Money Purchase · DOL Form 5500 · 2022

Coleman Professional Services Inc. Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
837
Participants Near avg headcount
64th
Percentile by assets National rank
$11,415
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coleman Professional Services Employees Pension Plan · Sponsored by Coleman Professional Services Inc. · Ohio · Healthcare & Social Assistance

$10M in assets, 837 participants

Coleman Professional Services Inc.'s Coleman Professional Services Employees Pension Plan reported $10M in total assets and 837 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,933 in Healthcare & Social Assistance (20,060 peers)

Coleman Professional Services Inc. multi-year trail

Coleman Professional Services Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Coleman Professional Services Employees Pension Plan at $10M / 837 participants.

#13,933
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coleman Professional Services Employees Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Coleman Professional Services Employees Pension Plan vs every filed plan by assets

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

$9,554,439 Top 36% higher than 64% 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

Coleman Professional Services Employees Pension 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. Coleman Professional Services Employees Pension Plan sits mid-pack in the medium band (837 participants).

Published 5500 schedule card

Filing strip 341240178 · Coleman Professional Services Inc. PY 2022 · Money Purchase

Coleman Professional Services Employees Pension Plan · $10M · 837 · 64th

  • VS-ST $10M
  • VS-ST 837
  • VS-ST 64th
  • VS-ST Money Purchase
  • VS-ST near First State Bank of Carthage Employee Money Purchase Plan & Trust
  • VS-ST ind #13933

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Coleman Professional Services Employees Pension Plan in the asset neighbourhood

Pembina U.S. Corporation and Affiliates Money Purchase Pension PlanPembina U.S. Corporation and…$10MFirst State Bank of Carthage Employee Money Purchase Plan & TrustFirst State Bank of Carthage…$10MColeman Professional Services Employees Pension PlanColeman Professional Service…$10MBaptist Community Services 401(a) Retirement PlanBaptist Community Services 4…$10MDimarino-Kroop-Prieto Gastrointestinal Associates, P.a. Terminated Pension PlanDimarino-Kroop-Prieto Gastro…$9M
End-of-year total assets ($M) among Coleman Professional Services Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Coleman Professional Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coleman Professional Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.364696658037918% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $21.4M $18.8M ▼ -12.4%
Year Plans Participants Total Assets
2022 2 1,674 $21M
2023 2 1,734 $24M
2024 2 1,761 $19M

Coleman Professional Services Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN341240178
Plan Effective Date1982-03-29
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Coleman Professional Services Employees Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Coleman Professional Services Employees Pension Plan, Total assets ($B): 0.009554439 · Participants: 837Coleman Professional Services Employees Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement Plan
Coleman Professional Services Employees Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Coleman Professional Services Employees Pension Plan side-by-side with 3 peers →

Coleman Professional Services Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is First State Bank of Carthage Employee Money Purchase Plan & Trust in TX ($10M); by covered participants it is Sheet Metal Workers Local 219 Retirement Savings Fund in IL (839 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (837 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 Coleman Professional Services Employees Pension Plan assets move in 2022? ▼
Coleman Professional Services Employees Pension Plan declined sharply - down 15.5% during 2022, from $11M to $10M. Reported net income was -$2M.
How have Coleman Professional Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman Professional Services Inc.'s sponsor-wide assets declined 12.4%, from $21M to $19M.
Which Money Purchase plans are similar in size to Coleman Professional Services Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is First State Bank of Carthage Employee Money Purchase Plan & Trust in TX ($10M, 44 participants).
Which Money Purchase plans cover a similar participant headcount to Coleman Professional Services Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sheet Metal Workers Local 219 Retirement Savings Fund in IL (839 participants, $158M 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 341240178.

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.