How big is DOLE and Bailey, Inc.'s plan?

DOLE and Bailey, Inc.'s plan reported $4.6M in assets and 85 participants for 2024.

Original filing (PDF)20251201161131NAL0022948914001

DOLE and Bailey, Inc.

Name: DOLE and Bailey, Inc. — DOLE & Bailey Employees', Form 5500 (2024)
Creator: DOLE and Bailey, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DOLE & Bailey Employees' Profit Sharing Plan

401(k) retirement plan · DOLE and Bailey, Inc.'s DOLE & Bailey Employees' Profit Sharing Plan held $4.6M in plan assets for 85 participants in 2024.

Signals · 1

Late filing · 0.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Kevin Regan signed DOLE and Bailey, Inc.'s 2024 Form 5500 as plan administrator.

Kevin Regan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

DOLE and Bailey, Inc.'s EIN is 04-1251820.

EIN 04-1251820

Plan number 002

Plan year 2024

ACK ID 20251201161131NAL0022948914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DOLE and Bailey, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DOLE and Bailey, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOLE AND BAILEY, INC..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.5 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score