401(k) · DOL Form 5500 · 2024
Coleman Home & Family Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $310,091
- Avg per participant High balance/head
Official DOL plan name: Coleman Home & Family Group Retirement Plan · Sponsored by Coleman Home & Family Group, Inc. · Texas · Finance & Insurance
$1M in assets, 4 participants
Coleman Home & Family Group, Inc.'s Coleman Home & Family Group Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #1,268 in Finance & Insurance (8,549 peers)
Coleman Home & Family Group, Inc. multi-year trail
Coleman Home & Family Group, Inc.'s plans moved +164.0% in assets from 2022 to 2024; this filing shows Coleman Home & Family Group Retirement Plan at $1M / 4 participants.
- #1,268
- in Finance & Insurance (8,549 peers)
- +63.5%
- assets growth YoY
Coleman Home & Family Group Retirement Plan among the smaller filed plans by assets
Coleman Home & Family Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,240,362 25th percentile higher than 25% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Coleman Home & Family Group Retirement 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. Coleman Home & Family Group Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coleman Home & Family Group Retirement Plan reported net income rose from $289K in the plan year 2023 filing to $482K in the plan year 2024 filing.
- Coleman Home & Family Group Retirement Plan end-of-year assets rose from $759K in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 821389264 · Coleman Home & Family Group, Inc. PY 2024 · 401(k)
Coleman Home & Family Group Retirement Plan · $1M · 4 · 25th
- PCT $1M
- EIN 4
- RANK 25th
- PHOTO 401(k)
- IND near Bojaznik Inc. Retirement Plan
- EOY ind #1268
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 Finance & Insurance retirement plans → · Plans in Texas →
Coleman Home & Family Group Retirement Plan in the asset neighbourhood
Coleman Home & Family Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Coleman Home & Family Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 163.95229816202365% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $470K |
| 2023 | 1 | 4 | $759K |
| 2024 | 1 | 4 | $1M |
Coleman Home & Family Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $759K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $482K |
| Employer EIN | 821389264 |
| Plan Effective Date | 2017-05-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Coleman Home & Family Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Bojaznik Inc. Retirement Plan in IN ($1M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.