ESOP · DOL Form 5500 · 2024

Colonial Group, Inc. ESOP

Data updated 2026-08-25

N/A
Total assets —
1,214
Participants Near avg headcount
PlainRetire home → About this data RSS: change history

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

N/A in assets, 1,214 participants

Colonial Group, Inc.'s Colonial Group, Inc. Employee Stock Ownership Plan reported N/A in total assets and 1,214 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Colonial Group, Inc. multi-year trail

Colonial Group, Inc.'s plans moved +34.9% in assets from 2022 to 2024; this filing shows Colonial Group, Inc. Employee Stock Ownership Plan at N/A / 1,214 participants.

-$4M
reported net income

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Colonial Group, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Group, Inc. Employee Stock Ownership Plan lands in the large band (1,214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Group, Inc. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Colonial Group, Inc. Employee Stock Ownership Plan reported participants rose from 1,034 in the plan year 2023 filing to 1,214 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 582063421 · Colonial Group, Inc. PY 2024 · ESOP

Colonial Group, Inc. Employee Stock Ownership Plan · N/A · 1,214

  • BOOK N/A
  • BOOK 1,214
  • BOOK PY 2024
  • BOOK ESOP
  • BOOK near Envision Management Holding, Inc. Employee Stock Ownership Plan
  • BOOK -$4M

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 What is an ESOP? → · Plans in Georgia →

Colonial Group, Inc. multi-year asset trail

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

Colonial Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)N/A
Net Income-$4M
Employer EIN582063421
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

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 Scatter plot of 5 data points. 0500100015002000 200300400500600700800 Total assets ($M) Participants Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Colonial Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Colonial Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Colonial Group, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside Georgia, the nearest ESOP by covered participants is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO (1,205 participants; this filing: 1,214 participants).

Similar participant headcount

Nearest other-state filings by covered participants (1,214 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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.
Which ESOP plans cover a similar participant headcount to Colonial Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Envision Management Holding, Inc. Employee Stock Ownership Plan in CO (1,205 participants, $284M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.