401(k) · DOL Form 5500 · 2023

Colonial Wholesale Distributing, LLC 401(k) Plan

Data updated 2026-08-25

$841K
Total assets Small plan by assets
128
Participants Small participant base
22nd
Percentile by assets National rank
$6,573
Avg per participant Low balance/head
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Official DOL plan name: Colonial Wholesale Distributing 401(k) Plan · Sponsored by Colonial Wholesale Distributing, LLC · Florida · Wholesale Trade

$841K in assets, 128 participants

Colonial Wholesale Distributing, LLC's Colonial Wholesale Distributing 401(k) Plan reported $841K in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #757 in Wholesale Trade (6,309 peers)

Coverage in Florida

Colonial Wholesale Distributing 401(k) Plan covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $841K.

#757
in Wholesale Trade (6,309 peers)
+57.7%
assets growth YoY

Colonial Wholesale Distributing 401(k) Plan among the smaller filed plans by assets

Colonial Wholesale Distributing 401(k) Plan vs every filed plan by assets

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

$841,366 22nd percentile higher than 22% 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

Colonial Wholesale Distributing 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. Colonial Wholesale Distributing 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colonial Wholesale Distributing 401(k) Plan end-of-year assets rose from $534K in the plan year 2022 filing to $841K in the plan year 2023 filing.
  • Colonial Wholesale Distributing 401(k) Plan reported net income rose from $213K in the plan year 2022 filing to $308K in the plan year 2023 filing.
  • Colonial Wholesale Distributing 401(k) Plan reported participants fell from 150 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593528686 · Colonial Wholesale Distributing, LLC PY 2023 · 401(k)

Colonial Wholesale Distributing 401(k) Plan · $841K · 128 · 22nd

  • VS-ST $841K
  • BOY 128
  • SCH 22nd
  • EBSA 401(k)
  • PART near Victory Iron Works, Inc. Employees Profit Sharing Plan
  • TYPE ind #757

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 Wholesale Trade retirement plans → · Plans in Florida →

Colonial Wholesale Distributing 401(k) Plan in the asset neighbourhood

Colonial Wholesale Distributing 401(k) PlanColonial Wholesale Distribut…$841KVictory Iron Works, Inc. Employees Profit Sharing PlanVictory Iron Works, Inc. Emp…$841KColegio Radians, Inc. Cash or Deferred Income PlanColegio Radians, Inc. Cash o…$841KJjb Ventures, Inc. 401(k) Profit Sharing PlanJjb Ventures, Inc. 401(k) Pr…$841KWitt & Segulla Inc. 401(k) PlanWitt & Segulla Inc. 401(k) P…$841K
End-of-year total assets ($M) among Colonial Wholesale Distributing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$534K
Net Assets (End of Year)$841K
Net Income$308K
Employer EIN593528686
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Wholesale Distributing, LLC)

Sponsor-wide plan assets over time

All Colonial Wholesale Distributing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$841K 57.650400700030545% vs 2022
2023 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M$0.9M 20222023 $0.53M $0.84M ▲ +58.5%
Year Plans Participants Total Assets
2022 1 150 $534K
2023 2 248 $841K

Nearby 401(k) Plans in Florida

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

Colonial Wholesale Distributing 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Colonial Wholesale Distributing 401(k) Plan, Total assets ($B): 0.000841366 · Participants: 128Colonial Wholesale Distributing 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Colonial Wholesale Distributing 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Colonial Wholesale Distributing 401(k) Plan side-by-side with 3 peers →

Colonial Wholesale Distributing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Victory Iron Works, Inc. Employees Profit Sharing Plan in NJ ($841K); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Colonial Wholesale Distributing 401(k) Plan assets move in 2023? ▼
Colonial Wholesale Distributing 401(k) Plan surged - up 57.7% during 2023, from $534K to $841K. Reported net income was $308K.
How have Colonial Wholesale Distributing, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Colonial Wholesale Distributing, LLC's sponsor-wide assets grew 57.7%, from $534K to $841K.
Where does Colonial Wholesale Distributing 401(k) Plan rank by assets among Form 5500 filers? ▼
Colonial Wholesale Distributing 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Colonial Wholesale Distributing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Iron Works, Inc. Employees Profit Sharing Plan in NJ ($841K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Wholesale Distributing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 593528686.

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.