401(k) · DOL Form 5500 · 2023

Coler Healthcare, Ltd. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 128
Participants Small participant base: 48th
Percentile by assets National rank: $46,345
Avg per participant Low balance/head

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Official DOL plan name: Coler Healthcare 401(k) Plan · Sponsored by Coler Healthcare, Ltd. · Ohio · Retail Trade

$6M in assets, 128 participants

Coler Healthcare, Ltd.'s Coler Healthcare 401(k) Plan reported $6M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

#4,879 in Retail Trade (8,414 peers)

Coverage in Ohio

Coler Healthcare 401(k) Plan covers 128 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#4,879
in Retail Trade (8,414 peers): +32.4%
assets growth YoY

Coler Healthcare 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Coler Healthcare 401(k) Plan vs every filed plan by assets

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

$5,932,132 48th percentile higher than 48% 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

Coler Healthcare 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. Coler Healthcare 401(k) Plan sits mid-pack in the medium band (128 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Coler Healthcare 401(k) Plan reported net income rose from -$468K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Coler Healthcare 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Coler Healthcare 401(k) Plan reported participants rose from 107 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823631052 · Coler Healthcare, Ltd. PY 2023 · 401(k)

Coler Healthcare 401(k) Plan · $6M · 128 · 48th

PART $6M
TYPE 128
NET 48th
BOOK 401(k)
VS-ST near Venesco, LLC 401(k) Plan
BOY ind #4879

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 Retail Trade retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Coler Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	823631052
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Coler Healthcare, Ltd.)

Latest sponsor-wide plan assets: $7M 64.1142819898882% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	107	$4M
2023	1	128	$6M
2024	1	147	$7M

Nearby 401(k) Plans in Ohio

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

Coler Healthcare 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Coler Healthcare 401(k) Plan side-by-side with 3 peers →

Coler Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Venesco, LLC 401(k) Plan in VA ($6M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Venesco, LLC 401(k) Plan (VA) $6M · 299
Bulldog Group 401(k) Plan (NC) $6M · 174
Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust (MO) $6M · 117
Kongregate, Inc. 401(k) Plan (TX) $6M · 112

Similar participant headcount

Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.

Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust (MI) 128 · 0 off
Eaze Technologies, Inc. Retirement Trust (CA) 128 · 0 off
All Current Electrical Sales 401(k) Plan (NJ) 128 · 0 off
Mcnaughton & Gunn, Inc. 401(k) Plan (MI) 128 · 0 off

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 Coler Healthcare 401(k) Plan assets move in 2023? ▼

Coler Healthcare 401(k) Plan surged - up 32.4% during 2023, from $4M to $6M. Reported net income was $1M.

How have Coler Healthcare, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Coler Healthcare, Ltd.'s sponsor-wide assets grew 64.1%, from $4M to $7M.

Which 401(k) plans are similar in size to Coler Healthcare 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Venesco, LLC 401(k) Plan in VA ($6M, 299 participants).

Which 401(k) plans cover a similar participant headcount to Coler Healthcare 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 823631052.