Money Purchase · DOL Form 5500 · 2022
Coleman Professional Services Inc. Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 837
- Participants
- 64th
- Percentile by assets
- $11,415
- Avg per participant
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.
- 64th percentile by assets (of 139,126 plans)
- #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.
- $10M
- total plan assets (2022 EOY)
- 837
- covered participants
- 64th
- percentile by assets (of 139,126 plans)
- $11,415
- avg assets per participant
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 Inc. across 3 plan years on file
Across the 3 plan years Coleman Professional Services Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $19M, a decline of 12.4%, while reported participants moved from 1,674 to 1,761 (+5.2%). Peak year by sponsor assets: 2023 ($24M); trough: 2024 ($19M).
Coleman Professional Services Inc. multi-year asset trail
| 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 EIN | 341240178 |
| Plan Effective Date | 1982-03-29 |
| Filing Status | FILING 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
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.3B · 44,824
- The Cleveland Clinic Foundation Cash Balance Plan $1.2B · 4,506
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $441M · 6,972
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $415M · 1,076
- University of Dayton Defined Contribution Retirement Plan $303M · 2,818
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Coleman Professional Services Employees Pension Plan by total assets, not by location.
- First State Bank of Carthage Employee Money Purchase Plan & Trust (TX) $10M · 44
- Baptist Community Services 401(a) Retirement Plan (TX) $10M · 392
- Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan (TX) $10M · 203
- Dimarino-Kroop-Prieto Gastrointestinal Associates, P.a. Terminated Pension Plan (NJ) $9M · 2
Frequently Asked Questions
How did Coleman Professional Services Employees Pension Plan assets move in 2022? ▼
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Multi-year trail
Ways to act on Coleman Professional Services Employees Pension Plan's numbers.
- By total assets, Coleman Professional Services Employees Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Coleman Professional Services Inc.'s sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans