401(k) · DOL Form 5500 · 2024

The Colony Group, LLC 401(k) Plan

Data updated 2026-08-11

$269M
Total assets
370
Participants
95th
Percentile by assets
$728,335
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$269M
total plan assets (2024 EOY)
370
covered participants
95th
percentile by assets (of 123,622 plans)
$728,335
avg assets per participant

Where The Colony Group, LLC 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Finance & Insurance

The Colony Group, LLC 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, The Colony Group, LLC 401(k) Profit Sharing Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

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)

$0M$100M$200M$300M 202220232024 $49.5M $269M ▲ +444.2%
Total plan assets by year, all The Colony Group, LLC plans on file
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

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, LL…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…State Street Salary …
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 Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Colony Group, LLC 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for The Colony Group, LLC 401(k) Profit Shar…

Scale reading

Ways to act on The Colony Group, LLC 401(k) Profit Sharing Plan's numbers.

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.