401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$108M
Total assets Near avg plan size
615
Participants Below avg headcount
93rd
Percentile by assets National rank
$175,527
Avg per participant Above avg balance/head
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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.

  • #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.

#8,245
in Finance & Insurance (9,261 peers)
-25.4%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Colonial Savings 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Colonial Savings 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Savings 401(k) Profit Sharing Plan sits mid-pack in the medium band (615 participants).

Form 5500 schedule snapshot

Filing strip 751103106 · Colonial Savings, F.a. PY 2022 · 401(k)

Colonial Savings 401(k) Profit Sharing Plan · $108M · 615 · 93rd

  • PCT $108M
  • PCT 615
  • PCT 93rd
  • PCT 401(k)
  • PCT near Anesthesia Associates of Ann Arbor PLLC Profit Sharing Plan
  • PCT ind #8245

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 Texas →

Colonial Savings 401(k) Profit Sharing Plan in the asset neighbourhood

Straumann Manufacturing, Inc. 401(k) Savings PlanStraumann Manufacturing, Inc…$108MAnesthesia Associates of Ann Arbor PLLC Profit Sharing PlanAnesthesia Associates of Ann…$108MColonial Savings 401(k) Profit Sharing PlanColonial Savings 401(k) Prof…$108MFirst Bancorp Employees' 401(k) Savings PlanFirst Bancorp Employees' 401…$108MVcna 401(k) Profit Sharing PlanVcna 401(k) Profit Sharing P…$108M
End-of-year total assets ($M) among Colonial Savings 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Colonial Savings, F.a. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 18.61282421915778% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $108M $87.9M ▼ -18.6%
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 ($B) Participants Colonial Savings 401(k) Profit Sharing Plan, Total assets ($B): 0.107948857 · Participants: 615Colonial Savings 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell 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 Plan side-by-side with 3 peers →

Colonial Savings 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Anesthesia Associates of Ann Arbor PLLC Profit Sharing Plan in MI ($108M); by covered participants it is Orthosynetics, Inc. 401(k) Profit Sharing Plan in LA (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (615 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 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).
Which 401(k) plans cover a similar participant headcount to Colonial Savings 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orthosynetics, Inc. 401(k) Profit Sharing Plan in LA (615 participants, $12M 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 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.