Profit Sharing · DOL Form 5500 · 2022

Collard Advisory Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$423K
Total assets Small plan by assets
6
Participants Small participant base
17th
Percentile by assets National rank
$70,543
Avg per participant Below avg balance/head
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Official DOL plan name: Collard Advisory Group, Inc. Profit Sharing Plan · Sponsored by Collard Advisory Group, Inc. · Massachusetts · Professional & Technical Services

$423K in assets, 6 participants

Collard Advisory Group, Inc.'s Collard Advisory Group, Inc. Profit Sharing Plan reported $423K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,876 in Professional & Technical Services (21,562 peers)

2022 asset change

Collard Advisory Group, Inc. Profit Sharing Plan contracted severely 73.8% in 2022 ($2M → $423K) for 6 participants.

#2,876
in Professional & Technical Services (21,562 peers)
-73.8%
assets change YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Collard Advisory Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Collard Advisory Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$423,256 17th percentile higher than 17% 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

Collard Advisory Group, Inc. 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. Collard Advisory Group, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 371468133 · Collard Advisory Group, Inc. PY 2022 · Profit Sharing

Collard Advisory Group, Inc. Profit Sharing Plan · $423K · 6 · 17th

  • IND $423K
  • EOY 6
  • 5500 17th
  • ASSETS Profit Sharing
  • PCT near 4 Families, Inc.
  • EIN ind #2876

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 Massachusetts →

Collard Advisory Group, Inc. Profit Sharing Plan in the asset neighbourhood

Collard Advisory Group, Inc. Profit Sharing PlanCollard Advisory Group, Inc.…$423K4 Families, Inc.$423KBio-Janitorial Service, Inc. 401(k) Salary Reduction Plan & TrustBio-Janitorial Service, Inc.…$423KE. Alejandro Diaz Retirement PlanE. Alejandro Diaz Retirement…$423K1st Gen Beauty Inc. Retirement Plan1st Gen Beauty Inc. Retireme…$423K
End-of-year total assets ($M) among Collard Advisory Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Collard Advisory Group, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Collard Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.42M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $423K
2023 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$423K
Net Income-$172K
Employer EIN371468133
Plan Effective Date2003-08-13
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Collard Advisory Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Collard Advisory Group, Inc. Profit Sharing Plan, Total assets ($B): 0.000423256 · Participants: 6Collard Advisory Group, Inc. Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Collard Advisory Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Collard Advisory Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Collard Advisory Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is 4 Families, Inc. in FL ($423K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($423K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Collard Advisory Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Collard Advisory Group, Inc. Profit Sharing Plan contracted severely - down 73.8% during 2022, from $2M to $423K. Reported net income was -$172K.
Where does Collard Advisory Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Collard Advisory Group, Inc. Profit Sharing Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Collard Advisory Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 4 Families, Inc. in FL ($423K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Collard Advisory Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 371468133.

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.