401(k) · DOL Form 5500 · 2022

The Colony Group, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
302
Participants Below avg headcount
88th
Percentile by assets National rank
$163,989
Avg per participant Above avg balance/head
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Official DOL plan name: The Colony Group, LLC 401(k) Profit Sharing Plan · Sponsored by The Colony Group, LLC · Massachusetts · Finance & Insurance

$50M in assets, 302 participants

The Colony Group, LLC's The Colony Group, LLC 401(k) Profit Sharing Plan reported $50M in total assets and 302 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,470 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

The Colony Group, LLC 401(k) Profit Sharing Plan covers 302 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $50M.

#7,470
in Finance & Insurance (9,261 peers)
-6.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Colony Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Colony Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$49,524,549 Top 12% higher than 88% 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

The Colony Group, LLC 401(k) Profit Sharing 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. The Colony Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (302 participants).

EBSA filing schedule strip

Filing strip 900751149 · The Colony Group, LLC PY 2022 · 401(k)

The Colony Group, LLC 401(k) Profit Sharing Plan · $50M · 302 · 88th

  • BOOK $50M
  • VS-ST 302
  • BOY 88th
  • SCH 401(k)
  • EBSA near Cheiron, Inc. Retirement Savings Plan
  • PART ind #7470

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 Massachusetts →

The Colony Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Cheiron, Inc. Retirement Savings PlanCheiron, Inc. Retirement Sav…$50MWomen's Health Texas 401(k) PlanWomen's Health Texas 401(k) …$50MDelta Dental of New Jersey 401(k) and Profit Sharing PlanDelta Dental of New Jersey 4…$50MThe Colony Group, LLC 401(k) Profit Sharing PlanThe Colony Group, LLC 401(k)…$50MThe Bradbury Company, Inc. Profit Sharing 401(k) PlanThe Bradbury Company, Inc. P…$50M
End-of-year total assets ($M) among The Colony Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$50M
Net Income-$3M
Employer EIN900751149
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Colony Group, LLC)

Sponsor-wide plan assets over time

All The Colony Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$269M 444.1419244423609% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $49.5M $269M ▲ +444.2%
Year Plans Participants Total Assets
2022 1 302 $50M
2023 1 350 $71M
2024 1 370 $269M

Nearby 401(k) Plans in Massachusetts

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

The Colony Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Colony Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.049524549 · Participants: 302The Colony Group, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Colony Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Colony Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Colony Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cheiron, Inc. Retirement Savings Plan in VA ($50M); by covered participants it is N.R.F. Distributors Retirement Savings Plan in ME (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 The Colony Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
The Colony Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 6.1% during 2022, from $53M to $50M. Reported net income was -$3M.
How have The Colony Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Colony Group, LLC's sponsor-wide assets grew 444.1%, from $50M to $269M.
Where does The Colony Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Colony Group, LLC 401(k) Profit Sharing Plan ranks in the 88th 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 The Colony Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cheiron, Inc. Retirement Savings Plan in VA ($50M, 103 participants).
Which 401(k) plans cover a similar participant headcount to The Colony Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is N.R.F. Distributors Retirement Savings Plan in ME (302 participants, $18M 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 900751149.

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.