Defined Benefit (Pension) · DOL Form 5500 · 2024

Colony Brands, Inc. Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,732
Participants Near avg headcount
86th
Percentile by assets National rank
$34,692
Avg per participant Low balance/head
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Official DOL plan name: Colony Brands, Inc. Pension Plan · Sponsored by Colony Brands, Inc. · Wisconsin · Retail Trade

$60M in assets, 1,732 participants

Colony Brands, Inc.'s Colony Brands, Inc. Pension Plan reported $60M in total assets and 1,732 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,418 in Retail Trade (8,048 peers)

Coverage in Wisconsin

Colony Brands, Inc. Pension Plan covers 1,732 participants in Wisconsin, 3.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $60M.

#7,418
in Retail Trade (8,048 peers)
+1.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Colony Brands, Inc. Pension Plan's outsized position by total assets

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

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

$60,086,769 Top 14% higher than 86% 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. Pension 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. Pension Plan lands in the large band (1,732 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Colony Brands, Inc. Pension Plan reported net income fell from $6M in the plan year 2023 filing to $969K in the plan year 2024 filing.
  • Colony Brands, Inc. Pension Plan reported participants fell from 1,810 in the plan year 2023 filing to 1,732 in the plan year 2024 filing.
  • Colony Brands, Inc. Pension Plan end-of-year assets rose from $59M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390869862 · Colony Brands, Inc. PY 2024 · Defined Benefit (Pension)

Colony Brands, Inc. Pension Plan · $60M · 1,732 · 86th

  • PHOTO $60M
  • IND 1,732
  • EOY 86th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan for Employees of Aberdeen Proving Ground Federal Credit Union
  • PCT ind #7418

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. Pension Plan in the asset neighbourhood

Security Mutual Life Ins Co of Ny Home Office & Affiliates Pension PlanSecurity Mutual Life Ins Co …$60MRetirement Plan for Employees of Alliancebernstein L.P.Retirement Plan for Employee…$60MColony Brands, Inc. Pension PlanColony Brands, Inc. Pension …$60MRetirement Plan for Employees of Aberdeen Proving Ground Federal Credit UnionRetirement Plan for Employee…$60MRetirement Plan for Administrative and Racing Employees of the New York Racing Association, Inc.Retirement Plan for Administ…$60M
End-of-year total assets ($M) among Colony Brands, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$60M
Net Income$969K
Employer EIN390869862
Plan Effective Date1967-05-15
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 Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Colony Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -101234 Total assets ($B) Participants Colony Brands, Inc. Pension Plan, Total assets ($B): 0.060086769 · Participants: 1732Colony Brands, Inc. Pension PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Colony Brands, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Colony Brands, Inc. Pension Plan side-by-side with 3 peers →

Colony Brands, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Aberdeen Proving Ground Federal Credit Union in MD ($60M); by covered participants it is Beth Israel Lahey Health Defined Benefit Plan II in MA (1,732 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,732 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. Pension Plan assets move in 2024? ▼
Colony Brands, Inc. Pension Plan edged up modestly - up 1.6% during 2024, from $59M to $60M. Reported net income was $969K.
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. Pension Plan rank by assets among Form 5500 filers? ▼
Colony Brands, Inc. Pension Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Colony Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Aberdeen Proving Ground Federal Credit Union in MD ($60M, 358 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Colony Brands, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Beth Israel Lahey Health Defined Benefit Plan II in MA (1,732 participants, $546M 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.