ESOP · DOL Form 5500 · 2022
Colonial Group, Inc. ESOP
Data updated 2026-08-11
- $28M
- Total assets
- 360
- Participants
- 82nd
- Percentile by assets
- $77,715
- Avg per participant
Official DOL plan name: Colonial Group, Inc. Employee Stock Ownership Plan · Sponsored by Colonial Group, Inc. · Georgia · Wholesale Trade
$28M in assets, 360 participants
Colonial Group, Inc.'s Colonial Group, Inc. Employee Stock Ownership Plan reported $28M in total assets and 360 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #5,566 in Wholesale Trade (6,843 peers)
Coverage in Georgia
Colonial Group, Inc. Employee Stock Ownership Plan covers 360 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $28M.
- $28M
- total plan assets (2022 EOY)
- 360
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $77,715
- avg assets per participant
Where Colonial Group, Inc. Employee Stock Ownership Plan sits by total assets
Colonial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,977,245 Top 18% higher than 82% 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
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Colonial Group, Inc. Employee Stock Ownership Plan reports 360 participants - about 33% of that state average ($28M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $1M |
| Employer EIN | 582063421 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colonial Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,245 | $144M |
| 2023 | 2 | 3,186 | $214M |
| 2024 | 2 | 3,495 | $195M |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
Colonial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $689M · 1,759
- Choate Construction Company Employee Stock Ownership Plan $316M · 424
- Brent Scarbrough & Company Employee Stock Ownership Plan $253M · 427
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $190M · 397
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $137M · 314
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Colonial Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Colonial Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Colonial Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
- Colonial Group, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Wholesale Trade plans