401(k) · DOL Form 5500 · 2023

Coolidge Wall Co Lpa 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
74
Participants Small participant base
80th
Percentile by assets National rank
$423,629
Avg per participant High balance/head
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Official DOL plan name: Coolidge Wall Co Lpa Retirement Savings Plan · Sponsored by Coolidge Wall Co Lpa · Ohio · Professional & Technical Services

$31M in assets, 74 participants

Coolidge Wall Co Lpa's Coolidge Wall Co Lpa Retirement Savings Plan reported $31M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,339 in Professional & Technical Services (20,321 peers)

Where Coolidge Wall Co Lpa Retirement Savings Plan sits by assets

Coolidge Wall Co Lpa Retirement Savings Plan sits in the top quartile of all filed plans by assets, $31M for 74 participants (~$423,629/participant), up 1.4% in 2023.

#16,339
in Professional & Technical Services (20,321 peers)
+1.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Coolidge Wall Co Lpa Retirement Savings Plan's outsized position by total assets

Coolidge Wall Co Lpa Retirement Savings Plan vs every filed plan by assets

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

$31,348,532 Top 20% higher than 80% 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

Coolidge Wall Co Lpa Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coolidge Wall Co Lpa Retirement Savings Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coolidge Wall Co Lpa Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $441K in the plan year 2023 filing.
  • Coolidge Wall Co Lpa Retirement Savings Plan reported participants rose from 69 in the plan year 2022 filing to 74 in the plan year 2023 filing.
  • Coolidge Wall Co Lpa Retirement Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 310872613 · Coolidge Wall Co Lpa PY 2023 · 401(k)

Coolidge Wall Co Lpa Retirement Savings Plan · $31M · 74 · 80th

  • NET $31M
  • BOOK 74
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Fbi Family of Companies 401(k) Retirement Plan
  • EBSA ind #16339

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Coolidge Wall Co Lpa Retirement Savings Plan in the asset neighbourhood

Coolidge Wall Co Lpa Retirement Savings PlanCoolidge Wall Co Lpa Retirem…$31MVirginia Dare Extract Company, Inc. 401(k) PlanVirginia Dare Extract Compan…$31ML. G. Everist, Inc. 401(k) PlanL. G. Everist, Inc. 401(k) P…$31MFbi Family of Companies 401(k) Retirement PlanFbi Family of Companies 401(…$31MGranite Associates 401(k) PlanGranite Associates 401(k) Pl…$31M
End-of-year total assets ($M) among Coolidge Wall Co Lpa Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$31M
Net Income$441K
Employer EIN310872613
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coolidge Wall Co Lpa)

Sponsor-wide plan assets over time

All Coolidge Wall Co Lpa plans reported in each filing year

Latest sponsor-wide plan assets
$31M 1.4261508144513053% vs 2022
2023 filing year
$30.8M$31M$31.2M$31.4M 20222023 $30.9M $31.4M ▲ +1.4%
Year Plans Participants Total Assets
2022 1 69 $31M
2023 1 74 $31M

Nearby 401(k) Plans in Ohio

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

Coolidge Wall Co Lpa Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Coolidge Wall Co Lpa Retirement Savings Plan, Total assets ($B): 0.031348532 · Participants: 74Coolidge Wall Co Lpa Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Coolidge Wall Co Lpa Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Coolidge Wall Co Lpa Retirement Savings Plan side-by-side with 3 peers →

Coolidge Wall Co Lpa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fbi Family of Companies 401(k) Retirement Plan in IN ($31M); by covered participants it is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Coolidge Wall Co Lpa Retirement Savings Plan assets move in 2023? ▼
Coolidge Wall Co Lpa Retirement Savings Plan edged up modestly - up 1.4% during 2023, from $31M to $31M. Reported net income was $441K.
How have Coolidge Wall Co Lpa plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Coolidge Wall Co Lpa's sponsor-wide assets grew 1.4%, from $31M to $31M.
Where does Coolidge Wall Co Lpa Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Coolidge Wall Co Lpa Retirement Savings Plan ranks in the 80th 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 Coolidge Wall Co Lpa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fbi Family of Companies 401(k) Retirement Plan in IN ($31M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Coolidge Wall Co Lpa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Duenas Trailers Rental 1081. 01(D) Retirement Plan in PR (74 participants, $37K 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 310872613.

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.