401(k) · DOL Form 5500 · 2024

Colonial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
2,281
Participants Above avg headcount
94th
Percentile by assets National rank
$85,309
Avg per participant Below avg balance/head
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Official DOL plan name: Colonial Group, Inc. Retirement Savings Plan · Sponsored by Colonial Group, Inc. · Georgia · Wholesale Trade

$195M in assets, 2,281 participants

Colonial Group, Inc.'s Colonial Group, Inc. Retirement Savings Plan reported $195M in total assets and 2,281 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,806 in Wholesale Trade (6,080 peers)

Coverage in Georgia

Colonial Group, Inc. Retirement Savings Plan covers 2,281 participants in Georgia, 2.1x the typical Georgia plan (state average ~1,096 per filing). Assets: $195M.

#5,806
in Wholesale Trade (6,080 peers)
+41.3%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Colonial Group, Inc. Retirement Savings Plan's outsized position by total assets

Colonial Group, Inc. Retirement Savings Plan vs every filed plan by assets

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

$194,588,838 Top 6% higher than 94% 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 Group, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Group, Inc. Retirement Savings Plan lands in the large band (2,281 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colonial Group, Inc. Retirement Savings Plan end-of-year assets rose from $138M in the plan year 2023 filing to $195M in the plan year 2024 filing.
  • Colonial Group, Inc. Retirement Savings Plan reported net income fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Colonial Group, Inc. Retirement Savings Plan reported participants rose from 2,152 in the plan year 2023 filing to 2,281 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582063421 · Colonial Group, Inc. PY 2024 · 401(k)

Colonial Group, Inc. Retirement Savings Plan · $195M · 2,281 · 94th

  • EOY $195M
  • EOY 2,281
  • EOY 94th
  • EOY 401(k)
  • EOY near Everus 401(k) Plan
  • EOY ind #5806

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 Wholesale Trade retirement plans → · Plans in Georgia →

Colonial Group, Inc. Retirement Savings Plan in the asset neighbourhood

Osi Restaurant Partners, LLC Salaried Employees 401(k) Plan and TrustOsi Restaurant Partners, LLC…$195MColonial Group, Inc. Retirement Savings PlanColonial Group, Inc. Retirem…$195MEverus 401(k) Plan$195MDavis Polk Associates Savings PlanDavis Polk Associates Saving…$195MNwn Carousel 401(k) Plan$194M
End-of-year total assets ($M) among Colonial Group, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$195M
Net Income$17M
Employer EIN582063421
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colonial Group, Inc.)

Sponsor-wide plan assets over time

All Colonial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$195M 34.87191648634484% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $144M $195M ▲ +34.9%
Year Plans Participants Total Assets
2022 2 2,245 $144M
2023 2 3,186 $214M
2024 2 3,495 $195M

Nearby 401(k) Plans in Georgia

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

Colonial Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Colonial Group, Inc. Retirement Savings Plan, Total assets ($B): 0.194588838 · Participants: 2281Colonial Group, Inc. Retirement Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Colonial Group, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Colonial Group, Inc. Retirement Savings Plan side-by-side with 3 peers →

Colonial Group, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Everus 401(k) Plan in ND ($195M); by covered participants it is Quantum Health, Inc. 401(k) Plan in OH (2,281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($195M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,281 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 Group, Inc. Retirement Savings Plan assets move in 2024? ▼
Colonial Group, Inc. Retirement Savings Plan surged - up 41.3% during 2024, from $138M to $195M. Reported net income was $17M.
How have Colonial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colonial Group, Inc.'s sponsor-wide assets grew 34.9%, from $144M to $195M.
Where does Colonial Group, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Colonial Group, Inc. Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Colonial Group, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everus 401(k) Plan in ND ($195M, 1,589 participants).
Which 401(k) plans cover a similar participant headcount to Colonial Group, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quantum Health, Inc. 401(k) Plan in OH (2,281 participants, $109M 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 582063421.

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.