401(k) · DOL Form 5500 · 2024
Colonial Oaks Senior Living Employer LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 606
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $4,488
- 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
$3M in assets, 606 participants
Colonial Oaks Senior Living Employer LLC's Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 606 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,415 in Real Estate (4,605 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 $3M / 606 participants.
- #2,415
- in Real Estate (4,605 peers)
- +16.3%
- assets growth YoY
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 2024 · DOL Form 5500
$2,719,983 33rd percentile higher than 33% 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
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust 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. Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (606 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$180K in the plan year 2023 filing to $382K in the plan year 2024 filing.
- Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 396 in the plan year 2023 filing to 606 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 814015352 · Colonial Oaks Senior Living Employer LLC PY 2024 · 401(k)
Colonial Oaks Senior Living Employer LLC 401(k) Profit Sharing Plan & Trust · $3M · 606 · 33rd
- BOY $3M
- SCH 606
- EBSA 33rd
- PART 401(k)
- TYPE near Big Steaks Management, LLC. 401(k) Plan
- NET ind #2415
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 (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $382K |
| 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 $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
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 Big Steaks Management, LLC. 401(k) Plan in MD ($3M); by covered participants it is New Pig Corporation Profit Sharing 401(k) Plan in PA (606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (606 participants); asset peers above are excluded.
- New Pig Corporation Profit Sharing 401(k) Plan (PA) 606 · 0 off
- Uvnv, Inc. 401(k) Plan (CA) 606 · 0 off
- Sps Companies, Inc. Retirement Plan (KS) 606 · 0 off
- Pacifica Enterprises and Companies 401(k) Plan (CA) 606 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.