ESOP · DOL Form 5500 · 2023

Colonial Group, Inc. ESOP

Data updated 2026-08-11

$76M
Total assets: 1,034
Participants: 89th
Percentile by assets: $73,495
Avg per participant

Official DOL plan name: Colonial Group, Inc. Employee Stock Ownership Plan · Sponsored by Colonial Group, Inc. · Georgia · Wholesale Trade

$76M in assets, 1,034 participants

Colonial Group, Inc.'s Colonial Group, Inc. Employee Stock Ownership Plan reported $76M in total assets and 1,034 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 127,072 plans)
#5,738 in Wholesale Trade (6,309 peers)

Where Colonial Group, Inc. Employee Stock Ownership Plan sits by assets

Colonial Group, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $76M for 1,034 participants (~$73,495/participant), up 171.6% in 2023.

$76M
total plan assets (2023 EOY): 1,034
covered participants: 89th
percentile by assets (of 127,072 plans): $73,495
avg assets per participant

Where Colonial Group, Inc. Employee Stock Ownership Plan sits by total assets

Colonial Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$75,993,785 Top 11% higher than 89% 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

Colonial Group, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Colonial Group, Inc. Employee Stock Ownership Plan reported participants rose from 360 in the plan year 2022 filing to 1,034 in the plan year 2023 filing.
Colonial Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $28M in the plan year 2022 filing to $76M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Georgia

Industry

Wholesale Trade

Colonial Group, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Colonial Group, Inc. Employee Stock Ownership Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$40M
Net Income	$12M
Employer EIN	582063421
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Colonial Group, Inc.)

Total plan assets by year, all Colonial Group, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	2,245	$144M
2023	2	3,186	$214M
2024	2	3,495	$195M

Nearby ESOP Plans in Georgia

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

Colonial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
Choate Construction Company Employee Stock Ownership Plan $408M · 454
Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327

Compare Colonial Group, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Colonial Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Cci Holdings, Inc. Employee Stock Ownership Plan (IN) $76M · 102
Brown and Caldwell Employee Stock Ownership Plan (CO) $76M · 2,070
State Bankshares Employee Stock Ownership Plan and Trust (ND) $76M · 1,617
James M. Pleasants Company, Inc. Employee Stock Ownership Plan (NC) $76M · 166

Frequently Asked Questions

How did Colonial Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Colonial Group, Inc. Employee Stock Ownership Plan surged - up 171.6% during 2023, from $28M to $76M. Reported net income was $12M.

How have Colonial Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Colonial Group, Inc.'s sponsor-wide assets grew 34.9%, from $144M to $195M.

Where does Colonial Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Colonial Group, Inc. Employee Stock Ownership Plan ranks in the 89th 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 ESOP plans are similar in size to Colonial Group, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Cci Holdings, Inc. Employee Stock Ownership Plan in IN ($76M, 102 participants).

Next read for Colonial Group, Inc. Employee Stock Owne…

Scale reading

Ways to act on Colonial Group, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Colonial Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Georgia. Compare plans
Colonial Group, Inc.'s sponsor-wide assets have grown 34.9% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 582063421.