Money Purchase · DOL Form 5500 · 2023
Coleman Professional Services Inc. Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 867
- Participants
- 59th
- Percentile by assets
- $11,703
- Avg per participant
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.
- 59th percentile by assets (of 127,072 plans)
- #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.
- $10M
- total plan assets (2023 EOY)
- 867
- covered participants
- 59th
- percentile by assets (of 127,072 plans)
- $11,703
- avg assets per participant
Where Coleman Professional Services Employees Pension Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Coleman Professional Services Inc. across 3 plan years on file
Across the 3 plan years Coleman Professional Services Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $21M to $19M, a decline of 12.4%, while reported participants moved from 1,674 to 1,761 (+5.2%). Peak year by sponsor assets: 2023 ($24M); trough: 2024 ($19M).
Coleman Professional Services Inc. multi-year asset trail
| 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 EIN | 341240178 |
| Plan Effective Date | 1982-03-29 |
| Filing Status | FILING 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
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Coleman Professional Services Employees Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Coleman Professional Services Employees Pension Plan assets move in 2023? ▼
How have Coleman Professional Services Inc. plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Coleman Professional Services Employees Pension Plan? ▼
Next read for Coleman Professional Services Employees …
Multi-year trail
Ways to act on Coleman Professional Services Employees Pension Plan's numbers.
- By total assets, Coleman Professional Services Employees Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Coleman Professional Services Inc.'s sponsor-wide assets have declined 12.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans