Money Purchase · DOL Form 5500 · 2022
Cotton Norton Stevenson Consulting, Inc. Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 4
- Participants
- 40th
- Percentile by assets
- $730,834
- Avg per participant
Official DOL plan name: Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan · Sponsored by Cotton Norton Stevenson Consulting, Inc. · Arizona · Finance & Insurance
$3M in assets, 4 participants
Cotton Norton Stevenson Consulting, Inc.'s Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 139,126 plans)
- #2,506 in Finance & Insurance (9,261 peers)
Cotton Norton Stevenson Consulting, Inc. multi-year trail
Cotton Norton Stevenson Consulting, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan at $3M / 4 participants.
- $3M
- total plan assets (2022 EOY)
- 4
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $730,834
- avg assets per participant
Cotton Norton Stevenson Consulting, Inc. across 3 plan years on file
Across the 3 plan years Cotton Norton Stevenson Consulting, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 35.2%, while reported participants moved from 4 to 4 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Cotton Norton Stevenson Consulting, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 4 | $4M |
Cotton Norton Stevenson Consulting, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $72K |
| Employer EIN | 860698708 |
| Plan Effective Date | 1992-01-16 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Arizona
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan $101M · 3,763
- IBEW Local 570 & 518 and Southern Az Chap NECA Annuity Plan $33M · 1,391
- The Institute for Supply Management Tiaa-Cref Retirement Plan No. 1 $14M · 47
- Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan $13M · 538
- Benjamin E. Myers Money Purchase Pension Plan and Trust $8M · 1
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan's numbers.
- By total assets, Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Arizona. Compare plans
- Cotton Norton Stevenson Consulting, Inc.'s sponsor-wide assets have grown 35.2% since 2022 across 3 plan years on file. More Finance & Insurance plans