401(k) · DOL Form 5500 · 2022

Coolidge Wall Co Lpa 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
69
Participants Small participant base
83rd
Percentile by assets National rank
$447,938
Avg per participant High balance/head
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Official DOL plan name: Coolidge Wall Co Lpa Retirement Savings Plan · Sponsored by Coolidge Wall Co Lpa · Ohio · Professional & Technical Services

$31M in assets, 69 participants

Coolidge Wall Co Lpa's Coolidge Wall Co Lpa Retirement Savings Plan reported $31M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #18,068 in Professional & Technical Services (21,562 peers)

Where Coolidge Wall Co Lpa Retirement Savings Plan sits by assets

Coolidge Wall Co Lpa Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 69 participants (~$447,938/participant), down 12.0% in 2022.

#18,068
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coolidge Wall Co Lpa Retirement Savings Plan's outsized position by total assets

Coolidge Wall Co Lpa Retirement Savings Plan vs every filed plan by assets

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

$30,907,741 Top 17% higher than 83% 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

Coolidge Wall Co Lpa Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coolidge Wall Co Lpa Retirement Savings Plan is a small filing (69 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 310872613 · Coolidge Wall Co Lpa PY 2022 · 401(k)

Coolidge Wall Co Lpa Retirement Savings Plan · $31M · 69 · 83rd

  • EBSA $31M
  • EBSA 69
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Oxford Financial Group, Ltd. Profit Sharing Plan
  • EBSA ind #18068

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 Ohio →

Coolidge Wall Co Lpa Retirement Savings Plan in the asset neighbourhood

Coolidge Wall Co Lpa Retirement Savings PlanCoolidge Wall Co Lpa Retirem…$31MOxford Financial Group, Ltd. Profit Sharing PlanOxford Financial Group, Ltd.…$31MCato Institute 401(k) Plan$31MEngineered Machined Products, Inc. Employees Salary Deferral PlanEngineered Machined Products…$31ML & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and TrustL & B Realty Advisors, LLP E…$31M
End-of-year total assets ($M) among Coolidge Wall Co Lpa Retirement 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)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN310872613
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coolidge Wall Co Lpa)

Sponsor-wide plan assets over time

All Coolidge Wall Co Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$31M 1.4261508144513053% vs 2022
2023 filing year
$30.8M$31M$31.2M$31.4M 20222023 $30.9M $31.4M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 69 $31M
2023 1 74 $31M

Nearby 401(k) Plans in Ohio

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

Coolidge Wall Co Lpa Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Coolidge Wall Co Lpa Retirement Savings Plan, Total assets ($B): 0.030907741 · Participants: 69Coolidge Wall Co Lpa Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Coolidge Wall Co Lpa Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Coolidge Wall Co Lpa Retirement Savings Plan side-by-side with 3 peers →

Coolidge Wall Co Lpa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Oxford Financial Group, Ltd. Profit Sharing Plan in IN ($31M); by covered participants it is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Coolidge Wall Co Lpa Retirement Savings Plan assets move in 2022? ▼
Coolidge Wall Co Lpa Retirement Savings Plan pulled back noticeably - down 12.0% during 2022, from $35M to $31M. Reported net income was -$4M.
How have Coolidge Wall Co Lpa plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Coolidge Wall Co Lpa's sponsor-wide assets grew 1.4%, from $31M to $31M.
Where does Coolidge Wall Co Lpa Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Coolidge Wall Co Lpa Retirement Savings Plan ranks in the 83rd 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 Coolidge Wall Co Lpa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oxford Financial Group, Ltd. Profit Sharing Plan in IN ($31M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Coolidge Wall Co Lpa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Technologies, Inc. 401(k) Plan in MI (69 participants, N/A 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 310872613.

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.