Defined Benefit (Pension) · DOL Form 5500 · 2022
James E Collis Ltd Pension Plan
Data updated 2026-08-25
- $233K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $116,667
- Avg per participant Below avg balance/head
Official DOL plan name: James E Collis Ltd Profit Sharing Plan · Sponsored by James E Collis Ltd · Wisconsin · Professional & Technical Services
$233K in assets, 2 participants
James E Collis Ltd's James E Collis Ltd Profit Sharing Plan reported $233K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #2,057 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
James E Collis Ltd Profit Sharing Plan holds $233K for 2 participants - about $116,667 per participant, among the smaller plans by assets on file.
- #2,057
- in Professional & Technical Services (21,562 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James E Collis Ltd Profit Sharing Plan among the smaller filed plans by assets
James E Collis Ltd Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$233,333 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James E Collis Ltd Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James E Collis Ltd Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 391700048 · James E Collis Ltd PY 2022 · Defined Benefit (Pension)
James E Collis Ltd Profit Sharing Plan · $233K · 2 · 12th
- VS-ST $233K
- BOY 2
- SCH 12th
- EBSA Defined Benefit (Pension)
- PART near Core Development Company, LLC Defined Benefit Pension Plan
- TYPE ind #2057
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
James E Collis Ltd Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $246K |
|---|---|
| Net Assets (End of Year) | $233K |
| Net Income | -$13K |
| Employer EIN | 391700048 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
James E Collis Ltd Profit Sharing Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Core Development Company, LLC Defined Benefit Pension Plan in NY ($234K); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($233K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.