401(k) · DOL Form 5500 · 2023

Collective Equity Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
2
Participants Small participant base
85th
Percentile by assets National rank
$24.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Collective Equity 401(k) Trust · Sponsored by Collective Equity Inc. · Florida · Professional & Technical Services

$49M in assets, 2 participants

Collective Equity Inc.'s Collective Equity 401(k) Trust reported $49M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,552 in Professional & Technical Services (20,321 peers)

Where Collective Equity 401(k) Trust sits by assets

Collective Equity 401(k) Trust sits in the top quartile of all filed plans by assets, $49M for 2 participants (~$24.5M/participant), up 169968.0% in 2023.

#17,552
in Professional & Technical Services (20,321 peers)
+169968.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Collective Equity 401(k) Trust's outsized position by total assets

Collective Equity 401(k) Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$49,000,000 Top 15% higher than 85% of 127,068 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 2023

Collective Equity 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Collective Equity 401(k) Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Collective Equity 401(k) Trust end-of-year assets rose from $29K in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Collective Equity 401(k) Trust reported net income rose from $29K in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 882792798 · Collective Equity Inc. PY 2023 · 401(k)

Collective Equity 401(k) Trust · $49M · 2 · 85th

  • 5500 $49M
  • ASSETS 2
  • PCT 85th
  • EIN 401(k)
  • RANK near The Car Group 401(k) Plan
  • PHOTO ind #17552

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 Professional & Technical Services retirement plans → · Plans in Florida →

Collective Equity 401(k) Trust in the asset neighbourhood

Collective Equity 401(k) TrustCollective Equity 401(k) Tru…$49MThe Car Group 401(k) Plan$49MImpact Advisors, LLC 401(k) PlanImpact Advisors, LLC 401(k) …$49MGuidehouse Managed Services LLC 401(k) Savings PlanGuidehouse Managed Services …$49MEventbrite 401(k) Plan$49M
End-of-year total assets ($M) among Collective Equity 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29K
Net Assets (End of Year)$49M
Net Income$49M
Employer EIN882792798
Plan Effective Date2022-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Collective Equity Inc.)

Sponsor-wide plan assets over time

All Collective Equity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 169968.02721088435% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $0.03M $49M ▲ +163233.3%
Year Plans Participants Total Assets
2022 1 N/A $29K
2023 1 2 $49M
2024 1 2 $49M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Collective Equity 401(k) Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Collective Equity 401(k) Trust, Total assets ($B): 0.049 · Participants: 2Collective Equity 401(k) TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Collective Equity 401(k) Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Collective Equity 401(k) Trust side-by-side with 3 peers →

Collective Equity 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Car Group 401(k) Plan in CA ($49M); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Collective Equity 401(k) Trust assets move in 2023? ▼
Collective Equity 401(k) Trust surged - up 169968.0% during 2023, from $29K to $49M. Reported net income was $49M.
How have Collective Equity Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Collective Equity Inc.'s sponsor-wide assets grew 169968.0%, from $29K to $49M.
Where does Collective Equity 401(k) Trust rank by assets among Form 5500 filers? ▼
Collective Equity 401(k) Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Collective Equity 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Car Group 401(k) Plan in CA ($49M, 1,338 participants).
Which 401(k) plans cover a similar participant headcount to Collective Equity 401(k) Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 882792798.

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.