401(k) · DOL Form 5500 · 2024
Coordinated Financial Services 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $414,730
- Avg per participant High balance/head
Official DOL plan name: Coordinated Financial Services 401(k) Plan · Sponsored by Coordinated Financial Services · Colorado · Finance & Insurance
$2M in assets, 4 participants
Coordinated Financial Services's Coordinated Financial Services 401(k) Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,453 in Finance & Insurance (8,549 peers)
Coordinated Financial Services multi-year trail
Coordinated Financial Services's plans moved +200.3% in assets from 2022 to 2024; this filing shows Coordinated Financial Services 401(k) Plan at $2M / 4 participants.
- #1,453
- in Finance & Insurance (8,549 peers)
- +32.6%
- assets growth YoY
Coordinated Financial Services 401(k) Plan among the smaller filed plans by assets
Coordinated Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,658,918 28th percentile higher than 28% 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
Coordinated Financial Services 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coordinated Financial Services 401(k) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coordinated Financial Services 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Coordinated Financial Services 401(k) Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 262886895 · Coordinated Financial Services PY 2024 · 401(k)
Coordinated Financial Services 401(k) Plan · $2M · 4 · 28th
- EBSA $2M
- PART 4
- TYPE 28th
- NET 401(k)
- BOOK near Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust
- VS-ST ind #1453
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 Finance & Insurance retirement plans → · Plans in Colorado →
Coordinated Financial Services 401(k) Plan in the asset neighbourhood
Coordinated Financial Services multi-year asset trail
Sponsor-wide plan assets over time
All Coordinated Financial Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 200.25355391625337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $853K |
| 2023 | 1 | 5 | $1M |
| 2024 | 2 | 6 | $3M |
Coordinated Financial Services filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $408K |
| Employer EIN | 262886895 |
| Plan Effective Date | 2008-06-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Coordinated Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust in FL ($2M); 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 ($2M 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.