401(k) · DOL Form 5500 · 2024
Colwell Law Group LLC 401(k) Plan
Data updated 2026-08-25
- $711K
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $39,502
- Avg per participant Low balance/head
Official DOL plan name: Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Colwell Law Group LLC · New York · Other Services
$711K in assets, 18 participants
Colwell Law Group LLC's Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust reported $711K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,293 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust ranks #3,293 of 7,719 2024 filers by assets (2823% of the sector average)-$711K for 18 participants.
- #3,293
- in Other Services (7,719 peers)
- +43.2%
- assets growth YoY
Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$711,027 20th percentile higher than 20% 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
Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 10 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $497K in the plan year 2023 filing to $711K in the plan year 2024 filing.
- Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $247K in the plan year 2023 filing to $214K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 810921045 · Colwell Law Group LLC PY 2024 · 401(k)
Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust · $711K · 18 · 20th
- PART $711K
- PART 18
- PART 20th
- PART 401(k)
- PART near Neeb Kearney & Company Inc & Subsidiaries 401(k) Savings and Retirement Plan
- PART ind #3293
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 Other Services retirement plans → · Plans in New York →
Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $497K |
|---|---|
| Net Assets (End of Year) | $711K |
| Net Income | $214K |
| Employer EIN | 810921045 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colwell Law Group LLC)
Sponsor-wide plan assets over time
All Colwell Law Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $711K 185.48422066971816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $249K |
| 2023 | 1 | 10 | $497K |
| 2024 | 1 | 18 | $711K |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Colwell Law Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Neeb Kearney & Company Inc & Subsidiaries 401(k) Savings and Retirement Plan in LA ($711K); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($711K here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.