401(k) · DOL Form 5500 · 2023

Colonial Savings, F.a. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
452
Participants Below avg headcount
91st
Percentile by assets National rank
$202,346
Avg per participant Above avg balance/head
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Official DOL plan name: Colonial Savings 401(k) Profit Sharing Plan · Sponsored by Colonial Savings, F.a. · Texas · Finance & Insurance

$91M in assets, 452 participants

Colonial Savings, F.a.'s Colonial Savings 401(k) Profit Sharing Plan reported $91M in total assets and 452 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,598 in Finance & Insurance (8,869 peers)

Where Colonial Savings 401(k) Profit Sharing Plan sits by assets

Colonial Savings 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $91M for 452 participants (~$202,346/participant), down 15.3% in 2023.

#7,598
in Finance & Insurance (8,869 peers)
-15.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colonial Savings 401(k) Profit Sharing Plan's outsized position by total assets

Colonial Savings 401(k) Profit Sharing Plan vs every filed plan by assets

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

$91,460,422 Top 9% higher than 91% 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

Colonial Savings 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Savings 401(k) Profit Sharing Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colonial Savings 401(k) Profit Sharing Plan reported net income rose from -$37M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Colonial Savings 401(k) Profit Sharing Plan reported participants fell from 615 in the plan year 2022 filing to 452 in the plan year 2023 filing.
  • Colonial Savings 401(k) Profit Sharing Plan end-of-year assets fell from $108M in the plan year 2022 filing to $91M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751103106 · Colonial Savings, F.a. PY 2023 · 401(k)

Colonial Savings 401(k) Profit Sharing Plan · $91M · 452 · 91st

  • SCH $91M
  • EBSA 452
  • PART 91st
  • TYPE 401(k)
  • NET near Dime Community Bank 401(k) Plan
  • BOOK ind #7598

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 Texas →

Colonial Savings 401(k) Profit Sharing Plan in the asset neighbourhood

David Volkert & Associates, Inc. 401(k) Retirement Savings PlanDavid Volkert & Associates, …$91MColonial Savings 401(k) Profit Sharing PlanColonial Savings 401(k) Prof…$91MDime Community Bank 401(k) PlanDime Community Bank 401(k) P…$91MMbn Savings Plan$91MHyundai 401(k) Plan$91M
End-of-year total assets ($M) among Colonial Savings 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$91M
Net Income-$16M
Employer EIN751103106
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Savings, F.a.)

Sponsor-wide plan assets over time

All Colonial Savings, F.a. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 18.61282421915778% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $108M $87.9M ▼ -18.6%
Year Plans Participants Total Assets
2022 1 615 $108M
2023 1 452 $91M
2024 1 212 $88M

Nearby 401(k) Plans in Texas

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

Colonial Savings 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Colonial Savings 401(k) Profit Sharing Plan, Total assets ($B): 0.091460422 · Participants: 452Colonial Savings 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Colonial Savings 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Colonial Savings 401(k) Profit Sharing Plan side-by-side with 3 peers →

Colonial Savings 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dime Community Bank 401(k) Plan in NY ($91M); by covered participants it is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Colonial Savings 401(k) Profit Sharing Plan assets move in 2023? ▼
Colonial Savings 401(k) Profit Sharing Plan declined sharply - down 15.3% during 2023, from $108M to $91M. Reported net income was -$16M.
How have Colonial Savings, F.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Savings, F.a.'s sponsor-wide assets declined 18.6%, from $108M to $88M.
Where does Colonial Savings 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Colonial Savings 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colonial Savings 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dime Community Bank 401(k) Plan in NY ($91M, 819 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Savings 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vernon Memorial Healthcare Employees Pension & Savings Plan in WI (452 participants, $54M 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 751103106.

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.