401(k) · DOL Form 5500 · 2024
Columbia Association, Inc. 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 350
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $167,351
- Avg per participant Above avg balance/head
Official DOL plan name: The Columbia Association, Inc. Incentive Savings Plan · Sponsored by Columbia Association, Inc. · Maryland · Other Services
$59M in assets, 350 participants
Columbia Association, Inc.'s The Columbia Association, Inc. Incentive Savings Plan reported $59M in total assets and 350 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #7,251 in Other Services (7,719 peers)
Coverage in Maryland
The Columbia Association, Inc. Incentive Savings Plan covers 350 participants in Maryland, about 38% of the average Maryland filer (state average ~929 per filing). Assets: $59M.
- #7,251
- in Other Services (7,719 peers)
- +6.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Columbia Association, Inc. Incentive Savings Plan's outsized position by total assets
The Columbia Association, Inc. Incentive Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,572,866 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Columbia Association, Inc. Incentive Savings 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. The Columbia Association, Inc. Incentive Savings Plan sits mid-pack in the medium band (350 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Columbia Association, Inc. Incentive Savings Plan reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Columbia Association, Inc. Incentive Savings Plan end-of-year assets rose from $55M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- The Columbia Association, Inc. Incentive Savings Plan reported participants rose from 344 in the plan year 2023 filing to 350 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 520823992 · Columbia Association, Inc. PY 2024 · 401(k)
The Columbia Association, Inc. Incentive Savings Plan · $59M · 350 · 86th
- SCH $59M
- EBSA 350
- PART 86th
- TYPE 401(k)
- NET near First Financial Bank 401(k) Profit Sharing and Employee Stock Ownership Savings Plan
- BOOK ind #7251
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 Other Services retirement plans → · Plans in Maryland →
The Columbia Association, Inc. Incentive Savings Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $4M |
| Employer EIN | 520823992 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Columbia Association, Inc.)
Sponsor-wide plan assets over time
All Columbia Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 26.977398998833173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 319 | $46M |
| 2023 | 1 | 344 | $55M |
| 2024 | 1 | 350 | $59M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
The Columbia Association, Inc. Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is First Financial Bank 401(k) Profit Sharing and Employee Stock Ownership Savings Plan in AR ($59M); by covered participants it is Finquery 401(k) Plan in GA (350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- First Financial Bank 401(k) Profit Sharing and Employee Stock Ownership Savings Plan (AR) $59M · 333
- Alphatec Spine, Inc. 401(k) Plan (CA) $59M · 671
- Its Technologies & Logistics, LLC 401(k) Retirement Savings Plan (IL) $59M · 2,363
- R & R Insurance Services, Inc. 401(k) Profit Sharing Plan (WI) $59M · 214
Similar participant headcount
Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.
- Finquery 401(k) Plan (GA) 350 · 0 off
- Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan (MI) 350 · 0 off
- Ameriserv Financial 401(k) Profit Sharing (PA) 350 · 0 off
- Utility Service Co., Inc. 401(k) Plan (GA) 350 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.