401(k) · DOL Form 5500 · 2023

O.R. Colan Associates, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
331
Participants Below avg headcount
77th
Percentile by assets National rank
$77,349
Avg per participant Below avg balance/head
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Official DOL plan name: O.R. Colan Associates 401(k) Plan · Sponsored by O.R. Colan Associates, LLC · North Carolina · Real Estate

$26M in assets, 331 participants

O.R. Colan Associates, LLC's O.R. Colan Associates 401(k) Plan reported $26M in total assets and 331 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,230 in Real Estate (4,727 peers)

Coverage in North Carolina

O.R. Colan Associates 401(k) Plan covers 331 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $26M.

#4,230
in Real Estate (4,727 peers)
+26.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

O.R. Colan Associates 401(k) Plan's outsized position by total assets

O.R. Colan Associates 401(k) Plan vs every filed plan by assets

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

$25,602,631 Top 23% higher than 77% 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

O.R. Colan Associates 401(k) 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. O.R. Colan Associates 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • O.R. Colan Associates 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • O.R. Colan Associates 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • O.R. Colan Associates 401(k) Plan reported participants rose from 276 in the plan year 2022 filing to 331 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010780018 · O.R. Colan Associates, LLC PY 2023 · 401(k)

O.R. Colan Associates 401(k) Plan · $26M · 331 · 77th

  • VS-ST $26M
  • BOY 331
  • SCH 77th
  • EBSA 401(k)
  • PART near Chelan Fresh Marketing/Bhpo LP 401(k) Plan
  • TYPE ind #4230

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 Real Estate retirement plans → · Plans in North Carolina →

O.R. Colan Associates 401(k) Plan in the asset neighbourhood

O.R. Colan Associates 401(k) PlanO.R. Colan Associates 401(k)…$26MChelan Fresh Marketing/Bhpo LP 401(k) PlanChelan Fresh Marketing/Bhpo …$26MIndependence Realty Operating Partnership 401(k) PlanIndependence Realty Operatin…$26MKarl Chevrolet, Inc. 401(k) PlanKarl Chevrolet, Inc. 401(k) …$26MFlagstone Foods 401(k) Plan$26M
End-of-year total assets ($M) among O.R. Colan Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN010780018
Plan Effective Date2006-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (O.R. Colan Associates, LLC)

Sponsor-wide plan assets over time

All O.R. Colan Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 37.00776233794269% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.2M $27.7M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 276 $20M
2023 1 331 $26M
2024 1 334 $28M

Nearby 401(k) Plans in North Carolina

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

O.R. Colan Associates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants O.R. Colan Associates 401(k) Plan, Total assets ($B): 0.025602631 · Participants: 331O.R. Colan Associates 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
O.R. Colan Associates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare O.R. Colan Associates 401(k) Plan side-by-side with 3 peers →

O.R. Colan Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Chelan Fresh Marketing/Bhpo LP 401(k) Plan in WA ($26M); by covered participants it is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (331 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 O.R. Colan Associates 401(k) Plan assets move in 2023? ▼
O.R. Colan Associates 401(k) Plan grew sharply - up 26.9% during 2023, from $20M to $26M. Reported net income was $5M.
How have O.R. Colan Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.R. Colan Associates, LLC's sponsor-wide assets grew 37.0%, from $20M to $28M.
Where does O.R. Colan Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
O.R. Colan Associates 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to O.R. Colan Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chelan Fresh Marketing/Bhpo LP 401(k) Plan in WA ($26M, 1,187 participants).
Which 401(k) plans cover a similar participant headcount to O.R. Colan Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Maritime Sector Employees in TX (331 participants, N/A 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 010780018.

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.