Profit Sharing · DOL Form 5500 · 2022
Blum & Colombe, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $665K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $332,391
- Avg per participant High balance/head
Official DOL plan name: Blum & Colombe, Ltd. Retirement Plan · Sponsored by Blum & Colombe, Ltd. · Wisconsin · Professional & Technical Services
$665K in assets, 2 participants
Blum & Colombe, Ltd.'s Blum & Colombe, Ltd. Retirement Plan reported $665K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,652 in Professional & Technical Services (21,562 peers)
2022 asset change
Blum & Colombe, Ltd. Retirement Plan contracted severely 44.8% in 2022 ($1M → $665K) for 2 participants.
- #3,652
- in Professional & Technical Services (21,562 peers)
- -44.8%
- assets change YoY
The plan reported a net loss of $540K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Blum & Colombe, Ltd. Retirement Plan among the smaller filed plans by assets
Blum & Colombe, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$664,781 21st percentile higher than 21% 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
Blum & Colombe, Ltd. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blum & Colombe, Ltd. Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 391711475 · Blum & Colombe, Ltd. PY 2022 · Profit Sharing
Blum & Colombe, Ltd. Retirement Plan · $665K · 2 · 21st
- ASSETS $665K
- PCT 2
- EIN 21st
- RANK Profit Sharing
- PHOTO near Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust
- IND ind #3652
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Blum & Colombe, Ltd. Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $665K |
| Net Income | -$540K |
| Employer EIN | 391711475 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.2B · 5,909
- Electrical Workers Local Union 159 Retirement Plan $310M · 1,344
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $279M · 1,579
- Union Individual Account Retirement Fund $249M · 2,646
- Western Wisconsin Electrical Workers Retirement Plan $239M · 1,142
Blum & Colombe, Ltd. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Mark a. Peterson, D.M.D., P.a. Profit Sharing Plan and Trust in FL ($665K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($665K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.