401(k) · DOL Form 5500 · 2024
Colonial Management Group, LP 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 1,408
- Participants Near avg headcount
- 73rd
- Percentile by assets National rank
- $16,752
- Avg per participant Low balance/head
Official DOL plan name: Colonial Management Group, LP 401(k) Plan · Sponsored by Colonial Management Group, LP · Florida · Healthcare & Social Assistance
$24M in assets, 1,408 participants
Colonial Management Group, LP's Colonial Management Group, LP 401(k) Plan reported $24M in total assets and 1,408 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #13,079 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Colonial Management Group, LP 401(k) Plan covers 1,408 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $24M.
- #13,079
- in Healthcare & Social Assistance (16,916 peers)
- $1M
- reported net income
Colonial Management Group, LP 401(k) Plan's outsized position by total assets
Colonial Management Group, LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,587,011 Top 27% higher than 73% 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 Management Group, LP 401(k) 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 Management Group, LP 401(k) Plan lands in the large band (1,408 participants).
DOL schedule card
Filing strip 061493144 · Colonial Management Group, LP PY 2024 · 401(k)
Colonial Management Group, LP 401(k) Plan · $24M · 1,408 · 73rd
- BOOK $24M
- BOOK 1,408
- BOOK 73rd
- BOOK 401(k)
- BOOK near Ellkay LLC Retirement Plan
- BOOK ind #13079
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Colonial Management Group, LP 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 061493144 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colonial Management Group, LP)
Sponsor-wide plan assets over time
All Colonial Management Group, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,281 | N/A |
| 2024 | 1 | 1,408 | $24M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Colonial Management Group, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Ellkay LLC Retirement Plan in NJ ($24M); by covered participants it is Smc Retirement Plan in WI (1,408 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Ellkay LLC Retirement Plan (NJ) $24M · 398
- The Systems Group 401(k) and Profit Sharing Plan (AR) $24M · 612
- Wanner Engineering, Inc. 401(k) Plan (MN) $24M · 175
- Cnmri, P.a. 401(k) Plan (DE) $24M · 46
Similar participant headcount
Nearest other-state filings by covered participants (1,408 participants); asset peers above are excluded.
- Smc Retirement Plan (WI) 1,408 · 0 off
- Tanium Inc. 401(k) Plan (CA) 1,408 · 0 off
- Corrohealth, Inc. 401(k) Profit Sharing Plan (TX) 1,408 · 0 off
- O'reilly Hospitality Management, LLC 401(k) Plan (MO) 1,408 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.