401(k) · DOL Form 5500 · 2024

Colony Brands, Inc. 401(k) Plan

Data updated 2026-08-11

$186M
Total assets
2,005
Participants
94th
Percentile by assets
$92,780
Avg per participant
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Official DOL plan name: Colony Brands, Inc. Retirement Savings Plan · Sponsored by Colony Brands, Inc. · Wisconsin · Retail Trade

$186M in assets, 2,005 participants

Colony Brands, Inc.'s Colony Brands, Inc. Retirement Savings Plan reported $186M in total assets and 2,005 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.

  • 94th percentile by assets (of 123,622 plans)
  • #7,765 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Colony Brands, Inc. Retirement Savings Plan covers 2,005 participants in Wisconsin, 3.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $186M.

$186M
total plan assets (2024 EOY)
2,005
covered participants
94th
percentile by assets (of 123,622 plans)
$92,780
avg assets per participant

Where Colony Brands, Inc. Retirement Savings Plan sits by total assets

Colony Brands, Inc. Retirement Savings Plan vs every filed plan by assets

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

$186,024,267 Top 6% higher than 94% 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

  • Colony Brands, Inc. Retirement Savings Plan reported net income fell from $20M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Colony Brands, Inc. Retirement Savings Plan end-of-year assets rose from $175M in the plan year 2023 filing to $186M in the plan year 2024 filing.
  • Colony Brands, Inc. Retirement Savings Plan reported participants fell from 2,035 in the plan year 2023 filing to 2,005 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Retail Trade

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Colony Brands, Inc. Retirement Savings Plan reports 2,005 participants - 3.6x that state average ($186M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$175M
Net Assets (End of Year)$186M
Net Income$11M
Employer EIN390869862
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colony Brands, Inc.)

$200M$220M$240M$260M 202220232024 $208M $246M ▲ +18.3%
Total plan assets by year, all Colony Brands, Inc. plans on file
Year Plans Participants Total Assets
2022 2 4,190 $208M
2023 2 3,845 $234M
2024 2 3,737 $246M

Nearby 401(k) Plans in Wisconsin

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

Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Colony Brands, Inc. …, Total assets ($B): 0.186024267 · Participants: 2005Colony Brands, Inc. …Advocate Aurora Heal…, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation …
Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Retirement Savings P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Colony Brands, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Colony Brands, Inc. Retirement Savings Plan assets move in 2024? ▼
Colony Brands, Inc. Retirement Savings Plan grew at a solid clip - up 6.4% during 2024, from $175M to $186M. Reported net income was $11M.
How have Colony Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colony Brands, Inc.'s sponsor-wide assets grew 18.3%, from $208M to $246M.
Where does Colony Brands, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Colony Brands, 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 Colony Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ewingcole Cash-Op Plan in PA ($186M, 472 participants).

Next read for Colony Brands, Inc. Retirement Savings P…

Filing takeaways

Ways to act on Colony Brands, Inc. Retirement Savings Plan's numbers.

  • By total assets, Colony Brands, Inc. Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Colony Brands, Inc.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Retail Trade plans

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 390869862.

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.