401(k) · DOL Form 5500 · 2023

Columbia Association, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
344
Participants Below avg headcount
86th
Percentile by assets National rank
$159,382
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Columbia Association, Inc. Incentive Savings Plan · Sponsored by Columbia Association, Inc. · Maryland · Other Services

$55M in assets, 344 participants

Columbia Association, Inc.'s The Columbia Association, Inc. Incentive Savings Plan reported $55M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,388 in Other Services (7,857 peers)

Coverage in Maryland

The Columbia Association, Inc. Incentive Savings Plan covers 344 participants in Maryland, about 37% of the average Maryland filer (state average ~929 per filing). Assets: $55M.

#7,388
in Other Services (7,857 peers)
+18.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Columbia Association, Inc. Incentive Savings Plan's outsized position by total assets

The Columbia Association, Inc. Incentive Savings Plan vs every filed plan by assets

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

$54,827,540 Top 14% higher than 86% 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

The Columbia Association, Inc. Incentive 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. The Columbia Association, Inc. Incentive Savings Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Columbia Association, Inc. Incentive Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • The Columbia Association, Inc. Incentive Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • The Columbia Association, Inc. Incentive Savings Plan reported participants rose from 319 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520823992 · Columbia Association, Inc. PY 2023 · 401(k)

The Columbia Association, Inc. Incentive Savings Plan · $55M · 344 · 86th

  • BOOK $55M
  • VS-ST 344
  • BOY 86th
  • SCH 401(k)
  • EBSA near Innovance, Inc. Employee Stock Ownership Plan and Trust
  • PART ind #7388

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 Other Services retirement plans → · Plans in Maryland →

The Columbia Association, Inc. Incentive Savings Plan in the asset neighbourhood

Sageview Advisory Group 401(k)PlanSageview Advisory Group 401(…$55MThe Columbia Association, Inc. Incentive Savings PlanThe Columbia Association, In…$55MInnovance, Inc. Employee Stock Ownership Plan and TrustInnovance, Inc. Employee Sto…$55MPremier Medical Group,P.C.401(k) Profit Sharing PlanPremier Medical Group,P.C.40…$55MEdison Properties, LLC 401(k) PlanEdison Properties, LLC 401(k…$55M
End-of-year total assets ($M) among The Columbia Association, Inc. Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$55M
Net Income$9M
Employer EIN520823992
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Association, Inc.)

Sponsor-wide plan assets over time

All Columbia Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 26.977398998833173% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $46.1M $58.6M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 319 $46M
2023 1 344 $55M
2024 1 350 $59M

Nearby 401(k) Plans in Maryland

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

The Columbia Association, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Columbia Association, Inc. Incentive Savings Plan, Total assets ($B): 0.05482754 · Participants: 344The Columbia Association, Inc. Incentive Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The Columbia Association, Inc. Incentive Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The Columbia Association, Inc. Incentive Savings Plan side-by-side with 3 peers →

The Columbia Association, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Innovance, Inc. Employee Stock Ownership Plan and Trust in MN ($55M); by covered participants it is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 The Columbia Association, Inc. Incentive Savings Plan assets move in 2023? ▼
The Columbia Association, Inc. Incentive Savings Plan grew sharply - up 18.9% during 2023, from $46M to $55M. Reported net income was $9M.
How have Columbia Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Columbia Association, Inc.'s sponsor-wide assets grew 27.0%, from $46M to $59M.
Where does The Columbia Association, Inc. Incentive Savings Plan rank by assets among Form 5500 filers? ▼
The Columbia Association, Inc. Incentive Savings Plan ranks in the 86th 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 The Columbia Association, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovance, Inc. Employee Stock Ownership Plan and Trust in MN ($55M, 389 participants).
Which 401(k) plans cover a similar participant headcount to The Columbia Association, Inc. Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 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 520823992.

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.