401(k) · DOL Form 5500 · 2023

Colony Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$175M
Total assets Near avg plan size
2,035
Participants Near avg headcount
94th
Percentile by assets National rank
$85,885
Avg per participant Below avg balance/head
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Official DOL plan name: Colony Brands, Inc. Retirement Savings Plan · Sponsored by Colony Brands, Inc. · Wisconsin · Retail Trade

$175M in assets, 2,035 participants

Colony Brands, Inc.'s Colony Brands, Inc. Retirement Savings Plan reported $175M in total assets and 2,035 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,138 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Colony Brands, Inc. Retirement Savings Plan covers 2,035 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $175M.

#8,138
in Retail Trade (8,414 peers)
+12.7%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Colony Brands, Inc. Retirement Savings Plan's outsized position by total assets

Colony Brands, Inc. Retirement Savings Plan vs every filed plan by assets

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

$174,776,590 Top 6% higher than 94% 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

Colony Brands, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colony Brands, Inc. Retirement Savings Plan lands in the large band (2,035 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colony Brands, Inc. Retirement Savings Plan reported net income rose from -$40M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Colony Brands, Inc. Retirement Savings Plan end-of-year assets rose from $155M in the plan year 2022 filing to $175M in the plan year 2023 filing.
  • Colony Brands, Inc. Retirement Savings Plan reported participants fell from 2,208 in the plan year 2022 filing to 2,035 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390869862 · Colony Brands, Inc. PY 2023 · 401(k)

Colony Brands, Inc. Retirement Savings Plan · $175M · 2,035 · 94th

  • TYPE $175M
  • NET 2,035
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near Smc Corporation Retirement Savings Plan
  • SCH ind #8138

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. Retirement Savings Plan in the asset neighbourhood

Aprio Employees Retirement PlanAprio Employees Retirement P…$175MSmc Corporation Retirement Savings PlanSmc Corporation Retirement S…$175MChico's Fas, Inc. 401(k) Elective Deferral PlanChico's Fas, Inc. 401(k) Ele…$175MColony Brands, Inc. Retirement Savings PlanColony Brands, Inc. Retireme…$175MNemak USA, Inc. Retirement Savings PlanNemak USA, Inc. Retirement S…$175M
End-of-year total assets ($M) among Colony Brands, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$175M
Net Income$20M
Employer EIN390869862
Plan Effective Date1986-04-01
Filing StatusFILING 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
$200M$220M$240M$260M 202220232024 $208M $246M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 4,190 $208M
2023 2 3,845 $234M
2024 2 3,737 $246M

Nearby 401(k) Plans in Wisconsin

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

Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Colony Brands, Inc. Retirement Savings Plan, Total assets ($B): 0.17477659 · Participants: 2035Colony Brands, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Retirement Savings Plan side-by-side with 3 peers →

Colony Brands, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Smc Corporation Retirement Savings Plan in IN ($175M); by covered participants it is New Jersey Nursing Home 401(k) and Profit Sharing Plan in NJ (2,035 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,035 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 Colony Brands, Inc. Retirement Savings Plan assets move in 2023? ▼
Colony Brands, Inc. Retirement Savings Plan grew at a solid clip - up 12.7% during 2023, from $155M to $175M. Reported net income was $20M.
How have Colony Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colony Brands, Inc.'s sponsor-wide assets grew 18.3%, from $208M to $246M.
Where does Colony Brands, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Colony Brands, Inc. Retirement Savings Plan ranks in the 94th 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 Colony Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smc Corporation Retirement Savings Plan in IN ($175M, 1,310 participants).
Which 401(k) plans cover a similar participant headcount to Colony Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Jersey Nursing Home 401(k) and Profit Sharing Plan in NJ (2,035 participants, $32M 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 390869862.

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.