Profit Sharing · DOL Form 5500 · 2022

Cogent Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$147K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$147,484
Avg per participant Above avg balance/head
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Official DOL plan name: Cogent Investments Inc. Retirement Plan · Sponsored by Cogent Investments Inc. · California · Educational Services

$147K in assets, 1 participants

Cogent Investments Inc.'s Cogent Investments Inc. Retirement Plan reported $147K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #265 in Educational Services (4,024 peers)

Cogent Investments Inc. multi-year trail

Cogent Investments Inc.'s plans moved -54.5% in assets from 2022 to 2024; this filing shows Cogent Investments Inc. Retirement Plan at $147K / 1 participant.

#265
in Educational Services (4,024 peers)
+249.5%
assets growth YoY

Cogent Investments Inc. Retirement Plan among the smaller filed plans by assets

Cogent Investments Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$147,484 8th percentile higher than 8% of 139,123 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 2022

Cogent Investments Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cogent Investments Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 831432235 · Cogent Investments Inc. PY 2022 · Profit Sharing

Cogent Investments Inc. Retirement Plan · $147K · 1 · 8th

  • EIN $147K
  • RANK 1
  • PHOTO 8th
  • IND Profit Sharing
  • EOY near Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust
  • 5500 ind #265

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 Educational Services retirement plans → · Plans in California →

Cogent Investments Inc. Retirement Plan in the asset neighbourhood

Cogent Investments Inc. Retirement PlanCogent Investments Inc. Reti…$147KGregory D. Albert, M.D., P.a. Profit-Sharing Plan & TrustGregory D. Albert, M.D., P.a…$147KBusiness Integrity Services 401(k) PlanBusiness Integrity Services …$148KAbfrank4 Corp. Retirement PlanAbfrank4 Corp. Retirement Pl…$148KCtbt Inc. Retirement Plan$147K
End-of-year total assets ($M) among Cogent Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cogent Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cogent Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67K 54.516422120365604% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0.07M ▼ -53.3%
Year Plans Participants Total Assets
2022 1 1 $147K
2023 1 2 $71K
2024 1 2 $67K

Cogent Investments Inc. filing trail (2022)

Total Assets (Beginning of Year)$42K
Net Assets (End of Year)$147K
Net Income$105K
Employer EIN831432235
Plan Effective Date2018-08-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cogent Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Cogent Investments Inc. Retirement Plan, Total assets ($B): 0.000147484 · Participants: 1Cogent Investments Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Cogent Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Cogent Investments Inc. Retirement Plan side-by-side with 3 peers →

Cogent Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust in FL ($147K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($147K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cogent Investments Inc. Retirement Plan assets move in 2022? ▼
Cogent Investments Inc. Retirement Plan surged - up 249.5% during 2022, from $42K to $147K. Reported net income was $105K.
How have Cogent Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cogent Investments Inc.'s sponsor-wide assets declined 54.5%, from $147K to $67K.
Where does Cogent Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Cogent Investments Inc. Retirement Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cogent Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gregory D. Albert, M.D., P.a. Profit-Sharing Plan & Trust in FL ($147K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Cogent Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831432235.

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.