Profit Sharing · DOL Form 5500 · 2023
Colony Holding Company LLC Profit Sharing Plan
Data updated 2026-08-25
- $344K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $114,809
- Avg per participant Below avg balance/head
Official DOL plan name: Colony Holding Co Retirement Plan & Trust · Sponsored by Colony Holding Company LLC · Pennsylvania · Real Estate
$344K in assets, 3 participants
Colony Holding Company LLC's Colony Holding Co Retirement Plan & Trust reported $344K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,121 in Real Estate (4,727 peers)
Colony Holding Company LLC multi-year trail
Colony Holding Company LLC's plans moved +31.1% in assets from 2022 to 2024; this filing shows Colony Holding Co Retirement Plan & Trust at $344K / 3 participants.
- #1,121
- in Real Estate (4,727 peers)
- +15.2%
- assets growth YoY
Colony Holding Co Retirement Plan & Trust among the smaller filed plans by assets
Colony Holding Co Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$344,426 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Colony Holding Co Retirement Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colony Holding Co Retirement Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Colony Holding Co Retirement Plan & Trust reported net income rose from -$48K in the plan year 2022 filing to $45K in the plan year 2023 filing.
- Colony Holding Co Retirement Plan & Trust reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Colony Holding Co Retirement Plan & Trust end-of-year assets rose from $299K in the plan year 2022 filing to $344K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251752648 · Colony Holding Company LLC PY 2023 · Profit Sharing
Colony Holding Co Retirement Plan & Trust · $344K · 3 · 15th
- VS-ST $344K
- VS-ST 3
- VS-ST 15th
- VS-ST Profit Sharing
- VS-ST near Mountaintime Hospitality Group, Inc. Retirement Plan
- VS-ST ind #1121
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 Pennsylvania →
Colony Holding Co Retirement Plan & Trust in the asset neighbourhood
Colony Holding Company LLC multi-year asset trail
Sponsor-wide plan assets over time
All Colony Holding Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $392K 31.10041766848024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $299K |
| 2023 | 1 | 3 | $344K |
| 2024 | 1 | 3 | $392K |
Colony Holding Company LLC filing trail (2023)
| Total Assets (Beginning of Year) | $299K |
|---|---|
| Net Assets (End of Year) | $344K |
| Net Income | $45K |
| Employer EIN | 251752648 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Colony Holding Co Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Mountaintime Hospitality Group, Inc. Retirement Plan in IL ($344K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($344K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.