The Colony Group LLC
Plan context: The Colony Group LLC 401(K) Profit Sharing Plan
EIN 90-0751149 • Boston, MA • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
551
2024 Assets
$269,483,834
2024 Contributions
$14,734,454
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 551 | $269,483,834 | $14,734,454 | $26,741iApproximate average salary by contribution assumption: employee only about $668,532 at 4% or $445,688 at 6%; with 50% employer match about $445,688 at 4% or $297,126 at 6%; with 100% employer match about $334,266 at 4% or $222,844 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 551 | $269,483,834 | $14,734,454 | $26,741iApproximate average salary by contribution assumption: employee only about $668,532 at 4% or $445,688 at 6%; with 50% employer match about $445,688 at 4% or $297,126 at 6%; with 100% employer match about $334,266 at 4% or $222,844 at 6%. |
| The Colony Group LLC Welfare Benefits Plan | - | 522 | - | - | - |
| 2023 | 2 | 352 | $70,605,041 | $13,014,472 | $36,973iApproximate average salary by contribution assumption: employee only about $924,323 at 4% or $616,216 at 6%; with 50% employer match about $616,216 at 4% or $410,810 at 6%; with 100% employer match about $462,162 at 4% or $308,108 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 352 | $70,605,041 | $13,014,472 | $36,973iApproximate average salary by contribution assumption: employee only about $924,323 at 4% or $616,216 at 6%; with 50% employer match about $616,216 at 4% or $410,810 at 6%; with 100% employer match about $462,162 at 4% or $308,108 at 6%. |
| The Colony Group LLC Welfare Benefits Plan | - | 348 | - | - | - |
| 2022 | 2 | 348 | $49,524,549 | $7,090,662 | $20,375iApproximate average salary by contribution assumption: employee only about $509,387 at 4% or $339,591 at 6%; with 50% employer match about $339,591 at 4% or $226,394 at 6%; with 100% employer match about $254,693 at 4% or $169,796 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 348 | $49,524,549 | $7,090,662 | $20,375iApproximate average salary by contribution assumption: employee only about $509,387 at 4% or $339,591 at 6%; with 50% employer match about $339,591 at 4% or $226,394 at 6%; with 100% employer match about $254,693 at 4% or $169,796 at 6%. |
| The Colony Group LLC Welfare Benefits Plan | - | 332 | - | - | - |
| 2021 | 2 | 294 | $52,765,380 | $7,028,318 | $23,906iApproximate average salary by contribution assumption: employee only about $597,646 at 4% or $398,431 at 6%; with 50% employer match about $398,431 at 4% or $265,620 at 6%; with 100% employer match about $298,823 at 4% or $199,215 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 288 | $52,765,380 | $7,028,318 | $24,404iApproximate average salary by contribution assumption: employee only about $610,097 at 4% or $406,731 at 6%; with 50% employer match about $406,731 at 4% or $271,154 at 6%; with 100% employer match about $305,049 at 4% or $203,366 at 6%. |
| The Colony Group LLC Welfare Benefits Plan | - | 294 | - | - | - |
| 2020 | 2 | 243 | $39,455,174 | $4,783,058 | $19,683iApproximate average salary by contribution assumption: employee only about $492,084 at 4% or $328,056 at 6%; with 50% employer match about $328,056 at 4% or $218,704 at 6%; with 100% employer match about $246,042 at 4% or $164,028 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 243 | $39,455,174 | $4,783,058 | $19,683iApproximate average salary by contribution assumption: employee only about $492,084 at 4% or $328,056 at 6%; with 50% employer match about $328,056 at 4% or $218,704 at 6%; with 100% employer match about $246,042 at 4% or $164,028 at 6%. |
| The Colony Group LLC Welfare Benefits Plan | - | 243 | - | - | - |
| 2019 | 2 | 225 | $30,290,000 | $3,836,253 | $17,050iApproximate average salary by contribution assumption: employee only about $426,250 at 4% or $284,167 at 6%; with 50% employer match about $284,167 at 4% or $189,445 at 6%; with 100% employer match about $213,125 at 4% or $142,083 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 225 | $30,290,000 | $3,836,253 | $17,050iApproximate average salary by contribution assumption: employee only about $426,250 at 4% or $284,167 at 6%; with 50% employer match about $284,167 at 4% or $189,445 at 6%; with 100% employer match about $213,125 at 4% or $142,083 at 6%. |
| The Colony Group LLC Welfare Benefits Plan | - | 224 | - | - | - |
