401(k) · DOL Form 5500 · 2022
Colonial Oaks Senior Living Employer LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 735
- Participants Near avg headcount
- 30th
- Percentile by assets National rank
- $2,037
- Avg per participant Low balance/head
Official DOL plan name: Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Colonial Oaks Senior Living Employer LLC · Texas · Real Estate
$1M in assets, 735 participants
Colonial Oaks Senior Living Employer LLC's Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 735 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #2,398 in Real Estate (5,057 peers)
Colonial Oaks Senior Living Employer LLC multi-year trail
Colonial Oaks Senior Living Employer LLC's plans moved +821.9% in assets from 2022 to 2024; this filing shows Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust at $1M / 735 participants.
- #2,398
- in Real Estate (5,057 peers)
- -44.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,497,451 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (735 participants).
Plan-year Form 5500 strip
Filing strip 814015352 · Colonial Oaks Senior Living Employer LLC PY 2022 · 401(k)
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust · $1M · 735 · 30th
- 5500 $1M
- 5500 735
- 5500 30th
- 5500 401(k)
- 5500 near Home Instead Senior Care 401(k) Plan
- 5500 ind #2398
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 Texas →
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Colonial Oaks Senior Living Employer LLC multi-year asset trail
Sponsor-wide plan assets over time
All Colonial Oaks Senior Living Employer LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 821.8646887277114% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 735 | $1M |
| 2023 | 1 | 396 | $1M |
| 2024 | 6 | 3,237 | $14M |
Colonial Oaks Senior Living Employer LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$1M |
| Employer EIN | 814015352 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Home Instead Senior Care 401(k) Plan in NY ($1M); by covered participants it is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO (735 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (735 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.