401(k) · DOL Form 5500 · 2024
Colonial Memorial Chapel Inc. 401(k) Plan
Data updated 2026-08-25
- $818K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $204,387
- Avg per participant Above avg balance/head
Official DOL plan name: Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Colonial Memorial Chapel Inc. · New York · Other Services
$818K in assets, 4 participants
Colonial Memorial Chapel Inc.'s Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust reported $818K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,428 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust ranks #3,428 of 7,719 2024 filers by assets (2455% of the sector average)-$818K for 4 participants.
- #3,428
- in Other Services (7,719 peers)
- +16.8%
- assets growth YoY
Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$817,546 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $700K in the plan year 2023 filing to $818K in the plan year 2024 filing.
- Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $126K in the plan year 2023 filing to $117K in the plan year 2024 filing.
DOL schedule card
Filing strip 161528274 · Colonial Memorial Chapel Inc. PY 2024 · 401(k)
Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust · $818K · 4 · 22nd
- ASSETS $818K
- PCT 4
- EIN 22nd
- RANK 401(k)
- PHOTO near Coffee Commissary Glendale Retirement Plan
- IND ind #3428
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 Other Services retirement plans → · Plans in New York →
Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $700K |
|---|---|
| Net Assets (End of Year) | $818K |
| Net Income | $117K |
| Employer EIN | 161528274 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colonial Memorial Chapel Inc.)
Sponsor-wide plan assets over time
All Colonial Memorial Chapel Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $818K 42.49192591185344% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $574K |
| 2023 | 1 | 5 | $700K |
| 2024 | 1 | 4 | $818K |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Colonial Memorial Chapel, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Coffee Commissary Glendale Retirement Plan in CA ($818K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($818K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.