401(k) · DOL Form 5500 · 2022

Cook & Boardman Group, LLC 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
1,821
Participants
91st
Percentile by assets
$39,501
Avg per participant
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Official DOL plan name: The Cook & Boardman Group, LLC 401(k) Plan · Sponsored by Cook & Boardman Group, LLC · North Carolina · Wholesale Trade

$72M in assets, 1,821 participants

Cook & Boardman Group, LLC's The Cook & Boardman Group, LLC 401(k) Plan reported $72M in total assets and 1,821 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 139,126 plans)
  • #6,315 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

The Cook & Boardman Group, LLC 401(k) Plan covers 1,821 participants in North Carolina, 2.2x the typical North Carolina plan (state average ~819 per filing). Assets: $72M.

$72M
total plan assets (2022 EOY)
1,821
covered participants
91st
percentile by assets (of 139,126 plans)
$39,501
avg assets per participant

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.

Where The Cook & Boardman Group, LLC 401(k) Plan sits by total assets

The Cook & Boardman Group, LLC 401(k) Plan vs every filed plan by assets

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

$71,931,603 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
North Carolina
Industry
Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. The Cook & Boardman Group, LLC 401(k) Plan reports 1,821 participants - 2.2x that state average ($72M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$72M
Net Income-$8M
Employer EIN272424824
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cook & Boardman Group, LLC)

$60M$80M$100M$120M$140M 202220232024 $71.9M $120M ▲ +67.0%
Total plan assets by year, all Cook & Boardman Group, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,821 $72M
2023 1 1,940 $91M
2024 1 2,109 $120M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Cook & Boardman Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Cook & Boardman …, Total assets ($B): 0.071931603 · Participants: 1821The Cook & Boardman …The Bank of America …, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Cor…Lowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Cook & Boardman Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Cook & Boardman Group, LLC 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Cook & Boardman Group, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Cook & Boardman Group, LLC 401(k) Plan assets move in 2022? ▼
The Cook & Boardman Group, LLC 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $80M to $72M. Reported net income was -$8M.
How have Cook & Boardman Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cook & Boardman Group, LLC's sponsor-wide assets grew 67.0%, from $72M to $120M.
Where does The Cook & Boardman Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Cook & Boardman Group, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Cook & Boardman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metalsa Retirement Savings Plan in VA ($72M, 830 participants).

Next read for The Cook & Boardman Group, LLC 401(k) Pl…

Filing takeaways

Ways to act on The Cook & Boardman Group, LLC 401(k) Plan's numbers.

  • By total assets, The Cook & Boardman Group, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Cook & Boardman Group, LLC's sponsor-wide assets have grown 67.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 272424824.

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.