401(k) · DOL Form 5500 · 2023

Cotton Incorporated 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
129
Participants Small participant base
82nd
Percentile by assets National rank
$281,983
Avg per participant High balance/head
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Official DOL plan name: Tax Deferred Investment Program for Employees of Cotton Incorporated · Sponsored by Cotton Incorporated · North Carolina · Other Services

$36M in assets, 129 participants

Cotton Incorporated's Tax Deferred Investment Program for Employees of Cotton Incorporated reported $36M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,176 in Other Services (7,857 peers)

Coverage in North Carolina

Tax Deferred Investment Program for Employees of Cotton Incorporated covers 129 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $36M.

#7,176
in Other Services (7,857 peers)
+22.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Tax Deferred Investment Program for Employees of Cotton Incorporated's outsized position by total assets

Tax Deferred Investment Program for Employees of Cotton Incorporated vs every filed plan by assets

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

$36,375,810 Top 18% higher than 82% 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

Tax Deferred Investment Program for Employees of Cotton Incorporated 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. Tax Deferred Investment Program for Employees of Cotton Incorporated sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Investment Program for Employees of Cotton Incorporated reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tax Deferred Investment Program for Employees of Cotton Incorporated end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Tax Deferred Investment Program for Employees of Cotton Incorporated reported participants rose from 126 in the plan year 2022 filing to 129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620786018 · Cotton Incorporated PY 2023 · 401(k)

Tax Deferred Investment Program for Employees of Cotton Incorporated · $36M · 129 · 82nd

  • SCH $36M
  • EBSA 129
  • PART 82nd
  • TYPE 401(k)
  • NET near Goodwill - Easter Seals Mn 401(k) Plan
  • BOOK ind #7176

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 →

Tax Deferred Investment Program for Employees of Cotton Incorporated in the asset neighbourhood

Tax Deferred Investment Program for Employees of Cotton IncorporatedTax Deferred Investment Prog…$36MGoodwill - Easter Seals Mn 401(k) PlanGoodwill - Easter Seals Mn 4…$36MHartline Barger LLP 401(k) Profit Sharing PlanHartline Barger LLP 401(k) P…$36MDrfirst.Com, Inc 401(k) Plan$36MPioneer Metal Finishing, LLC Retirement Savings PlanPioneer Metal Finishing, LLC…$36M
End-of-year total assets ($M) among Tax Deferred Investment Program for Employees of Cotton Incorporated and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN620786018
Plan Effective Date1984-01-01
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 401(k) Plans in North Carolina

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

Tax Deferred Investment Program for Employees of Cotton Incorporated vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Tax Deferred Investment Program for Employees of Cotton Incorporated, Total assets ($B): 0.03637581 · Participants: 129Tax Deferred Investment Program for Employees of Cotton IncorporatedThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Tax Deferred Investment Program for Employees of Cotton Incorporated vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Tax Deferred Investment Program for Employees of Cotton Incorporated side-by-side with 3 peers →

Tax Deferred Investment Program for Employees of Cotton Incorporated's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Goodwill - Easter Seals Mn 401(k) Plan in MN ($36M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Tax Deferred Investment Program for Employees of Cotton Incorporated assets move in 2023? ▼
Tax Deferred Investment Program for Employees of Cotton Incorporated grew sharply - up 22.7% during 2023, from $30M to $36M. Reported net income was $7M.
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 Tax Deferred Investment Program for Employees of Cotton Incorporated rank by assets among Form 5500 filers? ▼
Tax Deferred Investment Program for Employees of Cotton Incorporated ranks in the 82nd 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 401(k) plans are similar in size to Tax Deferred Investment Program for Employees of Cotton Incorporated? ▼
Among 401(k) plans in other states, the closest by assets is Goodwill - Easter Seals Mn 401(k) Plan in MN ($36M, 1,251 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Investment Program for Employees of Cotton Incorporated? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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.