401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$295M
Total assets Near avg plan size
3,853
Participants Above avg headcount
96th
Percentile by assets National rank
$76,598
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,940
in Finance & Insurance (8,549 peers)
+28.0%
assets growth YoY
3.0×
vs typical plan assets (national mean)

The Baldwin Group Colleague, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

The Baldwin Group Colleague, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Baldwin Group Colleague, Inc. 401(k) Plan lands in the large band (3,853 participants).

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 →

Plan-year Form 5500 strip

Filing strip 823200685 · The Baldwin Group Colleague, Inc. PY 2024 · 401(k)

The Baldwin Group Colleague, Inc. 401(k) Plan · $295M · 3,853 · 96th

  • 5500 $295M
  • 5500 3,853
  • 5500 96th
  • 5500 401(k)
  • 5500 near United Community Banks, Inc. 401(k) Plan
  • 5500 ind #7940

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 Florida →

The Baldwin Group Colleague, Inc. 401(k) Plan in the asset neighbourhood

Lifestance Health 401(k) Plan$295MOregon Tool 401(k) Retirement Profit Sharing Plus PlanOregon Tool 401(k) Retiremen…$295MArdent Mills, LLC Retirement Savings Plan (for Salaried Employees)Ardent Mills, LLC Retirement…$295MUnited Community Banks, Inc. 401(k) PlanUnited Community Banks, Inc.…$295MThe Baldwin Group Colleague, Inc. 401(k) PlanThe Baldwin Group Colleague,…$295M
End-of-year total assets ($M) among The Baldwin Group Colleague, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All The Baldwin Group Colleague, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$295M 90.95094944763576% vs 2022
2024 filing year
$100M$150M$200M$250M$300M$350M 202220232024 $155M $295M ▲ +90.9%
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 ($B) Participants The Baldwin Group Colleague, Inc. 401(k) Plan, Total assets ($B): 0.295133734 · Participants: 3853The Baldwin Group Colleague, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
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) Plan side-by-side with 3 peers →

The Baldwin Group Colleague, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is United Community Banks, Inc. 401(k) Plan in GA ($295M); by covered participants it is California Pizza Kitchen, Inc. Retirement Savings Plan in CA (3,853 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,853 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 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).
Which 401(k) plans cover a similar participant headcount to The Baldwin Group Colleague, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Pizza Kitchen, Inc. Retirement Savings Plan in CA (3,853 participants, $27M 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 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.