401(k) · DOL Form 5500 · 2022
Colonial Management Group, LP 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 1,281
- Participants Near avg headcount
Official DOL plan name: Colonial Management Group, LP 401 (K) Plan · Sponsored by Colonial Management Group, LP · Florida · Healthcare & Social Assistance
N/A in assets, 1,281 participants
Colonial Management Group, LP's Colonial Management Group, LP 401 (K) Plan reported N/A in total assets and 1,281 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Florida
Colonial Management Group, LP 401 (K) Plan covers 1,281 participants in Florida, 2.0x the typical Florida plan (state average ~628 per filing). Assets: N/A.
- -$2M
- reported net income
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.
Colonial Management Group, LP 401 (K) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Management Group, LP 401 (K) Plan lands in the large band (1,281 participants).
DOL schedule card
Filing strip 061493144 · Colonial Management Group, LP PY 2022 · 401(k)
Colonial Management Group, LP 401 (K) Plan · N/A · 1,281
- SCH N/A
- SCH 1,281
- SCH PY 2022
- SCH 401(k)
- SCH near Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan
- SCH 2.0× state
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 Florida →
Florida filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$2M |
| Employer EIN | 061493144 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colonial Management Group, LP)
Sponsor-wide plan assets over time
All Colonial Management Group, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,281 | N/A |
| 2024 | 1 | 1,408 | $24M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Colonial Management Group, LP 401 (K) Plan's closest out-of-state 401(k) peers by headcount
Outside Florida, the nearest 401(k) by covered participants is Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan in MA (1,281 participants; this filing: 1,281 participants).
Similar participant headcount
Nearest other-state filings by covered participants (1,281 participants); asset peers above are excluded.
- Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan (MA) 1,281 · 0 off
- Dechert LLP Salary Savings Plan (PA) 1,281 · 0 off
- Ground Effects, LLC 401(k) Retirement Plan (OH) 1,281 · 0 off
- Sappi North America, Inc. Hourly Investment Plan (MA) 1,282 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.