401(k) · DOL Form 5500 · 2024

The Baldwin Group Colleague, Inc. 401(k) Plan

Data updated 2026-08-11

$295M
Total assets
3,853
Participants
96th
Percentile by assets
$76,598
Avg per participant
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Official DOL plan name: The Baldwin Group Colleague, Inc. 401(k) Plan · Sponsored by The Baldwin Group Colleague, Inc. · Florida · Finance & Insurance

$295M in assets, 3,853 participants

The Baldwin Group Colleague, Inc.'s The Baldwin Group Colleague, Inc. 401(k) Plan reported $295M in total assets and 3,853 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 123,622 plans)
  • #7,940 in Finance & Insurance (8,549 peers)

Coverage in Florida

The Baldwin Group Colleague, Inc. 401(k) Plan covers 3,853 participants in Florida, 6.1x the typical Florida plan (state average ~628 per filing). Assets: $295M.

$295M
total plan assets (2024 EOY)
3,853
covered participants
96th
percentile by assets (of 123,622 plans)
$76,598
avg assets per participant

Where The Baldwin Group Colleague, Inc. 401(k) Plan sits by total assets

The Baldwin Group Colleague, Inc. 401(k) Plan vs every filed plan by assets

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

$295,133,734 Top 4% higher than 96% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Baldwin Group Colleague, Inc. 401(k) Plan end-of-year assets rose from $231M in the plan year 2023 filing to $295M in the plan year 2024 filing.
  • The Baldwin Group Colleague, Inc. 401(k) Plan reported net income fell from $76M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • The Baldwin Group Colleague, Inc. 401(k) Plan reported participants rose from 3,744 in the plan year 2023 filing to 3,853 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Finance & Insurance

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. The Baldwin Group Colleague, Inc. 401(k) Plan reports 3,853 participants - 6.1x that state average ($295M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$231M
Net Assets (End of Year)$295M
Net Income$65M
Employer EIN823200685
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Baldwin Group Colleague, Inc.)

$100M$150M$200M$250M$300M$350M 202220232024 $155M $295M ▲ +90.9%
Total plan assets by year, all The Baldwin Group Colleague, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,394 $155M
2023 1 3,744 $231M
2024 1 3,853 $295M

Nearby 401(k) Plans in Florida

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

The Baldwin Group Colleague, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Baldwin Group Co…, Total assets ($B): 0.295133734 · Participants: 3853The Baldwin Group Co…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
The Baldwin Group Colleague, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Baldwin Group Colleague, Inc. 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Baldwin Group Colleague, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Baldwin Group Colleague, Inc. 401(k) Plan assets move in 2024? ▼
The Baldwin Group Colleague, Inc. 401(k) Plan grew sharply - up 28.0% during 2024, from $231M to $295M. Reported net income was $65M.
How have The Baldwin Group Colleague, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Baldwin Group Colleague, Inc.'s sponsor-wide assets grew 91.0%, from $155M to $295M.
Where does The Baldwin Group Colleague, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Baldwin Group Colleague, Inc. 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Baldwin Group Colleague, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Community Banks, Inc. 401(k) Plan in GA ($295M, 3,206 participants).

Next read for The Baldwin Group Colleague, Inc. 401(k)…

Filing takeaways

Ways to act on The Baldwin Group Colleague, Inc. 401(k) Plan's numbers.

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 823200685.

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.