401(k) · DOL Form 5500 · 2023

Coldstream Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
136
Participants Small participant base
76th
Percentile by assets National rank
$182,117
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coldstream 401(k) Plan · Sponsored by Coldstream Capital Management, Inc. · Washington · Finance & Insurance

$25M in assets, 136 participants

Coldstream Capital Management, Inc.'s Coldstream 401(k) Plan reported $25M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,679 in Finance & Insurance (8,869 peers)

Coverage in Washington

Coldstream 401(k) Plan covers 136 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $25M.

#5,679
in Finance & Insurance (8,869 peers)
+31.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Coldstream 401(k) Plan's outsized position by total assets

Coldstream 401(k) Plan vs every filed plan by assets

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

$24,767,930 Top 24% higher than 76% 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

Coldstream 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. Coldstream 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coldstream 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Coldstream 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Coldstream 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931052371 · Coldstream Capital Management, Inc. PY 2023 · 401(k)

Coldstream 401(k) Plan · $25M · 136 · 76th

  • IND $25M
  • IND 136
  • IND 76th
  • IND 401(k)
  • IND near Tire Discounters Retirement Savings Plan
  • IND ind #5679

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 Washington →

Coldstream 401(k) Plan in the asset neighbourhood

Coldstream 401(k) Plan$25MTire Discounters Retirement Savings PlanTire Discounters Retirement …$25MMetastar, Inc. Profit Sharing Plan and TrustMetastar, Inc. Profit Sharin…$25MAbatix Corp. 401(k) Profit Sharing PlanAbatix Corp. 401(k) Profit S…$25MWestern Trailer Co. 401(k) Profit Sharing PlanWestern Trailer Co. 401(k) P…$25M
End-of-year total assets ($M) among Coldstream 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN931052371
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coldstream Capital Management, Inc.)

Sponsor-wide plan assets over time

All Coldstream Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 72.83235112893553% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.8M $32.6M ▲ +72.9%
Year Plans Participants Total Assets
2022 1 106 $19M
2023 1 136 $25M
2024 1 166 $33M

Nearby 401(k) Plans in Washington

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

Coldstream 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Coldstream 401(k) Plan, Total assets ($B): 0.02476793 · Participants: 136Coldstream 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Coldstream 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Coldstream 401(k) Plan side-by-side with 3 peers →

Coldstream 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Tire Discounters Retirement Savings Plan in OH ($25M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Coldstream 401(k) Plan assets move in 2023? ▼
Coldstream 401(k) Plan surged - up 31.5% during 2023, from $19M to $25M. Reported net income was $6M.
How have Coldstream Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coldstream Capital Management, Inc.'s sponsor-wide assets grew 72.8%, from $19M to $33M.
Where does Coldstream 401(k) Plan rank by assets among Form 5500 filers? ▼
Coldstream 401(k) Plan ranks in the 76th 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 Coldstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tire Discounters Retirement Savings Plan in OH ($25M, 2,191 participants).
Which 401(k) plans cover a similar participant headcount to Coldstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 931052371.

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.