Colony Brands 401(k) and pension plans

Colony Brands, Inc., Monroe, WI. EIN 39-0869862. Annual reports 2009–2024. Also filed as The Swiss Colony, Inc.; Colony Brands Inc.

Colony Brands, Inc. has 2 active retirement plans on file. The largest is the Colony Brands, Inc. Retirement Savings Plan, with 2,369 participants and $186 million in assets in 2024. Transamerica has been its recordkeeper since 2012.

Active plans: 2
Participants: 4,713
Plan assets: $246 million
401(k) recordkeeper: Transamerica
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

Colony Brands, Inc. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 39-0869862
Participants (2024): 2,369
Net assets (2024): $186 million
Recordkeeper: TransamericaEarlier: Marshall & Ilsley Trust (2009–2011)
Plan administrator: Colony Brands, Inc.
1112 7TH Avenue
Monroe, WI 53566
(608) 328-8400As filed for 2024
In effect since: April 1, 1986

Earlier sponsor: The Swiss Colony, Inc. (2009).

Earlier plan names: The Swiss Colony, Inc. Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,369	$186 million	Transamerica
2023	2,413	$175 million	Transamerica
2022	2,498	$155 million	Transamerica
2021	2,647	$196 million	Transamerica
2020	2,626	$179 million	Transamerica
2019	2,670	$161 million	Transamerica
2018	3,660	$137 million	Transamerica
2017	2,746	$146 million	Transamerica
2016	2,928	$126 million	Transamerica
2015	2,897	$120 million	Transamerica
2014	2,687	$122 million	Transamerica
2013	2,661	$114 million	Transamerica
2012	1,888	$96.0 million	Transamerica
2011	2,311	$82.7 million	Marshall & Ilsley Trust
2010	2,143	$83.4 million	Marshall & Ilsley Trust
2009	2,157	$70.3 million	Marshall & Ilsley Trust

Colony Brands, Inc. Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 39-0869862
Participants (2024): 2,344
Net assets (2024): $60.1 million
Administered by: Transamerica2012–2024
Plan administrator: Colony Brands, Inc.
1112 7TH Avenue
Monroe, WI 53566
(608) 328-8400As filed for 2024
In effect since: May 15, 1967

Earlier sponsor: The Swiss Colony, Inc. (2009).

Earlier plan names: The Swiss Colony, Inc. Pension Plan; The Colony Brands, Inc. Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,344	$60.1 million	Transamerica
2023	2,348	$59.1 million	Transamerica
2022	2,363	$53.0 million	Transamerica
2021	2,485	$71.7 million	Transamerica
2020	2,553	$75.5 million	Transamerica
2019	2,397	$75.4 million	Transamerica
2018	2,523	$67.7 million	Transamerica
2017	2,605	$73.5 million	Transamerica
2016	2,755	$56.9 million	Transamerica
2015	2,648	$57.1 million	Transamerica
2014	2,559	$57.7 million	Transamerica
2013	2,595	$51.9 million	Transamerica
2012	2,528	$46.6 million	Transamerica
2011	2,188	$38.0 million	not listed
2010	2,084	$36.6 million	not listed
2009	2,123	$27.4 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Colony Brands, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((608) 328-8400). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Colony Brands, Inc. Retirement Savings Plan

Colony Brands, Inc. Pension Plan

If you had money in one of these plans

What these numbers are

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