401(k) · DOL Form 5500 · 2022

Colliers Mortgage Holdings LLC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
288
Participants Below avg headcount
90th
Percentile by assets National rank
$226,455
Avg per participant Above avg balance/head
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Official DOL plan name: Colliers Mortgage Holdings LLC Employee 401(k) Plan · Sponsored by Colliers Mortgage Holdings LLC · Minnesota · Finance & Insurance

$65M in assets, 288 participants

Colliers Mortgage Holdings LLC's Colliers Mortgage Holdings LLC Employee 401(k) Plan reported $65M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,773 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Colliers Mortgage Holdings LLC Employee 401(k) Plan covers 288 participants in Minnesota, about 26% of the average Minnesota filer (state average ~1,126 per filing). Assets: $65M.

#7,773
in Finance & Insurance (9,261 peers)
-22.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colliers Mortgage Holdings LLC Employee 401(k) Plan's outsized position by total assets

Colliers Mortgage Holdings LLC Employee 401(k) Plan vs every filed plan by assets

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

$65,218,930 Top 10% higher than 90% 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

Colliers Mortgage Holdings LLC Employee 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. Colliers Mortgage Holdings LLC Employee 401(k) Plan sits mid-pack in the medium band (288 participants).

Form 5500 schedule snapshot

Filing strip 844377206 · Colliers Mortgage Holdings LLC PY 2022 · 401(k)

Colliers Mortgage Holdings LLC Employee 401(k) Plan · $65M · 288 · 90th

  • PART $65M
  • PART 288
  • PART 90th
  • PART 401(k)
  • PART near Accolade, Inc. 401(k) Plan
  • PART ind #7773

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Colliers Mortgage Holdings LLC Employee 401(k) Plan in the asset neighbourhood

Red River 401(k) Retirement PlanRed River 401(k) Retirement …$65MDierbergs Markets, Inc. 401(k) PlanDierbergs Markets, Inc. 401(…$65MColliers Mortgage Holdings LLC Employee 401(k) PlanColliers Mortgage Holdings L…$65MAccolade, Inc. 401(k) Plan$65MThe Orthopaedic Center 401(k) Profit Sharing PlanThe Orthopaedic Center 401(k…$65M
End-of-year total assets ($M) among Colliers Mortgage Holdings LLC Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$65M
Net Income-$19M
Employer EIN844377206
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colliers Mortgage Holdings LLC)

Sponsor-wide plan assets over time

All Colliers Mortgage Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 38.328951425606036% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.2M $90.2M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 288 $65M
2023 1 278 $79M
2024 1 345 $90M

Nearby 401(k) Plans in Minnesota

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

Colliers Mortgage Holdings LLC Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Colliers Mortgage Holdings LLC Employee 401(k) Plan, Total assets ($B): 0.06521893 · Participants: 288Colliers Mortgage Holdings LLC Employee 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Colliers Mortgage Holdings LLC Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Colliers Mortgage Holdings LLC Employee 401(k) Plan side-by-side with 3 peers →

Colliers Mortgage Holdings LLC Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Accolade, Inc. 401(k) Plan in PA ($65M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Colliers Mortgage Holdings LLC Employee 401(k) Plan assets move in 2022? ▼
Colliers Mortgage Holdings LLC Employee 401(k) Plan declined sharply - down 22.2% during 2022, from $84M to $65M. Reported net income was -$19M.
How have Colliers Mortgage Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colliers Mortgage Holdings LLC's sponsor-wide assets grew 38.3%, from $65M to $90M.
Where does Colliers Mortgage Holdings LLC Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Colliers Mortgage Holdings LLC Employee 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colliers Mortgage Holdings LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accolade, Inc. 401(k) Plan in PA ($65M, 2,282 participants).
Which 401(k) plans cover a similar participant headcount to Colliers Mortgage Holdings LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 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 844377206.

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.