401(k) · DOL Form 5500 · 2022
Cottingham and Butler Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $151M
- Total assets Near avg plan size
- 1,131
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $133,845
- Avg per participant Near avg balance/head
Official DOL plan name: Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan · Sponsored by Cottingham and Butler Insurance Services, Inc. · Iowa · Finance & Insurance
$151M in assets, 1,131 participants
Cottingham and Butler Insurance Services, Inc.'s Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported $151M in total assets and 1,131 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.
- #8,431 in Finance & Insurance (9,261 peers)
Where Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan sits by assets
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan sits in the top 5% of all filed plans by assets, $151M for 1,131 participants (~$133,845/participant), down 13.0% in 2022.
- #8,431
- in Finance & Insurance (9,261 peers)
- -13.0%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's outsized position by total assets
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$151,378,188 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan lands in the large band (1,131 participants).
Published 5500 schedule card
Filing strip 420198040 · Cottingham and Butler Insurance Services, Inc. PY 2022 · 401(k)
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan · $151M · 1,131 · 95th
- EBSA $151M
- PART 1,131
- TYPE 95th
- NET 401(k)
- BOOK near Astronautics Corporation of America and Kearfott Corporation Deferred Savings and Profit Sharing Plan
- VS-ST ind #8431
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 Iowa →
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | -$23M |
| Employer EIN | 420198040 |
| Plan Effective Date | 1964-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cottingham and Butler Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Cottingham and Butler Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 41.32067494426608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,131 | $151M |
| 2023 | 1 | 1,191 | $185M |
| 2024 | 1 | 1,291 | $214M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Astronautics Corporation of America and Kearfott Corporation Deferred Savings and Profit Sharing Plan in WI ($151M); by covered participants it is The Allen Harim Group 401(k) Plan in DE (1,131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151M here).
- Astronautics Corporation of America and Kearfott Corporation Deferred Savings and Profit Sharing Plan (WI) $151M · 910
- L & L Products Employees' Profit Sharing Plan and Trust (MI) $151M · 538
- Tawa Supermarket, Inc. 401(k) Plan (CA) $151M · 7,023
- Hush 401(k) Retirement Savings Plan (TX) $151M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (1,131 participants); asset peers above are excluded.
- The Allen Harim Group 401(k) Plan (DE) 1,131 · 0 off
- Foursquare Healthcare 401(k) Retirement Plan (TX) 1,131 · 0 off
- Ieee, Inc. Savings and Investment Plan (NJ) 1,131 · 0 off
- Mintz Levin Cohn Ferris Glovsky and Popeo Savings and Retirement Plan (MA) 1,131 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.