401(k) · DOL Form 5500 · 2022

Colonial Savings, F.a. 401(k) Plan

Data updated 2026-08-11

$108M
Total assets
615
Participants
93rd
Percentile by assets
$175,527
Avg per participant
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Official DOL plan name: Colonial Savings 401(k) Profit Sharing Plan · Sponsored by Colonial Savings, F.a. · Texas · Finance & Insurance

$108M in assets, 615 participants

Colonial Savings, F.a.'s Colonial Savings 401(k) Profit Sharing Plan reported $108M in total assets and 615 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #8,245 in Finance & Insurance (9,261 peers)

Where Colonial Savings 401(k) Profit Sharing Plan sits by assets

Colonial Savings 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $108M for 615 participants (~$175,527/participant), down 25.4% in 2022.

$108M
total plan assets (2022 EOY)
615
covered participants
93rd
percentile by assets (of 139,126 plans)
$175,527
avg assets per participant

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Colonial Savings 401(k) Profit Sharing Plan sits by total assets

Colonial Savings 401(k) Profit Sharing Plan vs every filed plan by assets

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

$107,948,857 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Finance & Insurance

Colonial Savings 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Colonial Savings 401(k) Profit Sharing Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$145M
Net Assets (End of Year)$108M
Net Income-$37M
Employer EIN751103106
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Savings, F.a.)

$80M$90M$100M$110M 202220232024 $108M $87.9M ▼ -18.6%
Total plan assets by year, all Colonial Savings, F.a. plans on file
Year Plans Participants Total Assets
2022 1 615 $108M
2023 1 452 $91M
2024 1 212 $88M

Nearby 401(k) Plans in Texas

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

Colonial Savings 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Colonial Savings 401…, Total assets ($B): 0.107948857 · Participants: 615Colonial Savings 401…AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Colonial Savings 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Colonial Savings 401(k) Profit Sharing P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Colonial Savings 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Colonial Savings 401(k) Profit Sharing Plan assets move in 2022? ▼
Colonial Savings 401(k) Profit Sharing Plan declined sharply - down 25.4% during 2022, from $145M to $108M. Reported net income was -$37M.
How have Colonial Savings, F.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Savings, F.a.'s sponsor-wide assets declined 18.6%, from $108M to $88M.
Where does Colonial Savings 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Colonial Savings 401(k) Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colonial Savings 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anesthesia Associates of Ann Arbor PLLC Profit Sharing Plan in MI ($108M, 147 participants).

Next read for Colonial Savings 401(k) Profit Sharing P…

Scale reading

Ways to act on Colonial Savings 401(k) Profit Sharing Plan's numbers.

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 751103106.

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.