401(k) · DOL Form 5500 · 2022

Coolsoft LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
189
Participants Below avg headcount
49th
Percentile by assets National rank
$25,062
Avg per participant Low balance/head
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Official DOL plan name: Coolsoft LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Coolsoft LLC · Kentucky · Professional & Technical Services

$5M in assets, 189 participants

Coolsoft LLC's Coolsoft LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,190 in Professional & Technical Services (21,562 peers)

Coverage in Kentucky

Coolsoft LLC 401(k) Profit Sharing Plan & Trust covers 189 participants in Kentucky, about 29% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#10,190
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY

The plan reported a net loss of $550K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Coolsoft LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Coolsoft LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,736,755 49th percentile higher than 49% 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

Coolsoft LLC 401(k) Profit Sharing Plan & Trust 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. Coolsoft LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (189 participants).

Plan-year Form 5500 strip

Filing strip 611389059 · Coolsoft LLC PY 2022 · 401(k)

Coolsoft LLC 401(k) Profit Sharing Plan & Trust · $5M · 189 · 49th

  • PART $5M
  • PART 189
  • PART 49th
  • PART 401(k)
  • PART near Fieldman, Rolapp & Associates , Inc. 401(k) Profit Sharing Plan
  • PART ind #10190

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Coolsoft LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Coolsoft LLC 401(k) Profit Sharing Plan & TrustCoolsoft LLC 401(k) Profit S…$5MFieldman, Rolapp & Associates , Inc. 401(k) Profit Sharing PlanFieldman, Rolapp & Associate…$5MGreenbrook Tms 401(k) Plan$5MCook Sales, Inc. 401(k) Plan$5MNational Molding, LLC 401(k) PlanNational Molding, LLC 401(k)…$5M
End-of-year total assets ($M) among Coolsoft LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$550K
Employer EIN611389059
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coolsoft LLC)

Sponsor-wide plan assets over time

All Coolsoft LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 38.515059360258235% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.74M $6.56M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 189 $5M
2023 1 171 $6M
2024 1 143 $7M

Nearby 401(k) Plans in Kentucky

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

Coolsoft LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Coolsoft LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004736755 · Participants: 189Coolsoft LLC 401(k) Profit Sharing Plan & TrustHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Coolsoft LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Kentucky, assets vs. participants

Coolsoft LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Fieldman, Rolapp & Associates , Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Coolsoft LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Coolsoft LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.4% during 2022, from $5M to $5M. Reported net income was -$550K.
How have Coolsoft LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Coolsoft LLC's sponsor-wide assets grew 38.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Coolsoft LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Fieldman, Rolapp & Associates , Inc. 401(k) Profit Sharing Plan in CA ($5M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Coolsoft LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M in assets).