401(k) · DOL Form 5500 · 2022
The Cotswold Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $794,820
- Avg per participant High balance/head
Official DOL plan name: The Cotswold Group, Inc. Pension Plan · Sponsored by The Cotswold Group, Inc. · New York · Real Estate
$4M in assets, 5 participants
The Cotswold Group, Inc.'s The Cotswold Group, Inc. Pension Plan reported $4M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #3,239 in Real Estate (5,057 peers)
The Cotswold Group, Inc. multi-year trail
The Cotswold Group, Inc.'s plans moved +41.1% in assets from 2022 to 2024; this filing shows The Cotswold Group, Inc. Pension Plan at $4M / 5 participants.
- #3,239
- in Real Estate (5,057 peers)
- -6.8%
- assets change YoY
The plan reported a net loss of $290K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cotswold Group, Inc. Pension Plan's mid-pack asset rank among Real Estate and all filers
The Cotswold Group, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,974,100 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Cotswold Group, Inc. Pension 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. The Cotswold Group, Inc. Pension Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 133468813 · The Cotswold Group, Inc. PY 2022 · 401(k)
The Cotswold Group, Inc. Pension Plan · $4M · 5 · 46th
- 5500 $4M
- 5500 5
- 5500 46th
- 5500 401(k)
- 5500 near Sectek Savings and Retirement Plan
- 5500 ind #3239
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 Real Estate retirement plans → · Plans in New York →
The Cotswold Group, Inc. Pension Plan in the asset neighbourhood
The Cotswold Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Cotswold Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 41.12488362144888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $4M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 7 | $6M |
The Cotswold Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$290K |
| Employer EIN | 133468813 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
The Cotswold Group, Inc. Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sectek Savings and Retirement Plan in VA ($4M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); 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.