401(k) · DOL Form 5500 · 2024
Colliers Mortgage Holdings LLC 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 345
- Participants
- 90th
- Percentile by assets
- $261,498
- Avg per participant
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.
- 90th percentile by assets (of 123,622 plans)
- #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.
- $90M
- total plan assets (2024 EOY)
- 345
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $261,498
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Colliers Mortgage Holdings LLC Employee 401(k) Plan reports 345 participants - about 31% of that state average ($90M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $11M |
| Employer EIN | 844377206 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colliers Mortgage Holdings LLC)
| 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
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Colliers Mortgage Holdings LLC Employee 401(k) Plan by total assets, not by location.
- Eat'n Park Hospitality Group 401(k) Retirement Plan (PA) $90M · 6,836
- Post Acute Medical, LLC 401(k) Plan (PA) $90M · 8,701
- Schnabel, Inc. 401(k) and Profit Sharing Plan (VA) $90M · 555
- Jamestown 401(k) Plan (GA) $90M · 524
Frequently Asked Questions
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Filing takeaways
Ways to act on Colliers Mortgage Holdings LLC Employee 401(k) Plan's numbers.
- By total assets, Colliers Mortgage Holdings LLC Employee 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Colliers Mortgage Holdings LLC's sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Finance & Insurance plans