Defined Benefit (Pension) · DOL Form 5500 · 2023

Cook and Sons Construction, LLC Pension Plan

Data updated 2026-08-25

$962K
Total assets Small plan by assets
13
Participants Small participant base
23rd
Percentile by assets National rank
$74,034
Avg per participant Below avg balance/head
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

$962K in assets, 13 participants

Cook and Sons Construction, LLC's Cook and Sons Construction, LLC Cash Balance Plan reported $962K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,928 in Construction (9,030 peers)

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 $962K / 13 participants.

#1,928
in Construction (9,030 peers)
+11.3%
assets growth YoY

Cook and Sons Construction, LLC Cash Balance Plan among the smaller filed plans by assets

Cook and Sons Construction, LLC Cash Balance Plan vs every filed plan by assets

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

$962,446 23rd percentile higher than 23% 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

Cook and Sons Construction, LLC Cash Balance Plan among smaller 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 small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cook and Sons Construction, LLC Cash Balance Plan reported net income rose from -$23K in the plan year 2022 filing to $97K in the plan year 2023 filing.
  • Cook and Sons Construction, LLC Cash Balance Plan end-of-year assets rose from $865K in the plan year 2022 filing to $962K in the plan year 2023 filing.
  • Cook and Sons Construction, LLC Cash Balance Plan reported participants rose from 12 in the plan year 2022 filing to 13 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 · $962K · 13 · 23rd

  • 5500 $962K
  • ASSETS 13
  • PCT 23rd
  • EIN Defined Benefit (Pension)
  • RANK near Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521
  • PHOTO ind #1928

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 Cash Balance Plan in the asset neighbourhood

Cook and Sons Construction, LLC Cash Balance PlanCook and Sons Construction, …$962KBonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521Bonney Forge Corp. Pension P…$963KGsg Capital Advisors Cash Balance PlanGsg Capital Advisors Cash Ba…$964KPension International Capital Investments Defined Benefit Pension PlanPension International Capita…$964KYuma Area Housing Opportunity Inc Retirement PlanYuma Area Housing Opportunit…$964K
End-of-year total assets ($M) among Cook and Sons Construction, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)$865K
Net Assets (End of Year)$962K
Net Income$97K
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 6 data points. -20000200040006000 -0.500.511.522.5 Total assets ($B) Participants Cook and Sons Construction, LLC Cash Balance Plan, Total assets ($B): 0.000962446 · Participants: 13Cook and Sons Construction, LLC Cash Balance PlanIdaho 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 out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in PA ($963K); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Cook and Sons Construction, LLC Cash Balance Plan assets move in 2023? ▼
Cook and Sons Construction, LLC Cash Balance Plan grew at a solid clip - up 11.3% during 2023, from $865K to $962K. Reported net income was $97K.
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.
Where does Cook and Sons Construction, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Cook and Sons Construction, LLC Cash Balance Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cook and Sons Construction, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in PA ($963K, 77 participants).
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 Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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.