401(k) · DOL Form 5500 · 2023

T.M. Cobb Company 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
511
Participants Below avg headcount
77th
Percentile by assets National rank
$51,638
Avg per participant Low balance/head
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Official DOL plan name: T.M. Cobb and Haley Brothers 401(k) Plan · Sponsored by T.M. Cobb Company · California · Wholesale Trade

$26M in assets, 511 participants

T.M. Cobb Company's T.M. Cobb and Haley Brothers 401(k) Plan reported $26M in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,798 in Wholesale Trade (6,309 peers)

Where T.M. Cobb and Haley Brothers 401(k) Plan sits by assets

T.M. Cobb and Haley Brothers 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 511 participants (~$51,638/participant), up 10.4% in 2023.

#4,798
in Wholesale Trade (6,309 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

T.M. Cobb and Haley Brothers 401(k) Plan's outsized position by total assets

T.M. Cobb and Haley Brothers 401(k) Plan vs every filed plan by assets

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

$26,387,057 Top 23% higher than 77% 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

T.M. Cobb and Haley Brothers 401(k) Plan 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. T.M. Cobb and Haley Brothers 401(k) Plan sits mid-pack in the medium band (511 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • T.M. Cobb and Haley Brothers 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • T.M. Cobb and Haley Brothers 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • T.M. Cobb and Haley Brothers 401(k) Plan reported participants fell from 525 in the plan year 2022 filing to 511 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951528565 · T.M. Cobb Company PY 2023 · 401(k)

T.M. Cobb and Haley Brothers 401(k) Plan · $26M · 511 · 77th

  • PCT $26M
  • EIN 511
  • RANK 77th
  • PHOTO 401(k)
  • IND near Cfc Retirement Plan
  • EOY ind #4798

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 Wholesale Trade retirement plans → · Plans in California →

T.M. Cobb and Haley Brothers 401(k) Plan in the asset neighbourhood

T.M. Cobb and Haley Brothers 401(k) PlanT.M. Cobb and Haley Brothers…$26MCfc Retirement Plan$26MNpk Retirement & Savings Plan$26MSchool Health Corp. 401(k) PlanSchool Health Corp. 401(k) P…$26MMccaffrey's Markets 401(k) Profit Sharing PlanMccaffrey's Markets 401(k) P…$26M
End-of-year total assets ($M) among T.M. Cobb and Haley Brothers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN951528565
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (T.M. Cobb Company)

Sponsor-wide plan assets over time

All T.M. Cobb Company plans reported in each filing year

Latest sponsor-wide plan assets
$29M 19.777575999435822% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.9M $28.6M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 525 $24M
2023 1 511 $26M
2024 1 472 $29M

Nearby 401(k) Plans in California

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

T.M. Cobb and Haley Brothers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants T.M. Cobb and Haley Brothers 401(k) Plan, Total assets ($B): 0.026387057 · Participants: 511T.M. Cobb and Haley Brothers 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
T.M. Cobb and Haley Brothers 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare T.M. Cobb and Haley Brothers 401(k) Plan side-by-side with 3 peers →

T.M. Cobb and Haley Brothers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cfc Retirement Plan in VT ($26M); by covered participants it is Terminix, Et Al. 401(k) Profit Sharing Plan in NC (511 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (511 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 T.M. Cobb and Haley Brothers 401(k) Plan assets move in 2023? ▼
T.M. Cobb and Haley Brothers 401(k) Plan grew at a solid clip - up 10.4% during 2023, from $24M to $26M. Reported net income was $2M.
How have T.M. Cobb Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), T.M. Cobb Company's sponsor-wide assets grew 19.8%, from $24M to $29M.
Where does T.M. Cobb and Haley Brothers 401(k) Plan rank by assets among Form 5500 filers? ▼
T.M. Cobb and Haley Brothers 401(k) Plan ranks in the 77th 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 T.M. Cobb and Haley Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cfc Retirement Plan in VT ($26M, 481 participants).
Which 401(k) plans cover a similar participant headcount to T.M. Cobb and Haley Brothers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terminix, Et Al. 401(k) Profit Sharing Plan in NC (511 participants, $16M 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 951528565.

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.