Defined Benefit (Pension) · DOL Form 5500 · 2023

Cook and Sons Construction, LLC Pension Plan

Data updated 2026-08-25

N/A
Total assets —
9
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cook and Sons Construction, LLC Cash Balance Plan · Sponsored by Cook and Sons Construction, LLC · Idaho · Construction

N/A in assets, 9 participants

Cook and Sons Construction, LLC's Cook and Sons Construction, LLC Cash Balance Plan reported N/A in total assets and 9 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Cook and Sons Construction, LLC multi-year trail

Cook and Sons Construction, LLC's plans moved -34.5% in assets from 2022 to 2023; this filing shows Cook and Sons Construction, LLC Cash Balance Plan at N/A / 9 participants.

-$962K
reported net income

The plan reported a net loss of $962K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cook and Sons Construction, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cook and Sons Construction, LLC Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cook and Sons Construction, LLC Cash Balance Plan reported net income fell from -$23K in the plan year 2022 filing to -$962K in the plan year 2023 filing.
  • Cook and Sons Construction, LLC Cash Balance Plan reported participants fell from 12 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820484361 · Cook and Sons Construction, LLC PY 2023 · Defined Benefit (Pension)

Cook and Sons Construction, LLC Cash Balance Plan · N/A · 9

  • BOOK N/A
  • VS-ST 9
  • BOY PY 2023
  • SCH Defined Benefit (Pension)
  • EBSA near Symphony Management Cash Balance Plan
  • PART -$962K

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 Construction retirement plans → · Plans in Idaho →

Cook and Sons Construction, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cook and Sons Construction, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$962K 34.48813130608386% vs 2022
2023 filing year
$0.8M$1M$1.2M$1.4M$1.6M 20222023 $1.47M $0.96M ▼ -34.7%
Year Plans Participants Total Assets
2022 2 25 $1M
2023 2 22 $962K

Cook and Sons Construction, LLC filing trail (2023)

Total Assets (Beginning of Year)$962K
Net Assets (End of Year)N/A
Net Income-$962K
Employer EIN820484361
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

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

Cook and Sons Construction, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 5 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants Idaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension Plan
Cook and Sons Construction, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Cook and Sons Construction, LLC Cash Balance Plan side-by-side with 3 peers →

Cook and Sons Construction, LLC Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Idaho, the nearest Defined Benefit (Pension) by covered participants is Symphony Management Cash Balance Plan in FL (9 participants; this filing: 9 participants).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 have Cook and Sons Construction, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cook and Sons Construction, LLC's sponsor-wide assets declined 34.5%, from $1M to $962K.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cook and Sons Construction, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 820484361.

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.