401(k) · DOL Form 5500 · 2022

Coller Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
41
Participants Small participant base
70th
Percentile by assets National rank
$315,653
Avg per participant High balance/head
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Official DOL plan name: Coller Capital, Inc. 401(k) Plan · Sponsored by Coller Capital, Inc. · New York · Finance & Insurance

$13M in assets, 41 participants

Coller Capital, Inc.'s Coller Capital, Inc. 401(k) Plan reported $13M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,998 in Finance & Insurance (9,261 peers)

Coller Capital, Inc. multi-year trail

Coller Capital, Inc.'s plans moved +43.6% in assets from 2022 to 2024; this filing shows Coller Capital, Inc. 401(k) Plan at $13M / 41 participants.

#4,998
in Finance & Insurance (9,261 peers)
-21.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coller Capital, Inc. 401(k) Plan's outsized position by total assets

Coller Capital, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,941,776 Top 30% higher than 70% of 139,123 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 2022

Coller Capital, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coller Capital, Inc. 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 830352299 · Coller Capital, Inc. PY 2022 · 401(k)

Coller Capital, Inc. 401(k) Plan · $13M · 41 · 70th

  • VS-ST $13M
  • VS-ST 41
  • VS-ST 70th
  • VS-ST 401(k)
  • VS-ST near S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan
  • VS-ST ind #4998

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 New York →

Coller Capital, Inc. 401(k) Plan in the asset neighbourhood

Coller Capital, Inc. 401(k) PlanColler Capital, Inc. 401(k) …$13MS.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanS.H. Tevis & Son, Inc. Emplo…$13MJetcars, Inc 401(k) Plan & TrustJetcars, Inc 401(k) Plan & T…$13MTrue Religion Apparel, Inc. 401(k) PlanTrue Religion Apparel, Inc. …$13MThe Contractors Retirement PlanThe Contractors Retirement P…$13M
End-of-year total assets ($M) among Coller Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Coller Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coller Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 43.55865840978858% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.9M $18.6M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 41 $13M
2023 1 45 $16M
2024 1 58 $19M

Coller Capital, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN830352299
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Coller Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Coller Capital, Inc. 401(k) Plan, Total assets ($B): 0.012941776 · Participants: 41Coller Capital, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Coller Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Coller Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Coller Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan in MD ($13M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coller Capital, Inc. 401(k) Plan assets move in 2022? ▼
Coller Capital, Inc. 401(k) Plan declined sharply - down 21.2% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Coller Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coller Capital, Inc.'s sponsor-wide assets grew 43.6%, from $13M to $19M.
Which 401(k) plans are similar in size to Coller Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is S.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing Plan in MD ($13M, 281 participants).
Which 401(k) plans cover a similar participant headcount to Coller Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830352299.

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.