401(k) · DOL Form 5500 · 2022

Cobalt Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
242
Participants Below avg headcount
72nd
Percentile by assets National rank
$58,744
Avg per participant Low balance/head
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Official DOL plan name: Cobalt Credit Union 401(k) Plan · Sponsored by Cobalt Credit Union · Nebraska · Finance & Insurance

$14M in assets, 242 participants

Cobalt Credit Union's Cobalt Credit Union 401(k) Plan reported $14M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,204 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

Cobalt Credit Union 401(k) Plan covers 242 participants in Nebraska, about 44% of the average Nebraska filer (state average ~552 per filing). Assets: $14M.

#5,204
in Finance & Insurance (9,261 peers)
-12.7%
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.

Cobalt Credit Union 401(k) Plan's outsized position by total assets

Cobalt Credit Union 401(k) Plan vs every filed plan by assets

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

$14,216,132 Top 28% higher than 72% 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

Cobalt Credit Union 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. Cobalt Credit Union 401(k) Plan sits mid-pack in the medium band (242 participants).

EBSA filing schedule strip

Filing strip 047036486 · Cobalt Credit Union PY 2022 · 401(k)

Cobalt Credit Union 401(k) Plan · $14M · 242 · 72nd

  • SCH $14M
  • SCH 242
  • SCH 72nd
  • SCH 401(k)
  • SCH near Dual North America, Inc. 401(k) Profit Sharing Plan and Trust
  • SCH ind #5204

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 Nebraska →

Cobalt Credit Union 401(k) Plan in the asset neighbourhood

Cobalt Credit Union 401(k) PlanCobalt Credit Union 401(k) P…$14MDual North America, Inc. 401(k) Profit Sharing Plan and TrustDual North America, Inc. 401…$14MPublic Citizen, Inc. Employees Savings TrustPublic Citizen, Inc. Employe…$14MGrady Management, Inc. 401(k) Savings PlanGrady Management, Inc. 401(k…$14MHarmony Biosciences 401(k) Retirement Savings PlanHarmony Biosciences 401(k) R…$14M
End-of-year total assets ($M) among Cobalt Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN047036486
Plan Effective Date2020-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Cobalt Credit Union)

Sponsor-wide plan assets over time

All Cobalt Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.89012369890769% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.6M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 242 $14M
2023 1 258 $16M
2024 1 260 $20M

Nearby 401(k) Plans in Nebraska

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

Cobalt Credit Union 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Cobalt Credit Union 401(k) Plan, Total assets ($B): 0.014216132 · Participants: 242Cobalt Credit Union 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Cobalt Credit Union 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Cobalt Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Dual North America, Inc. 401(k) Profit Sharing Plan and Trust in FL ($14M); by covered participants it is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Cobalt Credit Union 401(k) Plan assets move in 2022? ▼
Cobalt Credit Union 401(k) Plan pulled back noticeably - down 12.7% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Cobalt Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cobalt Credit Union's sponsor-wide assets grew 37.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Cobalt Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dual North America, Inc. 401(k) Profit Sharing Plan and Trust in FL ($14M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Cobalt Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revolution Retail Systems LLC 401(k) Plan in TX (242 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 047036486.

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.