401(k) · DOL Form 5500 · 2023

Cozy Harbor Group, Corp. 401(k) Plan

Data updated 2026-08-25

$430K
Total assets Small plan by assets
1
Participants Small participant base
17th
Percentile by assets National rank
$429,864
Avg per participant High balance/head
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Official DOL plan name: Cozy Harbor Group, Corp. 401(k) Plan · Sponsored by Cozy Harbor Group, Corp. · New York · Manufacturing

$430K in assets, 1 participants

Cozy Harbor Group, Corp.'s Cozy Harbor Group, Corp. 401(k) Plan reported $430K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,261 in Manufacturing (18,722 peers)

What the 2023 filing shows

Cozy Harbor Group, Corp. 401(k) Plan holds $430K for 1 participant - about $429,864 per participant, among the smaller plans by assets on file.

#1,261
in Manufacturing (18,722 peers)
-2.7%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cozy Harbor Group, Corp. 401(k) Plan among the smaller filed plans by assets

Cozy Harbor Group, Corp. 401(k) Plan vs every filed plan by assets

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

$429,864 17th percentile higher than 17% 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

Cozy Harbor Group, Corp. 401(k) 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. Cozy Harbor Group, Corp. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cozy Harbor Group, Corp. 401(k) Plan reported net income rose from -$41K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • Cozy Harbor Group, Corp. 401(k) Plan end-of-year assets fell from $442K in the plan year 2022 filing to $430K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 873381723 · Cozy Harbor Group, Corp. PY 2023 · 401(k)

Cozy Harbor Group, Corp. 401(k) Plan · $430K · 1 · 17th

  • RANK $430K
  • RANK 1
  • RANK 17th
  • RANK 401(k)
  • RANK near Lucrosus Holdings Inc 401(k) Plan
  • RANK ind #1261

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 Manufacturing retirement plans → · Plans in New York →

Cozy Harbor Group, Corp. 401(k) Plan in the asset neighbourhood

Cozy Harbor Group, Corp. 401(k) PlanCozy Harbor Group, Corp. 401…$430KLucrosus Holdings Inc 401(k) PlanLucrosus Holdings Inc 401(k)…$430KAptus Upnorth Corp Investment PlanAptus Upnorth Corp Investmen…$430KStronger International Inc. 401(k) PlanStronger International Inc. …$430KJ Ford Enterprise Retirement PlanJ Ford Enterprise Retirement…$430K
End-of-year total assets ($M) among Cozy Harbor Group, Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$442K
Net Assets (End of Year)$430K
Net Income-$12K
Employer EIN873381723
Plan Effective Date2021-10-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Cozy Harbor Group, Corp.)

Sponsor-wide plan assets over time

All Cozy Harbor Group, Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$472K 6.8247344289600305% vs 2022
2024 filing year
$0.42M$0.44M$0.46M$0.48M 202220232024 $0.44M $0.47M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 N/A $442K
2023 1 1 $430K
2024 1 1 $472K

Nearby 401(k) Plans in New York

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

Cozy Harbor Group, Corp. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cozy Harbor Group, Corp. 401(k) Plan, Total assets ($B): 0.000429864 · Participants: 1Cozy Harbor Group, Corp. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cozy Harbor Group, Corp. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cozy Harbor Group, Corp. 401(k) Plan side-by-side with 3 peers →

Cozy Harbor Group, Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lucrosus Holdings Inc 401(k) Plan in CA ($430K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($430K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Cozy Harbor Group, Corp. 401(k) Plan assets move in 2023? ▼
Cozy Harbor Group, Corp. 401(k) Plan edged down modestly - down 2.7% during 2023, from $442K to $430K. Reported net income was -$12K.
How have Cozy Harbor Group, Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cozy Harbor Group, Corp.'s sponsor-wide assets grew 6.8%, from $442K to $472K.
Where does Cozy Harbor Group, Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cozy Harbor Group, Corp. 401(k) Plan ranks in the 17th 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 401(k) plans are similar in size to Cozy Harbor Group, Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucrosus Holdings Inc 401(k) Plan in CA ($430K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Cozy Harbor Group, Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 873381723.

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.