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Original filing (PDF)20251201161131NAL0022948914001
DOLE AND BAILEY, INC.
Form 5500-SF
FILING_RECEIVED
DOLE & BAILEY EMPLOYEES' PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.5 mo
Active participants
85
Accounts w/ balance
39
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOLE AND BAILEY, INC..
Plan sponsor
Name
DOLE AND BAILEY, INC.
EIN
04-1251820
Address
16 CONN ST · WOBURN, MA · 018015664
Phone
(781) 935-1234
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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