Pawtucket, RI (41.0%), West View Nursing Home, Inc. 401(K) Plan in West Warwick, RI (32.0%), Murdock Webbing Company, Inc. Employee Savings & Security Plan in Central Falls, RI (31.0%), and Gateways To Change, Inc. 401(K) Retirement Plan in Cranston, RI (29.6%), and 5 others, ending with A & H Employees Savings and Protection Plan in Johnston, RI (18.4%).
beat Gregg's Restaurants 401(K) Savings Plan in East Greenwich, RI (15.1%), Village Retirement Communities 401(K) Plan in Greenville, RI (14.2%), The Rla Retirement Plan in Providence, RI (13.4%), and Twin Oaks, Inc Retirement Plan in Cranston, RI (13.0%), and 54 others, ending with Tarbox Management, LLC dba Tarbox Toyota 401(K) Plan in East Providence, RI (0.0%).
beat Gregg's Restaurants 401(K) Savings Plan in East Greenwich, RI (15.1%), Village Retirement Communities 401(K) Plan in Greenville, RI (14.2%), The Rla Retirement Plan in Providence, RI (13.4%), and Twin Oaks, Inc Retirement Plan in Cranston, RI (13.0%), and 54 others, ending with Tarbox Management, LLC dba Tarbox Toyota 401(K) Plan in East Providence, RI (0.0%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.