401(k) · DOL Form 5500 · 2024

Collective Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$209K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$208,717
Avg per participant Above avg balance/head
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Official DOL plan name: Collective Holdings, Inc 401(k) Plan · Sponsored by Collective Holdings, Inc · Georgia · Real Estate

$209K in assets, 1 participants

Collective Holdings, Inc's Collective Holdings, Inc 401(k) Plan reported $209K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #766 in Real Estate (4,605 peers)

Collective Holdings, Inc multi-year trail

Collective Holdings, Inc's plans moved -12.0% in assets from 2022 to 2024; this filing shows Collective Holdings, Inc 401(k) Plan at $209K / 1 participant.

#766
in Real Estate (4,605 peers)
+0.5%
assets growth YoY

Collective Holdings, Inc 401(k) Plan among the smaller filed plans by assets

Collective Holdings, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$208,717 11th percentile higher than 11% of 123,620 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 2024

Collective Holdings, Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Collective Holdings, Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Collective Holdings, Inc 401(k) Plan reported net income rose from -$30K in the plan year 2023 filing to $1K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 275349335 · Collective Holdings, Inc PY 2024 · 401(k)

Collective Holdings, Inc 401(k) Plan · $209K · 1 · 11th

  • RANK $209K
  • PHOTO 1
  • IND 11th
  • EOY 401(k)
  • 5500 near Knaub & Company 401(k) Plan
  • ASSETS ind #766

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 Real Estate retirement plans → · Plans in Georgia →

Collective Holdings, Inc 401(k) Plan in the asset neighbourhood

Collective Holdings, Inc 401(k) PlanCollective Holdings, Inc 401…$209KKnaub & Company 401(k) Plan$209KMitra Enterprise Corp. 401(k) PlanMitra Enterprise Corp. 401(k…$209KJtw Doughboys Inc 401(k) Plan$209KJelkoe Inc. 401(k) Plan$209K
End-of-year total assets ($M) among Collective Holdings, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Collective Holdings, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Collective Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$209K 12.041013279165911% vs 2022
2024 filing year
$0.2M$0.21M$0.22M$0.23M$0.24M$0.25M 202220232024 $0.24M $0.21M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 1 $237K
2023 1 1 $208K
2024 1 1 $209K

Collective Holdings, Inc filing trail (2024)

Total Assets (Beginning of Year)$208K
Net Assets (End of Year)$209K
Net Income$1K
Employer EIN275349335
Plan Effective Date2011-02-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Collective Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Collective Holdings, Inc 401(k) Plan, Total assets ($B): 0.000208717 · Participants: 1Collective Holdings, Inc 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Collective Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Collective Holdings, Inc 401(k) Plan side-by-side with 3 peers →

Collective Holdings, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Knaub & Company 401(k) Plan in MT ($209K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($209K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 did Collective Holdings, Inc 401(k) Plan assets move in 2024? ▼
Collective Holdings, Inc 401(k) Plan held essentially flat - up 0.5% during 2024, from $208K to $209K. Reported net income was $1K.
How have Collective Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collective Holdings, Inc's sponsor-wide assets declined 12.0%, from $237K to $209K.
Where does Collective Holdings, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Collective Holdings, Inc 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Collective Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Knaub & Company 401(k) Plan in MT ($209K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Collective Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 275349335.

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.