401(k) · DOL Form 5500 · 2022
O.R. Colan Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 276
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $73,112
- Avg per participant Below avg balance/head
Official DOL plan name: O.R. Colan Associates 401(k) Plan · Sponsored by O.R. Colan Associates, LLC · North Carolina · Real Estate
$20M in assets, 276 participants
O.R. Colan Associates, LLC's O.R. Colan Associates 401(k) Plan reported $20M in total assets and 276 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #4,535 in Real Estate (5,057 peers)
Coverage in North Carolina
O.R. Colan Associates 401(k) Plan covers 276 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $20M.
- #4,535
- in Real Estate (5,057 peers)
- -7.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
O.R. Colan Associates 401(k) Plan's outsized position by total assets
O.R. Colan Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,178,972 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
O.R. Colan Associates 401(k) 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. O.R. Colan Associates 401(k) Plan sits mid-pack in the medium band (276 participants).
EBSA filing schedule strip
Filing strip 010780018 · O.R. Colan Associates, LLC PY 2022 · 401(k)
O.R. Colan Associates 401(k) Plan · $20M · 276 · 77th
- RANK $20M
- RANK 276
- RANK 77th
- RANK 401(k)
- RANK near Playhouse Square Foundation 401(k) Plan
- RANK ind #4535
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 Real Estate retirement plans → · Plans in North Carolina →
O.R. Colan Associates 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 010780018 |
| Plan Effective Date | 2006-12-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (O.R. Colan Associates, LLC)
Sponsor-wide plan assets over time
All O.R. Colan Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 37.00776233794269% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 276 | $20M |
| 2023 | 1 | 331 | $26M |
| 2024 | 1 | 334 | $28M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
O.R. Colan Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Playhouse Square Foundation 401(k) Plan in OH ($20M); by covered participants it is Little Friends, Inc. Profit Sharing Plan in IL (276 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Playhouse Square Foundation 401(k) Plan (OH) $20M · 229
- E.T. Browne Drug Co., Inc 401(k) Plan (NJ) $20M · 258
- Computer Marketing Corporation 401(k) Plan (UT) $20M · 135
- Mayesh Wholesale Florist, Inc. 401(k) Plan (CA) $20M · 230
Similar participant headcount
Nearest other-state filings by covered participants (276 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.