Defined Benefit (Pension) · DOL Form 5500 · 2023

Cotton Incorporated Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
117
Participants Small participant base
81st
Percentile by assets National rank
$301,234
Avg per participant High balance/head
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Official DOL plan name: Cotton Incorporated Pension Plan · Sponsored by Cotton Incorporated · North Carolina · Other Services

$35M in assets, 117 participants

Cotton Incorporated's Cotton Incorporated Pension Plan reported $35M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,154 in Other Services (7,857 peers)

Coverage in North Carolina

Cotton Incorporated Pension Plan covers 117 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $35M.

#7,154
in Other Services (7,857 peers)
+12.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cotton Incorporated Pension Plan's outsized position by total assets

Cotton Incorporated Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$35,244,323 Top 19% higher than 81% of 127,068 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 2023

Cotton Incorporated Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cotton Incorporated Pension Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cotton Incorporated Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cotton Incorporated Pension Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620786018 · Cotton Incorporated PY 2023 · Defined Benefit (Pension)

Cotton Incorporated Pension Plan · $35M · 117 · 81st

  • RANK $35M
  • RANK 117
  • RANK 81st
  • RANK Defined Benefit (Pension)
  • RANK near Bunge North America Pension Plan for Hourly Union Employees
  • RANK ind #7154

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 Other Services retirement plans → · Plans in North Carolina →

Cotton Incorporated Pension Plan in the asset neighbourhood

The Stebbins Engineering and Manufacturing Company Retirement PlanThe Stebbins Engineering and…$35MGood Samaritan Hospital Pension PlanGood Samaritan Hospital Pens…$35MBunge North America Pension Plan for Hourly Union EmployeesBunge North America Pension …$35MCotton Incorporated Pension PlanCotton Incorporated Pension …$35MBaker Tilly Advisory Group Parent, LP Market Based Cash Balance PlanBaker Tilly Advisory Group P…$35M
End-of-year total assets ($M) among Cotton Incorporated Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN620786018
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cotton Incorporated)

Sponsor-wide plan assets over time

All Cotton Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$78M 28.06376671772568% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $61M $78.1M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 242 $61M
2023 2 246 $72M
2024 2 258 $78M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cotton Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Cotton Incorporated Pension Plan, Total assets ($B): 0.035244323 · Participants: 117Cotton Incorporated Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Cotton Incorporated Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Cotton Incorporated Pension Plan side-by-side with 3 peers →

Cotton Incorporated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Bunge North America Pension Plan for Hourly Union Employees in MO ($35M); by covered participants it is Vail-Summit Orthopaedics, PC Cash Balance Plan in CO (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cotton Incorporated Pension Plan assets move in 2023? ▼
Cotton Incorporated Pension Plan grew at a solid clip - up 12.5% during 2023, from $31M to $35M. Reported net income was $4M.
How have Cotton Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cotton Incorporated's sponsor-wide assets grew 28.1%, from $61M to $78M.
Where does Cotton Incorporated Pension Plan rank by assets among Form 5500 filers? ▼
Cotton Incorporated Pension Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cotton Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bunge North America Pension Plan for Hourly Union Employees in MO ($35M, 171 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cotton Incorporated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vail-Summit Orthopaedics, PC Cash Balance Plan in CO (117 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620786018.

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.