401(k) · DOL Form 5500 · 2022

Colony Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
2,208
Participants Above avg headcount
95th
Percentile by assets National rank
$70,222
Avg per participant Below avg balance/head
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Official DOL plan name: Colony Brands, Inc. Retirement Savings Plan · Sponsored by Colony Brands, Inc. · Wisconsin · Retail Trade

$155M in assets, 2,208 participants

Colony Brands, Inc.'s Colony Brands, Inc. Retirement Savings Plan reported $155M in total assets and 2,208 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,243 in Retail Trade (9,519 peers)

Coverage in Wisconsin

Colony Brands, Inc. Retirement Savings Plan covers 2,208 participants in Wisconsin, 3.9x the typical Wisconsin plan (state average ~563 per filing). Assets: $155M.

#9,243
in Retail Trade (9,519 peers)
-20.7%
assets change YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colony Brands, Inc. Retirement Savings Plan's outsized position by total assets

Colony Brands, Inc. Retirement Savings Plan vs every filed plan by assets

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

$155,049,660 Top 5% higher than 95% 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

Colony Brands, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colony Brands, Inc. Retirement Savings Plan lands in the large band (2,208 participants).

Plan-year Form 5500 strip

Filing strip 390869862 · Colony Brands, Inc. PY 2022 · 401(k)

Colony Brands, Inc. Retirement Savings Plan · $155M · 2,208 · 95th

  • EIN $155M
  • RANK 2,208
  • PHOTO 95th
  • IND 401(k)
  • EOY near Hoerbiger US Retirement Plan
  • 5500 ind #9243

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 Retail Trade retirement plans → · Plans in Wisconsin →

Colony Brands, Inc. Retirement Savings Plan in the asset neighbourhood

Moda Partners, Inc. Employee Retirement PlanModa Partners, Inc. Employee…$155MVibra Healthcare Retirement PlanVibra Healthcare Retirement …$155MColony Brands, Inc. Retirement Savings PlanColony Brands, Inc. Retireme…$155MHoerbiger US Retirement Plan$155MStites & Harbison, PLLC Restated Security Plan IStites & Harbison, PLLC Rest…$155M
End-of-year total assets ($M) among Colony Brands, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$155M
Net Income-$40M
Employer EIN390869862
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colony Brands, Inc.)

Sponsor-wide plan assets over time

All Colony Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$246M 18.291121862586447% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $208M $246M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 4,190 $208M
2023 2 3,845 $234M
2024 2 3,737 $246M

Nearby 401(k) Plans in Wisconsin

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

Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246 Total assets ($B) Participants Colony Brands, Inc. Retirement Savings Plan, Total assets ($B): 0.15504966 · Participants: 2208Colony Brands, Inc. Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Retirement Savings Plan side-by-side with 3 peers →

Colony Brands, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hoerbiger US Retirement Plan in FL ($155M); by covered participants it is Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company in AL (2,208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($155M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,208 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 Colony Brands, Inc. Retirement Savings Plan assets move in 2022? ▼
Colony Brands, Inc. Retirement Savings Plan declined sharply - down 20.7% during 2022, from $196M to $155M. Reported net income was -$40M.
How have Colony Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colony Brands, Inc.'s sponsor-wide assets grew 18.3%, from $208M to $246M.
Where does Colony Brands, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Colony Brands, Inc. Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Colony Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoerbiger US Retirement Plan in FL ($155M, 918 participants).
Which 401(k) plans cover a similar participant headcount to Colony Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Savings and Profit Sharing Plan and Trust Agreement of Alfa Mutual Insurance Company in AL (2,208 participants, $213M 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 390869862.

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.