401(k) · DOL Form 5500 · 2023

Colony Brands, Inc. 401(k) Plan

Data updated 2026-08-11

$175M
Total assets
2,035
Participants
94th
Percentile by assets
$85,885
Avg per participant
PlainRetire home → About this data

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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$175M
total plan assets (2023 EOY)
2,035
covered participants
94th
percentile by assets (of 127,072 plans)
$85,885
avg assets per participant

Where Colony Brands, Inc. Retirement Savings Plan sits 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 $2,010,000,000 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

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 →

State
Wisconsin
Industry
Retail Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Colony Brands, Inc. Retirement Savings Plan reports 2,035 participants - 3.6x that state average ($175M EOY assets).

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.)

$200M$220M$240M$260M 202220232024 $208M $246M ▲ +18.3%
Total plan assets by year, all Colony Brands, Inc. plans on file
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

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. …Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Retirement Savings P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Colony Brands, Inc. Retirement Savings Plan by total assets, not by location.

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).

Next read for Colony Brands, Inc. Retirement Savings P…

Filing takeaways

Ways to act on Colony Brands, Inc. Retirement Savings Plan's numbers.

  • By total assets, Colony Brands, Inc. Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Colony Brands, Inc.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Retail Trade plans

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.