401(k) · DOL Form 5500 · 2022

Cook & Boardman Group, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,821
Participants Near avg headcount
91st
Percentile by assets National rank
$39,501
Avg per participant Low balance/head
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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.

  • #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.

#6,315
in Wholesale Trade (6,843 peers)
-10.1%
assets change YoY
0.7×
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.

The Cook & Boardman Group, LLC 401(k) Plan's outsized position 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 $2,050,000,000 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

The Cook & Boardman Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cook & Boardman Group, LLC 401(k) Plan lands in the large band (1,821 participants).

Published 5500 schedule card

Filing strip 272424824 · Cook & Boardman Group, LLC PY 2022 · 401(k)

The Cook & Boardman Group, LLC 401(k) Plan · $72M · 1,821 · 91st

  • EBSA $72M
  • EBSA 1,821
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Metalsa Retirement Savings Plan
  • EBSA ind #6315

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 Wholesale Trade retirement plans → · Plans in North Carolina →

The Cook & Boardman Group, LLC 401(k) Plan in the asset neighbourhood

Wings Financial Credit Union Retirement Savings PlanWings Financial Credit Union…$72MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$72MMetalsa Retirement Savings PlanMetalsa Retirement Savings P…$72MOrthopedic Centers of Colorado, LLC 401(k) Profit Sharing PlanOrthopedic Centers of Colora…$72MSupplyone 401(k) Plan$72M
End-of-year total assets ($M) among The Cook & Boardman Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Cook & Boardman Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$120M 66.96851452066208% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $71.9M $120M ▲ +67.0%
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 ($B) Participants The Cook & Boardman Group, LLC 401(k) Plan, Total assets ($B): 0.071931603 · Participants: 1821The Cook & Boardman Group, LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 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) Plan side-by-side with 3 peers →

The Cook & Boardman Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Metalsa Retirement Savings Plan in VA ($72M); by covered participants it is Computer Task Group, Inc. 401(k) Retirement Plan in NY (1,821 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,821 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 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).
Which 401(k) plans cover a similar participant headcount to The Cook & Boardman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Computer Task Group, Inc. 401(k) Retirement Plan in NY (1,821 participants, $177M 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 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.