Retirement plan

COLEMAN HOMES INC.

Name: COLEMAN HOMES INC - COLEMAN HOMES INC. (2025) Form 5500
Creator: COLEMAN HOMES INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLEMAN HOMES INC., COLEMAN HOMES INC

COLEMAN HOMES INCdba COLEMAN HOMES INCEIN 58-2563037Plan #001PY 2025

PO BOX 372 - BUFORD, GA 30515404-379-6784LinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$613K

+86.8% from 2024

Total participants

0.0% from 2024

Average account balance

$613,194

+86.8% from 2024

Annual return

70.52%

+58.25 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$613K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$613K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$53K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+70.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$613,194

$114,119+437.3%

$107,187+472.1%

$138,895+341.5%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

79.9%+20.1pp

Annual return

70.52%

273.21%-202.7pp

204.55%-134.0pp

145.39%-74.9pp

Employer contribution / active EE

$4,059-100.0%

$3,782-100.0%

$4,194-100.0%

Participant deferral / active EE

$53,372

$5,538+863.8%

$5,096+947.3%

$6,396+734.4%

Admin fee / account holder

$10,024-100.0%

$9,162-100.0%

$12,562-100.0%

COLEMAN HOMES INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COLEMAN HOMES INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion