401(k) · DOL Form 5500 · 2023

Earl W. Colvard, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
501
Participants Below avg headcount
73rd
Percentile by assets National rank
$40,635
Avg per participant Low balance/head
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Official DOL plan name: Earl W. Colvard, Inc. Savings Plan · Sponsored by Earl W. Colvard, Inc. · Florida · Retail Trade

$20M in assets, 501 participants

Earl W. Colvard, Inc.'s Earl W. Colvard, Inc. Savings Plan reported $20M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,976 in Retail Trade (8,414 peers)

Earl W. Colvard, Inc. multi-year trail

Earl W. Colvard, Inc.'s plans moved +30.7% in assets from 2022 to 2024; this filing shows Earl W. Colvard, Inc. Savings Plan at $20M / 501 participants.

#6,976
in Retail Trade (8,414 peers)
+14.7%
assets growth YoY

Earl W. Colvard, Inc. Savings Plan's outsized position by total assets

Earl W. Colvard, Inc. Savings Plan vs every filed plan by assets

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

$20,358,056 Top 27% higher than 73% 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

Earl W. Colvard, Inc. Savings 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. Earl W. Colvard, Inc. Savings Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Earl W. Colvard, Inc. Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Earl W. Colvard, Inc. Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Earl W. Colvard, Inc. Savings Plan reported participants rose from 471 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 592183177 · Earl W. Colvard, Inc. PY 2023 · 401(k)

Earl W. Colvard, Inc. Savings Plan · $20M · 501 · 73rd

  • EBSA $20M
  • EBSA 501
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Trans-System, Inc. 401(k) Plan
  • EBSA ind #6976

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 Florida →

Earl W. Colvard, Inc. Savings Plan in the asset neighbourhood

Earl W. Colvard, Inc. Savings PlanEarl W. Colvard, Inc. Saving…$20MTrans-System, Inc. 401(k) PlanTrans-System, Inc. 401(k) Pl…$20MBuch Construction, Inc. Employees' 401(k) PlanBuch Construction, Inc. Empl…$20MBluefors Cryocooler Technologies Inc. 401(k) PlanBluefors Cryocooler Technolo…$20MPhpni Retirement Plan$20M
End-of-year total assets ($M) among Earl W. Colvard, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Earl W. Colvard, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Earl W. Colvard, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 30.68268727235035% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.7M $23.2M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 471 $18M
2023 1 501 $20M
2024 1 513 $23M

Earl W. Colvard, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN592183177
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Earl W. Colvard, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Earl W. Colvard, Inc. Savings Plan, Total assets ($B): 0.020358056 · Participants: 501Earl W. Colvard, Inc. Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Earl W. Colvard, Inc. Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Earl W. Colvard, Inc. Savings Plan side-by-side with 3 peers →

Earl W. Colvard, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Trans-System, Inc. 401(k) Plan in WA ($20M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Earl W. Colvard, Inc. Savings Plan assets move in 2023? ▼
Earl W. Colvard, Inc. Savings Plan grew at a solid clip - up 14.7% during 2023, from $18M to $20M. Reported net income was $3M.
How have Earl W. Colvard, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Earl W. Colvard, Inc.'s sponsor-wide assets grew 30.7%, from $18M to $23M.
Which 401(k) plans are similar in size to Earl W. Colvard, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trans-System, Inc. 401(k) Plan in WA ($20M, 670 participants).
Which 401(k) plans cover a similar participant headcount to Earl W. Colvard, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M 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 592183177.

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.