401(k) · DOL Form 5500 · 2022

Cottonwood Financial Administrative Services, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
437
Participants Below avg headcount
51st
Percentile by assets National rank
$11,948
Avg per participant Low balance/head
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Official DOL plan name: Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan · Sponsored by Cottonwood Financial Administrative Services, LLC · Texas · Finance & Insurance

$5M in assets, 437 participants

Cottonwood Financial Administrative Services, LLC's Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan reported $5M in total assets and 437 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,326 in Finance & Insurance (9,261 peers)

Cottonwood Financial Administrative Services, LLC multi-year trail

Cottonwood Financial Administrative Services, LLC's plans moved -100.0% in assets from 2022 to 2024; this filing shows Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan at $5M / 437 participants.

#3,326
in Finance & Insurance (9,261 peers)
-24.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan's mid-pack asset rank among Finance & Insurance and all filers

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan vs every filed plan by assets

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

$5,221,200 Top 49% higher than 51% 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

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment 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. Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan sits mid-pack in the medium band (437 participants).

Published 5500 schedule card

Filing strip 261367228 · Cottonwood Financial Administrative Services, LLC PY 2022 · 401(k)

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan · $5M · 437 · 51st

  • PCT $5M
  • PCT 437
  • PCT 51st
  • PCT 401(k)
  • PCT near Cellino Law, LLP 401(k) Plan
  • PCT ind #3326

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 Finance & Insurance retirement plans → · Plans in Texas →

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan in the asset neighbourhood

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment PlanCottonwood Financial Adminis…$5MCellino Law, LLP 401(k) Plan$5MRadford Orthopedic Center PC Profit Sharing PlanRadford Orthopedic Center PC…$5MLabelle Day Spas 401(k) Plan$5MMenlo Innovations LLC 401 (K) Plan and TrustMenlo Innovations LLC 401 (K…$5M
End-of-year total assets ($M) among Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cottonwood Financial Administrative Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cottonwood Financial Administrative Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11 99.99978932046272% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $5.22M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 437 $5M
2023 1 382 $6M
2024 2 361 $11

Cottonwood Financial Administrative Services, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN261367228
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan, Total assets ($B): 0.0052212 · Participants: 437Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan side-by-side with 3 peers →

Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cellino Law, LLP 401(k) Plan in NY ($5M); by covered participants it is Butler Hospitality in NJ (437 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan assets move in 2022? ▼
Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan declined sharply - down 24.3% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Cottonwood Financial Administrative Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottonwood Financial Administrative Services, LLC's sponsor-wide assets declined 100.0%, from $5M to $11.
Which 401(k) plans are similar in size to Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cellino Law, LLP 401(k) Plan in NY ($5M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Cottonwood Financial Administrative Services, LLC Employee 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Butler Hospitality in NJ (437 participants, $383K 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 261367228.

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.