401(k) · DOL Form 5500 · 2024

Colonial Savings, F.a. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
212
Participants Below avg headcount
89th
Percentile by assets National rank
$414,418
Avg per participant High balance/head
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Official DOL plan name: Colonial Savings 401(k) Profit Sharing Plan · Sponsored by Colonial Savings, F.a. · Texas · Finance & Insurance

$88M in assets, 212 participants

Colonial Savings, F.a.'s Colonial Savings 401(k) Profit Sharing Plan reported $88M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,151 in Finance & Insurance (8,549 peers)

Coverage in Texas

Colonial Savings 401(k) Profit Sharing Plan covers 212 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $88M.

#7,151
in Finance & Insurance (8,549 peers)
-3.9%
assets change YoY
0.9×
vs typical plan assets (national mean)

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 Savings 401(k) Profit Sharing Plan's outsized position by total assets

Colonial Savings 401(k) Profit Sharing Plan vs every filed plan by assets

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

$87,856,526 Top 11% higher than 89% 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

Colonial Savings 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Savings 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Savings 401(k) Profit Sharing Plan reported net income rose from -$16M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Colonial Savings 401(k) Profit Sharing Plan reported participants fell from 452 in the plan year 2023 filing to 212 in the plan year 2024 filing.
  • Colonial Savings 401(k) Profit Sharing Plan end-of-year assets fell from $91M in the plan year 2023 filing to $88M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751103106 · Colonial Savings, F.a. PY 2024 · 401(k)

Colonial Savings 401(k) Profit Sharing Plan · $88M · 212 · 89th

  • 5500 $88M
  • 5500 212
  • 5500 89th
  • 5500 401(k)
  • 5500 near Sea, Ltd. 401(k) Plan
  • 5500 ind #7151

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 →

Colonial Savings 401(k) Profit Sharing Plan in the asset neighbourhood

Qualawash Holdings, LLC 401(k) Retirement PlanQualawash Holdings, LLC 401(…$88MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$88MColonial Savings 401(k) Profit Sharing PlanColonial Savings 401(k) Prof…$88MSea, Ltd. 401(k) Plan$88MDonjon Marine Co., Inc. Retirement PlanDonjon Marine Co., Inc. Reti…$88M
End-of-year total assets ($M) among Colonial Savings 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$88M
Net Income-$4M
Employer EIN751103106
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Savings, F.a.)

Sponsor-wide plan assets over time

All Colonial Savings, F.a. plans reported in each filing year

Latest sponsor-wide plan assets
$88M 18.61282421915778% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $108M $87.9M ▼ -18.6%
Year Plans Participants Total Assets
2022 1 615 $108M
2023 1 452 $91M
2024 1 212 $88M

Nearby 401(k) Plans in Texas

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

Colonial Savings 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Colonial Savings 401(k) Profit Sharing Plan, Total assets ($B): 0.087856526 · Participants: 212Colonial Savings 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Colonial Savings 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Colonial Savings 401(k) Profit Sharing Plan side-by-side with 3 peers →

Colonial Savings 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sea, Ltd. 401(k) Plan in OH ($88M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (212 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 did Colonial Savings 401(k) Profit Sharing Plan assets move in 2024? ▼
Colonial Savings 401(k) Profit Sharing Plan edged down modestly - down 3.9% during 2024, from $91M to $88M. Reported net income was -$4M.
How have Colonial Savings, F.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Savings, F.a.'s sponsor-wide assets declined 18.6%, from $108M to $88M.
Where does Colonial Savings 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Colonial Savings 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Colonial Savings 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea, Ltd. 401(k) Plan in OH ($88M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Savings 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants, $4M 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 751103106.

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.