401(k) · DOL Form 5500 · 2023

Colliers Mortgage Holdings LLC 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
278
Participants Below avg headcount
90th
Percentile by assets National rank
$284,727
Avg per participant High balance/head
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Official DOL plan name: Colliers Mortgage Holdings LLC Employee 401(k) Plan · Sponsored by Colliers Mortgage Holdings LLC · Minnesota · Finance & Insurance

$79M in assets, 278 participants

Colliers Mortgage Holdings LLC's Colliers Mortgage Holdings LLC Employee 401(k) Plan reported $79M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,442 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Colliers Mortgage Holdings LLC Employee 401(k) Plan covers 278 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $79M.

#7,442
in Finance & Insurance (8,869 peers)
+21.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Colliers Mortgage Holdings LLC Employee 401(k) Plan's outsized position by total assets

Colliers Mortgage Holdings LLC Employee 401(k) Plan vs every filed plan by assets

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

$79,154,185 Top 10% higher than 90% 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

Colliers Mortgage Holdings LLC Employee 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. Colliers Mortgage Holdings LLC Employee 401(k) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colliers Mortgage Holdings LLC Employee 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Colliers Mortgage Holdings LLC Employee 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Colliers Mortgage Holdings LLC Employee 401(k) Plan reported participants fell from 288 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844377206 · Colliers Mortgage Holdings LLC PY 2023 · 401(k)

Colliers Mortgage Holdings LLC Employee 401(k) Plan · $79M · 278 · 90th

  • PCT $79M
  • PCT 278
  • PCT 90th
  • PCT 401(k)
  • PCT near Kidz Medical Services, Inc. 401(k) Profit Sharing Plan
  • PCT ind #7442

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Colliers Mortgage Holdings LLC Employee 401(k) Plan in the asset neighbourhood

Academy of Art University 401(k) Retirement PlanAcademy of Art University 40…$79MThe Bob Jones University Retirement FundThe Bob Jones University Ret…$79MColliers Mortgage Holdings LLC Employee 401(k) PlanColliers Mortgage Holdings L…$79MKidz Medical Services, Inc. 401(k) Profit Sharing PlanKidz Medical Services, Inc. …$79MGreenspoon Marder 401(k) Plan$79M
End-of-year total assets ($M) among Colliers Mortgage Holdings LLC Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$79M
Net Income$14M
Employer EIN844377206
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colliers Mortgage Holdings LLC)

Sponsor-wide plan assets over time

All Colliers Mortgage Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 38.328951425606036% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.2M $90.2M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 288 $65M
2023 1 278 $79M
2024 1 345 $90M

Nearby 401(k) Plans in Minnesota

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

Colliers Mortgage Holdings LLC Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Colliers Mortgage Holdings LLC Employee 401(k) Plan, Total assets ($B): 0.079154185 · Participants: 278Colliers Mortgage Holdings LLC Employee 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Colliers Mortgage Holdings LLC Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Colliers Mortgage Holdings LLC Employee 401(k) Plan side-by-side with 3 peers →

Colliers Mortgage Holdings LLC Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Kidz Medical Services, Inc. 401(k) Profit Sharing Plan in FL ($79M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Colliers Mortgage Holdings LLC Employee 401(k) Plan assets move in 2023? ▼
Colliers Mortgage Holdings LLC Employee 401(k) Plan grew sharply - up 21.4% during 2023, from $65M to $79M. Reported net income was $14M.
How have Colliers Mortgage Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colliers Mortgage Holdings LLC's sponsor-wide assets grew 38.3%, from $65M to $90M.
Where does Colliers Mortgage Holdings LLC Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Colliers Mortgage Holdings LLC Employee 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colliers Mortgage Holdings LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kidz Medical Services, Inc. 401(k) Profit Sharing Plan in FL ($79M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Colliers Mortgage Holdings LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 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 844377206.

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.