401(k) · DOL Form 5500 · 2022

Cottonwood Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
217
Participants Below avg headcount
61st
Percentile by assets National rank
$37,250
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan · Sponsored by Cottonwood Capital Management, Inc. · Utah · Finance & Insurance

$8M in assets, 217 participants

Cottonwood Capital Management, Inc.'s Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan reported $8M in total assets and 217 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,055 in Finance & Insurance (9,261 peers)

Coverage in Utah

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan covers 217 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $8M.

#4,055
in Finance & Insurance (9,261 peers)
-13.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan vs every filed plan by assets

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

$8,083,157 Top 39% higher than 61% 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 Capital Management, Inc. 401(k) Safe Harbor Retirement 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 Capital Management, Inc. 401(k) Safe Harbor Retirement Plan sits mid-pack in the medium band (217 participants).

Published 5500 schedule card

Filing strip 262255801 · Cottonwood Capital Management, Inc. PY 2022 · 401(k)

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan · $8M · 217 · 61st

  • EOY $8M
  • 5500 217
  • ASSETS 61st
  • PCT 401(k)
  • EIN near Evo 401(k) Plan
  • RANK ind #4055

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 Utah →

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan in the asset neighbourhood

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanCottonwood Capital Managemen…$8MEvo 401(k) Plan$8MLtc Accounting Services LLC 401(k) Plan & TrustLtc Accounting Services LLC …$8MMoffitt and Schank, Ltd. Profit Sharing PlanMoffitt and Schank, Ltd. Pro…$8MFrank Kent Cadillac, LLC Employees' 401(k) Savings PlanFrank Kent Cadillac, LLC Emp…$8M
End-of-year total assets ($M) among Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN262255801
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottonwood Capital Management, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 46.39196046792114% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.08M $11.8M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 217 $8M
2023 1 187 $10M
2024 1 232 $12M

Nearby 401(k) Plans in Utah

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

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan, Total assets ($B): 0.008083157 · Participants: 217Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan side-by-side with 3 peers →

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Evo 401(k) Plan in AZ ($8M); by covered participants it is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Capital Management, Inc. 401(k) Safe Harbor Retirement Plan assets move in 2022? ▼
Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan pulled back noticeably - down 13.9% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Cottonwood Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottonwood Capital Management, Inc.'s sponsor-wide assets grew 46.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evo 401(k) Plan in AZ ($8M, 1,890 participants).
Which 401(k) plans cover a similar participant headcount to Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Royal Crest Dairy, Inc. 401(k) Plan in CO (217 participants, $6M 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 262255801.

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.