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
715
Participants Below avg headcount
32nd
Percentile by assets National rank
$3,547
Avg per participant Low balance/head
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Official DOL plan name: Colonial Oaks Senior Living Employer LLC 401(k) Plan · Sponsored by Colonial Oaks Senior Living Employer LLC · Texas · Real Estate

$3M in assets, 715 participants

Colonial Oaks Senior Living Employer LLC's Colonial Oaks Senior Living Employer LLC 401(k) Plan reported $3M in total assets and 715 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,369 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) Plan at $3M / 715 participants.

#2,369
in Real Estate (4,605 peers)
-0.8%
assets change YoY

The plan reported a net loss of $22K 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) Plan among the smaller filed plans by assets

Colonial Oaks Senior Living Employer LLC 401(k) Plan vs every filed plan by assets

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

$2,536,336 32nd percentile higher than 32% 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

Colonial Oaks Senior Living Employer LLC 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. Colonial Oaks Senior Living Employer LLC 401(k) Plan sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Oaks Senior Living Employer LLC 401(k) Plan 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) Plan reported net income rose from -$180K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
  • Colonial Oaks Senior Living Employer LLC 401(k) Plan reported participants rose from 396 in the plan year 2023 filing to 715 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 814015352 · Colonial Oaks Senior Living Employer LLC PY 2024 · 401(k)

Colonial Oaks Senior Living Employer LLC 401(k) Plan · $3M · 715 · 32nd

  • ASSETS $3M
  • PCT 715
  • EIN 32nd
  • RANK 401(k)
  • PHOTO near Northern Lakes Dental of Grand Rapids 401(k) Plan
  • IND ind #2369

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) Plan in the asset neighbourhood

Colonial Oaks Senior Living Employer LLC 401(k) PlanColonial Oaks Senior Living …$3MNorthern Lakes Dental of Grand Rapids 401(k) PlanNorthern Lakes Dental of Gra…$3MToland Mizell Molnar 401(k) Profit Sharing Plan & TrustToland Mizell Molnar 401(k) …$3MGreeman & Toomey, PLLC 401(k) Profit Sharing PlanGreeman & Toomey, PLLC 401(k…$3MGcc Mso Holdings, LLC 401(k) PlanGcc Mso Holdings, LLC 401(k)…$3M
End-of-year total assets ($M) among Colonial Oaks Senior Living Employer LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$0M$5M$10M$15M$20M 202220232024 $1.5M $13.8M ▲ +820.0%
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)$3M
Net Assets (End of Year)$3M
Net Income-$22K
Employer EIN814015352
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Colonial Oaks Senior Living Employer LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Colonial Oaks Senior Living Employer LLC 401(k) Plan, Total assets ($B): 0.002536336 · Participants: 715Colonial Oaks Senior Living Employer LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Colonial Oaks Senior Living Employer LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Colonial Oaks Senior Living Employer LLC 401(k) Plan side-by-side with 3 peers →

Colonial Oaks Senior Living Employer LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Northern Lakes Dental of Grand Rapids 401(k) Plan in MN ($3M); by covered participants it is Langley Federal Credit Union 401(k) Plan in VA (715 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (715 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 Colonial Oaks Senior Living Employer LLC 401(k) Plan assets move in 2024? ▼
Colonial Oaks Senior Living Employer LLC 401(k) Plan held essentially flat - down 0.8% during 2024, from $3M to $3M. Reported net income was -$22K.
How have Colonial Oaks Senior Living Employer LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Oaks Senior Living Employer LLC's sponsor-wide assets grew 821.9%, from $1M to $14M.
Which 401(k) plans are similar in size to Colonial Oaks Senior Living Employer LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Lakes Dental of Grand Rapids 401(k) Plan in MN ($3M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Oaks Senior Living Employer LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Langley Federal Credit Union 401(k) Plan in VA (715 participants, $57M 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 814015352.

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.