401(k) · DOL Form 5500 · 2023

Coller Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
45
Participants Small participant base
68th
Percentile by assets National rank
$346,945
Avg per participant High balance/head
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Official DOL plan name: Coller Capital, Inc. 401(k) Plan · Sponsored by Coller Capital, Inc. · New York · Finance & Insurance

$16M in assets, 45 participants

Coller Capital, Inc.'s Coller Capital, Inc. 401(k) Plan reported $16M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,729 in Finance & Insurance (8,869 peers)

Coller Capital, Inc. multi-year trail

Coller Capital, Inc.'s plans moved +43.6% in assets from 2022 to 2024; this filing shows Coller Capital, Inc. 401(k) Plan at $16M / 45 participants.

#4,729
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY

Coller Capital, Inc. 401(k) Plan's outsized position by total assets

Coller Capital, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$15,612,515 Top 32% higher than 68% of 127,068 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 2023

Coller Capital, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coller Capital, Inc. 401(k) Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coller Capital, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Coller Capital, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Coller Capital, Inc. 401(k) Plan reported participants rose from 41 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 830352299 · Coller Capital, Inc. PY 2023 · 401(k)

Coller Capital, Inc. 401(k) Plan · $16M · 45 · 68th

  • BOY $16M
  • SCH 45
  • EBSA 68th
  • PART 401(k)
  • TYPE near Schuler Shoes, Inc. 401(k) Savings Plan
  • NET ind #4729

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 Finance & Insurance retirement plans → · Plans in New York →

Coller Capital, Inc. 401(k) Plan in the asset neighbourhood

Coller Capital, Inc. 401(k) PlanColler Capital, Inc. 401(k) …$16MSchuler Shoes, Inc. 401(k) Savings PlanSchuler Shoes, Inc. 401(k) S…$16MAero Controls, Inc. 401(k) Profit Sharing PlanAero Controls, Inc. 401(k) P…$16MOmega World Travel 401(k) Savings PlanOmega World Travel 401(k) Sa…$16MUels, LLC Employees Profit Sharing PlanUels, LLC Employees Profit S…$16M
End-of-year total assets ($M) among Coller Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coller Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coller Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 43.55865840978858% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.9M $18.6M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 41 $13M
2023 1 45 $16M
2024 1 58 $19M

Coller Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN830352299
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Coller Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Coller Capital, Inc. 401(k) Plan, Total assets ($B): 0.015612515 · Participants: 45Coller Capital, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Coller Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Coller Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Coller Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Schuler Shoes, Inc. 401(k) Savings Plan in MN ($16M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coller Capital, Inc. 401(k) Plan assets move in 2023? ▼
Coller Capital, Inc. 401(k) Plan grew sharply - up 20.6% during 2023, from $13M to $16M. Reported net income was $3M.
How have Coller Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coller Capital, Inc.'s sponsor-wide assets grew 43.6%, from $13M to $19M.
Which 401(k) plans are similar in size to Coller Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schuler Shoes, Inc. 401(k) Savings Plan in MN ($16M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Coller Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830352299.

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.