401(k) · DOL Form 5500 · 2024

The Colony Group, LLC 401(k) Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
370
Participants Below avg headcount
95th
Percentile by assets National rank
$728,335
Avg per participant High balance/head
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Official DOL plan name: The Colony Group, LLC 401(k) Profit Sharing Plan · Sponsored by The Colony Group, LLC · Massachusetts · Finance & Insurance

$269M in assets, 370 participants

The Colony Group, LLC's The Colony Group, LLC 401(k) Profit Sharing Plan reported $269M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,905 in Finance & Insurance (8,549 peers)

Where The Colony Group, LLC 401(k) Profit Sharing Plan sits by assets

The Colony Group, LLC 401(k) Profit Sharing Plan sits in the top 5% of all filed plans by assets, $269M for 370 participants (~$728,335/participant), up 281.7% in 2024.

#7,905
in Finance & Insurance (8,549 peers)
+281.7%
assets growth YoY
2.7×
vs typical plan assets (national mean)

The Colony Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Colony Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$269,483,834 Top 5% higher than 95% 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

The Colony Group, LLC 401(k) Profit Sharing 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 Colony Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Colony Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $71M in the plan year 2023 filing to $269M in the plan year 2024 filing.
  • The Colony Group, LLC 401(k) Profit Sharing Plan reported participants rose from 350 in the plan year 2023 filing to 370 in the plan year 2024 filing.
  • The Colony Group, LLC 401(k) Profit Sharing Plan reported net income fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900751149 · The Colony Group, LLC PY 2024 · 401(k)

The Colony Group, LLC 401(k) Profit Sharing Plan · $269M · 370 · 95th

  • NET $269M
  • BOOK 370
  • VS-ST 95th
  • BOY 401(k)
  • SCH near Wheels, LLC Retirement Savings Plan
  • EBSA ind #7905

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

The Colony Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Creative Planning Companies Employer Retirement Contribution PlanCreative Planning Companies …$270MWheels, LLC Retirement Savings PlanWheels, LLC Retirement Savin…$270MThe Colony Group, LLC 401(k) Profit Sharing PlanThe Colony Group, LLC 401(k)…$269MSwbg, LLC 401(k) Plan$269MThe Association of International Certified Professional Accountants 401(k) Retirement PlanThe Association of Internati…$269M
End-of-year total assets ($M) among The Colony Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$269M
Net Income$21M
Employer EIN900751149
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Colony Group, LLC)

Sponsor-wide plan assets over time

All The Colony Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$269M 444.1419244423609% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $49.5M $269M ▲ +444.2%
Year Plans Participants Total Assets
2022 1 302 $50M
2023 1 350 $71M
2024 1 370 $269M

Nearby 401(k) Plans in Massachusetts

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

The Colony Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Colony Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.269483834 · Participants: 370The Colony Group, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Colony Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Colony Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Colony Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Wheels, LLC Retirement Savings Plan in IL ($270M); by covered participants it is 80/20, LLC Retirement Readiness 401(k) Plan in IN (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 The Colony Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
The Colony Group, LLC 401(k) Profit Sharing Plan surged - up 281.7% during 2024, from $71M to $269M. Reported net income was $21M.
How have The Colony Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Colony Group, LLC's sponsor-wide assets grew 444.1%, from $50M to $269M.
Where does The Colony Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Colony Group, LLC 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Colony Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wheels, LLC Retirement Savings Plan in IL ($270M, 1,204 participants).
Which 401(k) plans cover a similar participant headcount to The Colony Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 80/20, LLC Retirement Readiness 401(k) Plan in IN (370 participants, $18M 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 900751149.

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.