401(k) · DOL Form 5500 · 2022

Coldstream Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
106
Participants Small participant base
76th
Percentile by assets National rank
$177,682
Avg per participant Above avg balance/head
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Official DOL plan name: Coldstream 401(k) Plan · Sponsored by Coldstream Capital Management, Inc. · Washington · Finance & Insurance

$19M in assets, 106 participants

Coldstream Capital Management, Inc.'s Coldstream 401(k) Plan reported $19M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,803 in Finance & Insurance (9,261 peers)

Coverage in Washington

Coldstream 401(k) Plan covers 106 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $19M.

#5,803
in Finance & Insurance (9,261 peers)
-8.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Coldstream 401(k) Plan's outsized position by total assets

Coldstream 401(k) Plan vs every filed plan by assets

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

$18,834,335 Top 24% higher than 76% 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

Coldstream 401(k) 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. Coldstream 401(k) Plan sits mid-pack in the medium band (106 participants).

Plan-year Form 5500 strip

Filing strip 931052371 · Coldstream Capital Management, Inc. PY 2022 · 401(k)

Coldstream 401(k) Plan · $19M · 106 · 76th

  • VS-ST $19M
  • VS-ST 106
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Rdv Staffing, Inc. 401(k) Retirement Plan
  • VS-ST ind #5803

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 Washington →

Coldstream 401(k) Plan in the asset neighbourhood

Brann & Isaacson, LLP Profit Sharing PlanBrann & Isaacson, LLP Profit…$19MCog Marketers, Ltd Employees Savings TrustCog Marketers, Ltd Employees…$19MRef-Chem Retirement Plan$19MColdstream 401(k) Plan$19MRdv Staffing, Inc. 401(k) Retirement PlanRdv Staffing, Inc. 401(k) Re…$19M
End-of-year total assets ($M) among Coldstream 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN931052371
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coldstream Capital Management, Inc.)

Sponsor-wide plan assets over time

All Coldstream Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 72.83235112893553% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.8M $32.6M ▲ +72.9%
Year Plans Participants Total Assets
2022 1 106 $19M
2023 1 136 $25M
2024 1 166 $33M

Nearby 401(k) Plans in Washington

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

Coldstream 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Coldstream 401(k) Plan, Total assets ($B): 0.018834335 · Participants: 106Coldstream 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Coldstream 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Coldstream 401(k) Plan side-by-side with 3 peers →

Coldstream 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Rdv Staffing, Inc. 401(k) Retirement Plan in MI ($19M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Coldstream 401(k) Plan assets move in 2022? ▼
Coldstream 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Coldstream Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coldstream Capital Management, Inc.'s sponsor-wide assets grew 72.8%, from $19M to $33M.
Where does Coldstream 401(k) Plan rank by assets among Form 5500 filers? ▼
Coldstream 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to Coldstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rdv Staffing, Inc. 401(k) Retirement Plan in MI ($19M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Coldstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants, N/A 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 931052371.

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.