401(k) · DOL Form 5500 · 2022

Cogentrix Energy Power Management, LLC 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
395
Participants Below avg headcount
93rd
Percentile by assets National rank
$284,200
Avg per participant High balance/head
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Official DOL plan name: Cogentrix Retirement Savings Plan · Sponsored by Cogentrix Energy Power Management, LLC · North Carolina · Utilities

$112M in assets, 395 participants

Cogentrix Energy Power Management, LLC's Cogentrix Retirement Savings Plan reported $112M in total assets and 395 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #489 in Utilities (738 peers)

Coverage in North Carolina

Cogentrix Retirement Savings Plan covers 395 participants in North Carolina, about 48% of the average North Carolina filer (state average ~819 per filing). Assets: $112M.

#489
in Utilities (738 peers)
-17.9%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cogentrix Retirement Savings Plan's outsized position by total assets

Cogentrix Retirement Savings Plan vs every filed plan by assets

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

$112,259,129 Top 7% higher than 93% 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

Cogentrix Retirement Savings 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. Cogentrix Retirement Savings Plan sits mid-pack in the medium band (395 participants).

Plan-year Form 5500 strip

Filing strip 460647218 · Cogentrix Energy Power Management, LLC PY 2022 · 401(k)

Cogentrix Retirement Savings Plan · $112M · 395 · 93rd

  • IND $112M
  • IND 395
  • IND 93rd
  • IND 401(k)
  • IND near Carilion Clinic 401(k) Retirement Savings Plan
  • IND ind #489

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 Utilities retirement plans → · Plans in North Carolina →

Cogentrix Retirement Savings Plan in the asset neighbourhood

Carilion Clinic 401(k) Retirement Savings PlanCarilion Clinic 401(k) Retir…$112MCogentrix Retirement Savings PlanCogentrix Retirement Savings…$112MCompass 401(k) Plan$112MReser's Fine Foods Inc, 401(k) PlanReser's Fine Foods Inc, 401(…$112MThe Herb Chambers Companies Section 401(k) PlanThe Herb Chambers Companies …$112M
End-of-year total assets ($M) among Cogentrix Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$112M
Net Income-$24M
Employer EIN460647218
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cogentrix Energy Power Management, LLC)

Sponsor-wide plan assets over time

All Cogentrix Energy Power Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$143M 27.79725290760095% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $112M $143M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 395 $112M
2023 1 385 $131M
2024 1 376 $143M

Nearby 401(k) Plans in North Carolina

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

Cogentrix Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Cogentrix Retirement Savings Plan, Total assets ($B): 0.112259129 · Participants: 395Cogentrix Retirement Savings 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
Cogentrix Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cogentrix Retirement Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Carilion Clinic 401(k) Retirement Savings Plan in VA ($112M); by covered participants it is Mtc US Corp. 401(k) Plan in GA (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Cogentrix Retirement Savings Plan assets move in 2022? ▼
Cogentrix Retirement Savings Plan declined sharply - down 17.9% during 2022, from $137M to $112M. Reported net income was -$24M.
How have Cogentrix Energy Power Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cogentrix Energy Power Management, LLC's sponsor-wide assets grew 27.8%, from $112M to $143M.
Where does Cogentrix Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cogentrix Retirement Savings Plan ranks in the 93rd 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 Cogentrix Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carilion Clinic 401(k) Retirement Savings Plan in VA ($112M, 2,411 participants).
Which 401(k) plans cover a similar participant headcount to Cogentrix Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mtc US Corp. 401(k) Plan in GA (395 participants, $35M 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 460647218.

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.