401(k) · DOL Form 5500 · 2022

Earl W. Colvard, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
471
Participants Below avg headcount
75th
Percentile by assets National rank
$37,669
Avg per participant Low balance/head
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Official DOL plan name: Earl W. Colvard, Inc. Savings Plan · Sponsored by Earl W. Colvard, Inc. · Florida · Retail Trade

$18M in assets, 471 participants

Earl W. Colvard, Inc.'s Earl W. Colvard, Inc. Savings Plan reported $18M in total assets and 471 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,090 in Retail Trade (9,519 peers)

Where Earl W. Colvard, Inc. Savings Plan sits by assets

Earl W. Colvard, Inc. Savings Plan sits in the top quartile of all filed plans by assets, $18M for 471 participants (~$37,669/participant), down 15.1% in 2022.

#8,090
in Retail Trade (9,519 peers)
-15.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Earl W. Colvard, Inc. Savings Plan's outsized position by total assets

Earl W. Colvard, Inc. Savings Plan vs every filed plan by assets

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

$17,741,901 Top 25% higher than 75% 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

Earl W. Colvard, Inc. Savings 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. Earl W. Colvard, Inc. Savings Plan sits mid-pack in the medium band (471 participants).

Published 5500 schedule card

Filing strip 592183177 · Earl W. Colvard, Inc. PY 2022 · 401(k)

Earl W. Colvard, Inc. Savings Plan · $18M · 471 · 75th

  • PCT $18M
  • EIN 471
  • RANK 75th
  • PHOTO 401(k)
  • IND near Forward Service Corporation 401(k) Plan
  • EOY ind #8090

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 Florida →

Earl W. Colvard, Inc. Savings Plan in the asset neighbourhood

Earl W. Colvard, Inc. Savings PlanEarl W. Colvard, Inc. Saving…$18MForward Service Corporation 401(k) PlanForward Service Corporation …$18MIndependent Bank 401(k) Plan$18MSalary Reduction Profit Sharing Plan Retirement Trust of Monroe Plumbing & Heating Co.Salary Reduction Profit Shar…$18MPrism Maritime, LLC Retirement TrustPrism Maritime, LLC Retireme…$18M
End-of-year total assets ($M) among Earl W. Colvard, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN592183177
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Earl W. Colvard, Inc.)

Sponsor-wide plan assets over time

All Earl W. Colvard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 30.68268727235035% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.7M $23.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 471 $18M
2023 1 501 $20M
2024 1 513 $23M

Nearby 401(k) Plans in Florida

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

Earl W. Colvard, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Earl W. Colvard, Inc. Savings Plan, Total assets ($B): 0.017741901 · Participants: 471Earl W. Colvard, Inc. Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Earl W. Colvard, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Earl W. Colvard, Inc. Savings Plan side-by-side with 3 peers →

Earl W. Colvard, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Forward Service Corporation 401(k) Plan in WI ($18M); by covered participants it is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Earl W. Colvard, Inc. Savings Plan assets move in 2022? ▼
Earl W. Colvard, Inc. Savings Plan declined sharply - down 15.1% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Earl W. Colvard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earl W. Colvard, Inc.'s sponsor-wide assets grew 30.7%, from $18M to $23M.
Where does Earl W. Colvard, Inc. Savings Plan rank by assets among Form 5500 filers? ▼
Earl W. Colvard, Inc. Savings Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Earl W. Colvard, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forward Service Corporation 401(k) Plan in WI ($18M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Earl W. Colvard, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS (471 participants, $46M 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 592183177.

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.