Money Purchase · DOL Form 5500 · 2023

Cotton Norton Stevenson Consulting, Inc. Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$844,743
Avg per participant High balance/head
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Official DOL plan name: Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan · Sponsored by Cotton Norton Stevenson Consulting, Inc. · Arizona · Finance & Insurance

$3M in assets, 4 participants

Cotton Norton Stevenson Consulting, Inc.'s Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,312 in Finance & Insurance (8,869 peers)

Cotton Norton Stevenson Consulting, Inc. multi-year trail

Cotton Norton Stevenson Consulting, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan at $3M / 4 participants.

#2,312
in Finance & Insurance (8,869 peers)
+15.6%
assets growth YoY

Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$3,378,973 37th percentile higher than 37% 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 Norton Stevenson Consulting, Inc. Money Purchase Pension 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. Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan reported net income rose from $72K in the plan year 2022 filing to $456K in the plan year 2023 filing.
  • Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860698708 · Cotton Norton Stevenson Consulting, Inc. PY 2023 · Money Purchase

Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan · $3M · 4 · 37th

  • BOY $3M
  • BOY 4
  • BOY 37th
  • BOY Money Purchase
  • BOY near Hanbery & Turner PA Money Purchase Pension Plan
  • BOY ind #2312

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 Arizona →

Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan in the asset neighbourhood

Raj Subnani Shearson as Keogh Mp CustodianRaj Subnani Shearson as Keog…$3MKai Ming, Inc. 403(b) DC Retirement PlanKai Ming, Inc. 403(b) DC Ret…$3MCotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanCotton Norton Stevenson Cons…$3MHanbery & Turner PA Money Purchase Pension PlanHanbery & Turner PA Money Pu…$3MEmployee Benefits Plan of Whittier Street Health Center Committee, Inc.Employee Benefits Plan of Wh…$3M
End-of-year total assets ($M) among Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Cotton Norton Stevenson Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cotton Norton Stevenson Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.21414248252167% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.92M $3.95M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $4M

Cotton Norton Stevenson Consulting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$456K
Employer EIN860698708
Plan Effective Date1992-01-16
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Arizona

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50050100150 Total assets ($M) Participants Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan, Total assets ($M): 3.378973 · Participants: 4Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension PlanIBEW Local No 640 & Az Chapter NECA Defined Contribution Plan, Total assets ($M): 119.725104 · Participants: 3942IBEW Local No 640 & Az Chapter NECA Defined Contribution PlanIBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity, Total assets ($M): 38.400558 · Participants: 1484IBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityThe Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1, Total assets ($M): 16.080018 · Participants: 56The Institute for Supply Management, Inc. Tiaa-Cref Retirement Plan No. 1Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan, Total assets ($M): 14.606621 · Participants: 543Operative Plasterers and Cement Masons Local 394 Defined Contribution PlanBenjamin E. Myers Money Purchase Pension Plan and Trust, Total assets ($M): 8.705025 · Participants: 1Benjamin E. Myers Money Purchase Pension Plan and Trust
Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in Arizona, assets vs. participants
Compare Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Arizona, the nearest Money Purchase by assets is Hanbery & Turner PA Money Purchase Pension Plan in MN ($3M); by covered participants it is Unit Design Inc Mp in LA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Norton Stevenson Consulting, Inc. Money Purchase Pension Plan assets move in 2023? ▼
Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan grew sharply - up 15.6% during 2023, from $3M to $3M. Reported net income was $456K.
How have Cotton Norton Stevenson Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cotton Norton Stevenson Consulting, Inc.'s sponsor-wide assets grew 35.2%, from $3M to $4M.
Which Money Purchase plans are similar in size to Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hanbery & Turner PA Money Purchase Pension Plan in MN ($3M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Cotton Norton Stevenson Consulting, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Unit Design Inc Mp in LA (4 participants, $106K 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 860698708.

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.