401(k) · DOL Form 5500 · 2024

Colony Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
2,005
Participants Near avg headcount
94th
Percentile by assets National rank
$92,780
Avg per participant Below avg balance/head
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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.

  • #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.

#7,765
in Retail Trade (8,048 peers)
+6.4%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Colony Brands, Inc. Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Colony Brands, 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. Colony Brands, Inc. Retirement Savings Plan lands in the large band (2,005 participants).

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 →

Form 5500 schedule snapshot

Filing strip 390869862 · Colony Brands, Inc. PY 2024 · 401(k)

Colony Brands, Inc. Retirement Savings Plan · $186M · 2,005 · 94th

  • BOY $186M
  • BOY 2,005
  • BOY 94th
  • BOY 401(k)
  • BOY near Ewingcole Cash-Op Plan
  • BOY ind #7765

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 Retail Trade retirement plans → · Plans in Wisconsin →

Colony Brands, Inc. Retirement Savings Plan in the asset neighbourhood

Aaron's 401(k) Retirement PlanAaron's 401(k) Retirement Pl…$186MCyberark Software, Inc. 401(k) PlanCyberark Software, Inc. 401(…$186MColony Brands, Inc. Retirement Savings PlanColony Brands, Inc. Retireme…$186MEwingcole Cash-Op Plan$186MAssociated Materials, LLC 401(k) Retirement PlanAssociated Materials, LLC 40…$186M
End-of-year total assets ($M) among Colony Brands, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Colony Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$246M 18.291121862586447% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $208M $246M ▲ +18.3%
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 ($B) Participants Colony Brands, Inc. Retirement Savings Plan, Total assets ($B): 0.186024267 · Participants: 2005Colony Brands, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Colony Brands, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Ewingcole Cash-Op Plan in PA ($186M); by covered participants it is Burlington Stores Puerto Rico Savings Plan in NJ (2,005 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($186M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,005 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 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).
Which 401(k) plans cover a similar participant headcount to Colony Brands, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burlington Stores Puerto Rico Savings Plan in NJ (2,005 participants, $2M 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 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.