| 2018 | 1 | 147 | $21,712,847 | $1,979,749 | $13,468iApproximate average salary by contribution assumption: employee only about $336,692 at 4% or $224,461 at 6%; with 50% employer match about $224,461 at 4% or $149,641 at 6%; with 100% employer match about $168,346 at 4% or $112,231 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 147 | $21,712,847 | $1,979,749 | $13,468iApproximate average salary by contribution assumption: employee only about $336,692 at 4% or $224,461 at 6%; with 50% employer match about $224,461 at 4% or $149,641 at 6%; with 100% employer match about $168,346 at 4% or $112,231 at 6%. |
| 2017 | 1 | 102 | $18,788,044 | $1,883,364 | $18,464iApproximate average salary by contribution assumption: employee only about $461,609 at 4% or $307,739 at 6%; with 50% employer match about $307,739 at 4% or $205,159 at 6%; with 100% employer match about $230,804 at 4% or $153,870 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 102 | $18,788,044 | $1,883,364 | $18,464iApproximate average salary by contribution assumption: employee only about $461,609 at 4% or $307,739 at 6%; with 50% employer match about $307,739 at 4% or $205,159 at 6%; with 100% employer match about $230,804 at 4% or $153,870 at 6%. |
| 2016 | 1 | 100 | $14,363,179 | $1,635,594 | $16,356iApproximate average salary by contribution assumption: employee only about $408,899 at 4% or $272,599 at 6%; with 50% employer match about $272,599 at 4% or $181,733 at 6%; with 100% employer match about $204,449 at 4% or $136,300 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 100 | $14,363,179 | $1,635,594 | $16,356iApproximate average salary by contribution assumption: employee only about $408,899 at 4% or $272,599 at 6%; with 50% employer match about $272,599 at 4% or $181,733 at 6%; with 100% employer match about $204,449 at 4% or $136,300 at 6%. |
| 2015 | 1 | 94 | $12,071,317 | $2,372,091 | $25,235iApproximate average salary by contribution assumption: employee only about $630,875 at 4% or $420,584 at 6%; with 50% employer match about $420,584 at 4% or $280,389 at 6%; with 100% employer match about $315,438 at 4% or $210,292 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 94 | $12,071,317 | $2,372,091 | $25,235iApproximate average salary by contribution assumption: employee only about $630,875 at 4% or $420,584 at 6%; with 50% employer match about $420,584 at 4% or $280,389 at 6%; with 100% employer match about $315,438 at 4% or $210,292 at 6%. |
| 2014 | 1 | 75 | $9,935,692 | $1,050,186 | $14,002iApproximate average salary by contribution assumption: employee only about $350,062 at 4% or $233,375 at 6%; with 50% employer match about $233,375 at 4% or $155,583 at 6%; with 100% employer match about $175,031 at 4% or $116,687 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 75 | $9,935,692 | $1,050,186 | $14,002iApproximate average salary by contribution assumption: employee only about $350,062 at 4% or $233,375 at 6%; with 50% employer match about $233,375 at 4% or $155,583 at 6%; with 100% employer match about $175,031 at 4% or $116,687 at 6%. |
| 2013 | 1 | 81 | $8,904,316 | $959,836 | $11,850iApproximate average salary by contribution assumption: employee only about $296,246 at 4% or $197,497 at 6%; with 50% employer match about $197,497 at 4% or $131,665 at 6%; with 100% employer match about $148,123 at 4% or $98,749 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 81 | $8,904,316 | $959,836 | $11,850iApproximate average salary by contribution assumption: employee only about $296,246 at 4% or $197,497 at 6%; with 50% employer match about $197,497 at 4% or $131,665 at 6%; with 100% employer match about $148,123 at 4% or $98,749 at 6%. |
| 2012 | 1 | 64 | $6,737,284 | $1,048,338 | $16,380iApproximate average salary by contribution assumption: employee only about $409,507 at 4% or $273,005 at 6%; with 50% employer match about $273,005 at 4% or $182,003 at 6%; with 100% employer match about $204,754 at 4% or $136,502 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 64 | $6,737,284 | $1,048,338 | $16,380iApproximate average salary by contribution assumption: employee only about $409,507 at 4% or $273,005 at 6%; with 50% employer match about $273,005 at 4% or $182,003 at 6%; with 100% employer match about $204,754 at 4% or $136,502 at 6%. |
| 2011 | 1 | 48 | $5,213,990 | $569,394 | $11,862iApproximate average salary by contribution assumption: employee only about $296,559 at 4% or $197,706 at 6%; with 50% employer match about $197,706 at 4% or $131,804 at 6%; with 100% employer match about $148,280 at 4% or $98,853 at 6%. |
| The Colony Group LLC 401(K) Profit Sharing Plan | - | 48 | $5,213,990 | $569,394 | $11,862iApproximate average salary by contribution assumption: employee only about $296,559 at 4% or $197,706 at 6%; with 50% employer match about $197,706 at 4% or $131,804 at 6%; with 100% employer match about $148,280 at 4% or $98,853 at 6%. |