Money Purchase · DOL Form 5500 · 2023

Coleman Professional Services Inc. Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
867
Participants Near avg headcount
59th
Percentile by assets National rank
$11,703
Avg per participant Low balance/head
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Official DOL plan name: Coleman Professional Services Employees Pension Plan · Sponsored by Coleman Professional Services Inc. · Ohio · Healthcare & Social Assistance

$10M in assets, 867 participants

Coleman Professional Services Inc.'s Coleman Professional Services Employees Pension Plan reported $10M in total assets and 867 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,406 in Healthcare & Social Assistance (17,684 peers)

Coleman Professional Services Inc. multi-year trail

Coleman Professional Services Inc.'s plans moved -12.4% in assets from 2022 to 2024; this filing shows Coleman Professional Services Employees Pension Plan at $10M / 867 participants.

#11,406
in Healthcare & Social Assistance (17,684 peers)
+6.2%
assets growth YoY

Coleman Professional Services Employees Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Coleman Professional Services Employees Pension Plan vs every filed plan by assets

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

$10,146,754 Top 41% higher than 59% 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

Coleman Professional Services Employees Pension 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. Coleman Professional Services Employees Pension Plan sits mid-pack in the medium band (867 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coleman Professional Services Employees Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $592K in the plan year 2023 filing.
  • Coleman Professional Services Employees Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Coleman Professional Services Employees Pension Plan reported participants rose from 837 in the plan year 2022 filing to 867 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341240178 · Coleman Professional Services Inc. PY 2023 · Money Purchase

Coleman Professional Services Employees Pension Plan · $10M · 867 · 59th

  • PART $10M
  • TYPE 867
  • NET 59th
  • BOOK Money Purchase
  • VS-ST near Drexel Chemical Company Money Purchase Pension Plan and Trust
  • BOY ind #11406

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Coleman Professional Services Employees Pension Plan in the asset neighbourhood

Southern Mississippi Planning and Development District Defined Contribution Pension PlanSouthern Mississippi Plannin…$10MBayou La Batre Area Health Development Board, Inc. MppBayou La Batre Area Health D…$10MColeman Professional Services Employees Pension PlanColeman Professional Service…$10MDrexel Chemical Company Money Purchase Pension Plan and TrustDrexel Chemical Company Mone…$10MTmmb Corporation Pension Plan$10M
End-of-year total assets ($M) among Coleman Professional Services Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Coleman Professional Services Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Coleman Professional Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.364696658037918% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $21.4M $18.8M ▼ -12.4%
Year Plans Participants Total Assets
2022 2 1,674 $21M
2023 2 1,734 $24M
2024 2 1,761 $19M

Coleman Professional Services Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$592K
Employer EIN341240178
Plan Effective Date1982-03-29
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Coleman Professional Services Employees Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Coleman Professional Services Employees Pension Plan, Total assets ($B): 0.010146754 · Participants: 867Coleman Professional Services Employees Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Coleman Professional Services Employees Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Coleman Professional Services Employees Pension Plan side-by-side with 3 peers →

Coleman Professional Services Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN ($10M); by covered participants it is Bowdoin College Retirement Plan in ME (860 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (867 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 Coleman Professional Services Employees Pension Plan assets move in 2023? ▼
Coleman Professional Services Employees Pension Plan grew at a solid clip - up 6.2% during 2023, from $10M to $10M. Reported net income was $592K.
How have Coleman Professional Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coleman Professional Services Inc.'s sponsor-wide assets declined 12.4%, from $21M to $19M.
Which Money Purchase plans are similar in size to Coleman Professional Services Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN ($10M, 164 participants).
Which Money Purchase plans cover a similar participant headcount to Coleman Professional Services Employees Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Bowdoin College Retirement Plan in ME (860 participants, $255M 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 341240178.

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.