ESOP · DOL Form 5500 · 2022

Colonial Group, Inc. ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
360
Participants Below avg headcount
82nd
Percentile by assets National rank
$77,715
Avg per participant Below avg balance/head
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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.

  • #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.

#5,566
in Wholesale Trade (6,843 peers)
+3.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Colonial Group, Inc. Employee Stock Ownership Plan's outsized position 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

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

Colonial Group, Inc. Employee Stock Ownership 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. Colonial Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (360 participants).

EBSA filing schedule strip

Filing strip 582063421 · Colonial Group, Inc. PY 2022 · ESOP

Colonial Group, Inc. Employee Stock Ownership Plan · $28M · 360 · 82nd

  • SCH $28M
  • SCH 360
  • SCH 82nd
  • SCH ESOP
  • SCH near B&g Industries, Ltd. Employee Stock Ownership Plan
  • SCH ind #5566

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 What is an ESOP? → · Plans in Georgia →

Colonial Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southern Air Incorporated Employee Stock Ownership Plan and TrustSouthern Air Incorporated Em…$28MRobert D. Gilmore & Associates, Inc. Employee Stock Ownership PlanRobert D. Gilmore & Associat…$28MVon Tobel Corporation Employee Stock Ownership PlanVon Tobel Corporation Employ…$28MColonial Group, Inc. Employee Stock Ownership PlanColonial Group, Inc. Employe…$28MB&g Industries, Ltd. Employee Stock Ownership PlanB&g Industries, Ltd. Employe…$28M
End-of-year total assets ($M) among Colonial Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN582063421
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Group, Inc.)

Sponsor-wide plan assets over time

All Colonial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$195M 34.87191648634484% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $144M $195M ▲ +34.9%
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 Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Colonial Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.977245 · Participants: 360Colonial Group, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 688.646729 · Participants: 1759Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 315.657741 · Participants: 424Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 252.895792 · Participants: 427Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 189.698153 · Participants: 397Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 137.399647 · Participants: 314Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Colonial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Colonial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Colonial Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is B&g Industries, Ltd. Employee Stock Ownership Plan in NY ($28M); by covered participants it is Minnwest Corporation Employee Stock Ownership Plan in MN (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Colonial Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Colonial Group, Inc. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2022, from $27M to $28M. Reported net income was $1M.
How have Colonial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Group, Inc.'s sponsor-wide assets grew 34.9%, from $144M to $195M.
Where does Colonial Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Colonial Group, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 ESOP plans are similar in size to Colonial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is B&g Industries, Ltd. Employee Stock Ownership Plan in NY ($28M, 67 participants).
Which ESOP plans cover a similar participant headcount to Colonial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Minnwest Corporation Employee Stock Ownership Plan in MN (360 participants, $4M 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 582063421.

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.