Defined Benefit (Pension) · DOL Form 5500 · 2022
Colony Brands, Inc. Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 1,982
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $26,744
- Avg per participant Low balance/head
Official DOL plan name: Colony Brands, Inc. Pension Plan · Sponsored by Colony Brands, Inc. · Wisconsin · Retail Trade
$53M in assets, 1,982 participants
Colony Brands, Inc.'s Colony Brands, Inc. Pension Plan reported $53M in total assets and 1,982 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.
- #8,926 in Retail Trade (9,519 peers)
Coverage in Wisconsin
Colony Brands, Inc. Pension Plan covers 1,982 participants in Wisconsin, 3.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $53M.
- #8,926
- in Retail Trade (9,519 peers)
- -26.1%
- assets change YoY
- 0.5×
- 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.
Colony Brands, Inc. Pension Plan's outsized position by total assets
Colony Brands, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$53,005,714 Top 12% higher than 88% 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
Colony Brands, Inc. Pension 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. Colony Brands, Inc. Pension Plan lands in the large band (1,982 participants).
DOL schedule card
Filing strip 390869862 · Colony Brands, Inc. PY 2022 · Defined Benefit (Pension)
Colony Brands, Inc. Pension Plan · $53M · 1,982 · 88th
- SCH $53M
- SCH 1,982
- SCH 88th
- SCH Defined Benefit (Pension)
- SCH near Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan
- SCH ind #8926
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 Retail Trade retirement plans → · Plans in Wisconsin →
Colony Brands, Inc. Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$19M |
| Employer EIN | 390869862 |
| Plan Effective Date | 1967-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colony Brands, Inc.)
Sponsor-wide plan assets over time
All Colony Brands, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $246M 18.291121862586447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,190 | $208M |
| 2023 | 2 | 3,845 | $234M |
| 2024 | 2 | 3,737 | $246M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Colony Brands, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan in AL ($53M); by covered participants it is Spire Missouri Employees' Retirement Plan in MO (1,982 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Tuscaloosa Plumbers & Steamfitters Local 372 Pension Plan (AL) $53M · 215
- Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust (NC) $53M · 509
- Alixpartners, LLP Cash Balance Plan (MI) $53M · 180
- The Defined Benefit Pension Plan of the Children's Institute of Pittsburgh (PA) $53M · 57
Similar participant headcount
Nearest other-state filings by covered participants (1,982 participants); asset peers above are excluded.
- Spire Missouri Employees' Retirement Plan (MO) 1,982 · 0 off
- Kodak Retirement Income Plan (NY) 1,985 · 3 off
- University of Maryland Medical System Corporation Pension Plan (MD) 1,978 · 4 off
- Harris Teeter Supermarkets, Inc. Employees' Pension Plan (NC) 1,987 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.