401(k) · DOL Form 5500 · 2022

Cox, Castle & Nicholson LLP 401(k) Plan

Data updated 2026-08-11

$187M
Total assets
169
Participants
95th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Cox, Castle & Nicholson LLP Retirement Plan · Sponsored by Cox, Castle & Nicholson LLP · California · Professional & Technical Services

$187M in assets, 169 participants

Cox, Castle & Nicholson LLP's Cox, Castle & Nicholson LLP Retirement Plan reported $187M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #20,801 in Professional & Technical Services (21,562 peers)

Coverage in California

Cox, Castle & Nicholson LLP Retirement Plan covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $187M.

$187M
total plan assets (2022 EOY)
169
covered participants
95th
percentile by assets (of 139,126 plans)
$1.1M
avg assets per participant

The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Cox, Castle & Nicholson LLP Retirement Plan reports 169 participants - about 27% of that state average ($187M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$220M
Net Assets (End of Year)$187M
Net Income-$34M
Employer EIN952547124
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox, Castle & Nicholson LLP)

$150M$200M$250M$300M 202220232024 $187M $270M ▲ +44.5%
Total plan assets by year, all Cox, Castle & Nicholson LLP plans on file
Year Plans Participants Total Assets
2022 1 169 $187M
2023 1 175 $236M
2024 1 177 $270M

Nearby 401(k) Plans in California

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

Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cox, Castle & Nichol…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cox, Castle & Nicholson LLP Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Cox, Castle & Nicholson LLP Retirement Plan assets move in 2022?
Cox, Castle & Nicholson LLP Retirement Plan declined sharply - down 15.0% during 2022, from $220M to $187M. Reported net income was -$34M.
How have Cox, Castle & Nicholson LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Cox, Castle & Nicholson LLP's sponsor-wide assets grew 44.5%, from $187M to $270M.
Where does Cox, Castle & Nicholson LLP Retirement Plan rank by assets among Form 5500 filers?
Cox, Castle & Nicholson LLP Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cox, Castle & Nicholson LLP Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Mannington 401(k) Retirement Savings Plan in NJ ($187M, 3,305 participants).

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Filing takeaways

Ways to act on Cox, Castle & Nicholson LLP Retirement Plan's numbers.