401(k) · DOL Form 5500 · 2024

Colliers Mortgage Holdings LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
345
Participants Below avg headcount
90th
Percentile by assets National rank
$261,498
Avg per participant Above avg balance/head
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Official DOL plan name: Colliers Mortgage Holdings LLC Employee 401(k) Plan · Sponsored by Colliers Mortgage Holdings LLC · Minnesota · Finance & Insurance

$90M in assets, 345 participants

Colliers Mortgage Holdings LLC's Colliers Mortgage Holdings LLC Employee 401(k) Plan reported $90M in total assets and 345 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,179 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Colliers Mortgage Holdings LLC Employee 401(k) Plan covers 345 participants in Minnesota, about 31% of the average Minnesota filer (state average ~1,126 per filing). Assets: $90M.

#7,179
in Finance & Insurance (8,549 peers)
+14.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Colliers Mortgage Holdings LLC Employee 401(k) Plan's outsized position by total assets

Colliers Mortgage Holdings LLC Employee 401(k) Plan vs every filed plan by assets

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

$90,216,662 Top 10% higher than 90% 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

Colliers Mortgage Holdings LLC Employee 401(k) 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. Colliers Mortgage Holdings LLC Employee 401(k) Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colliers Mortgage Holdings LLC Employee 401(k) Plan reported participants rose from 278 in the plan year 2023 filing to 345 in the plan year 2024 filing.
  • Colliers Mortgage Holdings LLC Employee 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Colliers Mortgage Holdings LLC Employee 401(k) Plan end-of-year assets rose from $79M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 844377206 · Colliers Mortgage Holdings LLC PY 2024 · 401(k)

Colliers Mortgage Holdings LLC Employee 401(k) Plan · $90M · 345 · 90th

  • EBSA $90M
  • PART 345
  • TYPE 90th
  • NET 401(k)
  • BOOK near Eat'n Park Hospitality Group 401(k) Retirement Plan
  • VS-ST ind #7179

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 Minnesota →

Colliers Mortgage Holdings LLC Employee 401(k) Plan in the asset neighbourhood

Post Acute Medical, LLC 401(k) PlanPost Acute Medical, LLC 401(…$90MColliers Mortgage Holdings LLC Employee 401(k) PlanColliers Mortgage Holdings L…$90MEat'n Park Hospitality Group 401(k) Retirement PlanEat'n Park Hospitality Group…$90MSchnabel, Inc. 401(k) and Profit Sharing PlanSchnabel, Inc. 401(k) and Pr…$90MJamestown 401(k) Plan$90M
End-of-year total assets ($M) among Colliers Mortgage Holdings LLC Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$90M
Net Income$11M
Employer EIN844377206
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colliers Mortgage Holdings LLC)

Sponsor-wide plan assets over time

All Colliers Mortgage Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 38.328951425606036% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.2M $90.2M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 288 $65M
2023 1 278 $79M
2024 1 345 $90M

Nearby 401(k) Plans in Minnesota

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

Colliers Mortgage Holdings LLC Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Colliers Mortgage Holdings LLC Employee 401(k) Plan, Total assets ($B): 0.090216662 · Participants: 345Colliers Mortgage Holdings LLC Employee 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Colliers Mortgage Holdings LLC Employee 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Colliers Mortgage Holdings LLC Employee 401(k) Plan side-by-side with 3 peers →

Colliers Mortgage Holdings LLC Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Eat'n Park Hospitality Group 401(k) Retirement Plan in PA ($90M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Colliers Mortgage Holdings LLC Employee 401(k) Plan assets move in 2024? ▼
Colliers Mortgage Holdings LLC Employee 401(k) Plan grew at a solid clip - up 14.0% during 2024, from $79M to $90M. Reported net income was $11M.
How have Colliers Mortgage Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colliers Mortgage Holdings LLC's sponsor-wide assets grew 38.3%, from $65M to $90M.
Where does Colliers Mortgage Holdings LLC Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Colliers Mortgage Holdings LLC Employee 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colliers Mortgage Holdings LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eat'n Park Hospitality Group 401(k) Retirement Plan in PA ($90M, 6,836 participants).
Which 401(k) plans cover a similar participant headcount to Colliers Mortgage Holdings LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (345 participants, $3M 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 844377206.

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.