401(k) · DOL Form 5500 · 2023

Colonial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
2,152
Participants Near avg headcount
93rd
Percentile by assets National rank
$63,989
Avg per participant Low balance/head
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Official DOL plan name: Colonial Group, Inc. Retirement Savings Plan · Sponsored by Colonial Group, Inc. · Georgia · Wholesale Trade

$138M in assets, 2,152 participants

Colonial Group, Inc.'s Colonial Group, Inc. Retirement Savings Plan reported $138M in total assets and 2,152 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,960 in Wholesale Trade (6,309 peers)

Where Colonial Group, Inc. Retirement Savings Plan sits by assets

Colonial Group, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $138M for 2,152 participants (~$63,989/participant), up 18.4% in 2023.

#5,960
in Wholesale Trade (6,309 peers)
+18.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Colonial Group, Inc. Retirement Savings Plan's outsized position by total assets

Colonial Group, Inc. Retirement Savings Plan vs every filed plan by assets

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

$137,703,641 Top 7% higher than 93% 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

Colonial Group, Inc. Retirement Savings 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. Colonial Group, Inc. Retirement Savings Plan lands in the large band (2,152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colonial Group, Inc. Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Colonial Group, Inc. Retirement Savings Plan end-of-year assets rose from $116M in the plan year 2022 filing to $138M in the plan year 2023 filing.
  • Colonial Group, Inc. Retirement Savings Plan reported participants rose from 1,885 in the plan year 2022 filing to 2,152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582063421 · Colonial Group, Inc. PY 2023 · 401(k)

Colonial Group, Inc. Retirement Savings Plan · $138M · 2,152 · 93rd

  • PHOTO $138M
  • PHOTO 2,152
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near Winn Management Group 401(k) Savings Plan
  • PHOTO ind #5960

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 Wholesale Trade retirement plans → · Plans in Georgia →

Colonial Group, Inc. Retirement Savings Plan in the asset neighbourhood

Specialized Bicycle Components, Inc. Profit Sharing PlanSpecialized Bicycle Componen…$138MWinn Management Group 401(k) Savings PlanWinn Management Group 401(k)…$138MColonial Group, Inc. Retirement Savings PlanColonial Group, Inc. Retirem…$138MBarnhart Crane & Rigging Company 401(k) Profit Sharing PlanBarnhart Crane & Rigging Com…$138MIrmc 403(b) Plan$138M
End-of-year total assets ($M) among Colonial Group, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$138M
Net Income$21M
Employer EIN582063421
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Group, Inc.)

Sponsor-wide plan assets over time

All Colonial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$195M 34.87191648634484% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $144M $195M ▲ +34.9%
Year Plans Participants Total Assets
2022 2 2,245 $144M
2023 2 3,186 $214M
2024 2 3,495 $195M

Nearby 401(k) Plans in Georgia

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

Colonial Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Colonial Group, Inc. Retirement Savings Plan, Total assets ($B): 0.137703641 · Participants: 2152Colonial Group, Inc. Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Colonial Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Colonial Group, Inc. Retirement Savings Plan side-by-side with 3 peers →

Colonial Group, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Winn Management Group 401(k) Savings Plan in MA ($138M); by covered participants it is Church Brothers, LLC 401(k) Plan in CA (2,152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,152 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 Colonial Group, Inc. Retirement Savings Plan assets move in 2023? ▼
Colonial Group, Inc. Retirement Savings Plan grew sharply - up 18.4% during 2023, from $116M to $138M. Reported net income was $21M.
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. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Colonial Group, Inc. Retirement Savings Plan ranks in the 93rd 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 Colonial Group, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winn Management Group 401(k) Savings Plan in MA ($138M, 3,310 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Group, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Church Brothers, LLC 401(k) Plan in CA (2,152 participants, $24M 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 582063421.

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.