Defined Benefit (Pension) · DOL Form 5500 · 2023

Colony Brands, Inc. Pension Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,810
Participants Near avg headcount
87th
Percentile by assets National rank
$32,662
Avg per participant Low balance/head
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Official DOL plan name: Colony Brands, Inc. Pension Plan · Sponsored by Colony Brands, Inc. · Wisconsin · Retail Trade

$59M in assets, 1,810 participants

Colony Brands, Inc.'s Colony Brands, Inc. Pension Plan reported $59M in total assets and 1,810 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,808 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Colony Brands, Inc. Pension Plan covers 1,810 participants in Wisconsin, 3.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $59M.

#7,808
in Retail Trade (8,414 peers)
+11.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Colony Brands, Inc. Pension Plan's outsized position by total assets

Colony Brands, Inc. Pension Plan vs every filed plan by assets

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

$59,117,699 Top 13% higher than 87% 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

Colony Brands, Inc. Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colony Brands, Inc. Pension Plan lands in the large band (1,810 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colony Brands, Inc. Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Colony Brands, Inc. Pension Plan end-of-year assets rose from $53M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Colony Brands, Inc. Pension Plan reported participants fell from 1,982 in the plan year 2022 filing to 1,810 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390869862 · Colony Brands, Inc. PY 2023 · Defined Benefit (Pension)

Colony Brands, Inc. Pension Plan · $59M · 1,810 · 87th

  • EOY $59M
  • EOY 1,810
  • EOY 87th
  • EOY Defined Benefit (Pension)
  • EOY near Sheet Metal Workers Local Union No. 32 Pension Trust Fund
  • EOY ind #7808

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 Wisconsin →

Colony Brands, Inc. Pension Plan in the asset neighbourhood

Covia Holdings Corporation Pension PlanCovia Holdings Corporation P…$59MM.S.S.a.-I.L.a. Pension Plan$59MPerini Corporation Pension PlanPerini Corporation Pension P…$59MColony Brands, Inc. Pension PlanColony Brands, Inc. Pension …$59MSheet Metal Workers Local Union No. 32 Pension Trust FundSheet Metal Workers Local Un…$59M
End-of-year total assets ($M) among Colony Brands, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN390869862
Plan Effective Date1967-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Colony Brands, Inc.)

Sponsor-wide plan assets over time

All Colony Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$246M 18.291121862586447% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $208M $246M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 4,190 $208M
2023 2 3,845 $234M
2024 2 3,737 $246M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Colony Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants Colony Brands, Inc. Pension Plan, Total assets ($B): 0.059117699 · Participants: 1810Colony Brands, Inc. Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Colony Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Pension Plan side-by-side with 3 peers →

Colony Brands, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers Local Union No. 32 Pension Trust Fund in FL ($59M); by covered participants it is Laborers District Council Pension and Disability Trust Fund No. 2 in MD (1,809 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,810 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 Colony Brands, Inc. Pension Plan assets move in 2023? ▼
Colony Brands, Inc. Pension Plan grew at a solid clip - up 11.5% during 2023, from $53M to $59M. Reported net income was $6M.
How have Colony Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colony Brands, Inc.'s sponsor-wide assets grew 18.3%, from $208M to $246M.
Where does Colony Brands, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Colony Brands, Inc. Pension Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Colony Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal Workers Local Union No. 32 Pension Trust Fund in FL ($59M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Colony Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Laborers District Council Pension and Disability Trust Fund No. 2 in MD (1,809 participants, $137M 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 390869862.

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.