401(k) · DOL Form 5500 · 2024

O.R. Colan Associates, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
334
Participants Below avg headcount
76th
Percentile by assets National rank
$82,775
Avg per participant Below avg balance/head
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Official DOL plan name: O.R. Colan Associates 401(k) Plan · Sponsored by O.R. Colan Associates, LLC · North Carolina · Real Estate

$28M in assets, 334 participants

O.R. Colan Associates, LLC's O.R. Colan Associates 401(k) Plan reported $28M in total assets and 334 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,082 in Real Estate (4,605 peers)

Coverage in North Carolina

O.R. Colan Associates 401(k) Plan covers 334 participants in North Carolina, about 41% of the average North Carolina filer (state average ~819 per filing). Assets: $28M.

#4,082
in Real Estate (4,605 peers)
+8.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

O.R. Colan Associates 401(k) Plan's outsized position by total assets

O.R. Colan Associates 401(k) Plan vs every filed plan by assets

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

$27,646,758 Top 24% higher than 76% 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

O.R. Colan Associates 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. O.R. Colan Associates 401(k) Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • O.R. Colan Associates 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • O.R. Colan Associates 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010780018 · O.R. Colan Associates, LLC PY 2024 · 401(k)

O.R. Colan Associates 401(k) Plan · $28M · 334 · 76th

  • PART $28M
  • TYPE 334
  • NET 76th
  • BOOK 401(k)
  • VS-ST near C. H. Nickerson Profit Sharing & 401(k) Plan
  • BOY ind #4082

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 Real Estate retirement plans → · Plans in North Carolina →

O.R. Colan Associates 401(k) Plan in the asset neighbourhood

O.R. Colan Associates 401(k) PlanO.R. Colan Associates 401(k)…$28MC. H. Nickerson Profit Sharing & 401(k) PlanC. H. Nickerson Profit Shari…$28MIllinois Mutual 401(k) Retirement Savings PlanIllinois Mutual 401(k) Retir…$28MDattco, Inc. 401(k) Plan$28MHalocarbon 401(k) Plan$28M
End-of-year total assets ($M) among O.R. Colan Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN010780018
Plan Effective Date2006-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (O.R. Colan Associates, LLC)

Sponsor-wide plan assets over time

All O.R. Colan Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 37.00776233794269% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.2M $27.7M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 276 $20M
2023 1 331 $26M
2024 1 334 $28M

Nearby 401(k) Plans in North Carolina

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

O.R. Colan Associates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants O.R. Colan Associates 401(k) Plan, Total assets ($B): 0.027646758 · Participants: 334O.R. Colan Associates 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
O.R. Colan Associates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare O.R. Colan Associates 401(k) Plan side-by-side with 3 peers →

O.R. Colan Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is C. H. Nickerson Profit Sharing & 401(k) Plan in CT ($28M); by covered participants it is Lenny's Gas N Wash 401(k) Plan in IL (334 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (334 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 O.R. Colan Associates 401(k) Plan assets move in 2024? ▼
O.R. Colan Associates 401(k) Plan grew at a solid clip - up 8.0% during 2024, from $26M to $28M. Reported net income was $2M.
How have O.R. Colan Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), O.R. Colan Associates, LLC's sponsor-wide assets grew 37.0%, from $20M to $28M.
Where does O.R. Colan Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
O.R. Colan Associates 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to O.R. Colan Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C. H. Nickerson Profit Sharing & 401(k) Plan in CT ($28M, 57 participants).
Which 401(k) plans cover a similar participant headcount to O.R. Colan Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lenny's Gas N Wash 401(k) Plan in IL (334 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 010780018.

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.