Defined Benefit (Pension) · DOL Form 5500 · 2022

Cotton Incorporated Pension Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
116
Participants Small participant base
83rd
Percentile by assets National rank
$270,179
Avg per participant High balance/head
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Official DOL plan name: Cotton Incorporated Pension Plan · Sponsored by Cotton Incorporated · North Carolina · Other Services

$31M in assets, 116 participants

Cotton Incorporated's Cotton Incorporated Pension Plan reported $31M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,700 in Other Services (8,398 peers)

Coverage in North Carolina

Cotton Incorporated Pension Plan covers 116 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.

#7,700
in Other Services (8,398 peers)
-21.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cotton Incorporated Pension Plan's outsized position by total assets

Cotton Incorporated Pension Plan vs every filed plan by assets

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

$31,340,783 Top 17% higher than 83% 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

Cotton Incorporated Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cotton Incorporated Pension Plan sits mid-pack in the medium band (116 participants).

DOL schedule card

Filing strip 620786018 · Cotton Incorporated PY 2022 · Defined Benefit (Pension)

Cotton Incorporated Pension Plan · $31M · 116 · 83rd

  • TYPE $31M
  • NET 116
  • BOOK 83rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III
  • SCH ind #7700

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 Other Services retirement plans → · Plans in North Carolina →

Cotton Incorporated Pension Plan in the asset neighbourhood

Dykema Gossett PLLC Cash Balance PlanDykema Gossett PLLC Cash Bal…$31MAshland Community Hospital Retirement PlanAshland Community Hospital R…$31MThe Holland Group Retirement Income PlanThe Holland Group Retirement…$31MLewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan IIILewis Brisbois Bisgaard & Sm…$31MCotton Incorporated Pension PlanCotton Incorporated Pension …$31M
End-of-year total assets ($M) among Cotton Incorporated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$31M
Net Income-$8M
Employer EIN620786018
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cotton Incorporated)

Sponsor-wide plan assets over time

All Cotton Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$78M 28.06376671772568% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $61M $78.1M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 242 $61M
2023 2 246 $72M
2024 2 258 $78M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cotton Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Cotton Incorporated Pension Plan, Total assets ($B): 0.031340783 · Participants: 116Cotton Incorporated Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Cotton Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Cotton Incorporated Pension Plan side-by-side with 3 peers →

Cotton Incorporated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III in CA ($31M); by covered participants it is Cincinnati Incorporated Employees' Retirement Pension Plan in OH (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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.

Frequently Asked Questions

How did Cotton Incorporated Pension Plan assets move in 2022? ▼
Cotton Incorporated Pension Plan declined sharply - down 21.2% during 2022, from $40M to $31M. Reported net income was -$8M.
How have Cotton Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cotton Incorporated's sponsor-wide assets grew 28.1%, from $61M to $78M.
Where does Cotton Incorporated Pension Plan rank by assets among Form 5500 filers? ▼
Cotton Incorporated Pension Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cotton Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lewis Brisbois Bisgaard & Smith LLP Cash Balance Pension Plan III in CA ($31M, 174 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cotton Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cincinnati Incorporated Employees' Retirement Pension Plan in OH (116 participants, $24M 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 620786018.

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.