401(k) · DOL Form 5500 · 2023

Cos Bar USA, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
99
Participants Small participant base
33rd
Percentile by assets National rank
$24,713
Avg per participant Low balance/head
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Official DOL plan name: Cos Bar USA, Inc. 401(k) Plan · Sponsored by Cos Bar USA, Inc. · North Carolina · Retail Trade

$2M in assets, 99 participants

Cos Bar USA, Inc.'s Cos Bar USA, Inc. 401(k) Plan reported $2M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,755 in Retail Trade (8,414 peers)

Cos Bar USA, Inc. multi-year trail

Cos Bar USA, Inc.'s plans moved +69.5% in assets from 2022 to 2024; this filing shows Cos Bar USA, Inc. 401(k) Plan at $2M / 99 participants.

#3,755
in Retail Trade (8,414 peers)
+34.6%
assets growth YoY

Cos Bar USA, Inc. 401(k) Plan among the smaller filed plans by assets

Cos Bar USA, Inc. 401(k) Plan vs every filed plan by assets

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

$2,446,577 33rd percentile higher than 33% 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

Cos Bar USA, Inc. 401(k) 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. Cos Bar USA, Inc. 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cos Bar USA, Inc. 401(k) Plan reported net income rose from -$31K in the plan year 2022 filing to $629K in the plan year 2023 filing.
  • Cos Bar USA, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cos Bar USA, Inc. 401(k) Plan reported participants fell from 104 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841612343 · Cos Bar USA, Inc. PY 2023 · 401(k)

Cos Bar USA, Inc. 401(k) Plan · $2M · 99 · 33rd

  • VS-ST $2M
  • VS-ST 99
  • VS-ST 33rd
  • VS-ST 401(k)
  • VS-ST near Cascade Commodity Consulting, LLC 401(k) Profit Sharing Plan
  • VS-ST ind #3755

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 Retail Trade retirement plans → · Plans in North Carolina →

Cos Bar USA, Inc. 401(k) Plan in the asset neighbourhood

Cos Bar USA, Inc. 401(k) Plan$2MCascade Commodity Consulting, LLC 401(k) Profit Sharing PlanCascade Commodity Consulting…$2MZume, Inc. 401(k) Plan$2MPaul E. Marcuz, D.D.S., P.C. Profit Sharing PlanPaul E. Marcuz, D.D.S., P.C.…$2MHarrison Enterprises 401(k) PlanHarrison Enterprises 401(k) …$2M
End-of-year total assets ($M) among Cos Bar USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cos Bar USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cos Bar USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 69.5018249400031% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.82M $3.08M ▲ +69.2%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 99 $2M
2024 1 109 $3M

Cos Bar USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$629K
Employer EIN841612343
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Cos Bar USA, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Cos Bar USA, Inc. 401(k) Plan, Total assets ($B): 0.002446577 · Participants: 99Cos Bar USA, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Cos Bar USA, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cos Bar USA, Inc. 401(k) Plan side-by-side with 3 peers →

Cos Bar USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cascade Commodity Consulting, LLC 401(k) Profit Sharing Plan in OR ($2M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Cos Bar USA, Inc. 401(k) Plan assets move in 2023? ▼
Cos Bar USA, Inc. 401(k) Plan surged - up 34.6% during 2023, from $2M to $2M. Reported net income was $629K.
How have Cos Bar USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cos Bar USA, Inc.'s sponsor-wide assets grew 69.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Cos Bar USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cascade Commodity Consulting, LLC 401(k) Profit Sharing Plan in OR ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Cos Bar USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants, N/A 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 841612343.

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.