Profit Sharing · DOL Form 5500 · 2022
William J Cosgrove Inc. Profit Sharing Plan
Data updated 2026-08-25
- $239K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $119,648
- Avg per participant Near avg balance/head
Official DOL plan name: William J Cosgrove Inc. Profit Sharing Plan · Sponsored by William J Cosgrove Inc. · Massachusetts · Wholesale Trade
$239K in assets, 2 participants
William J Cosgrove Inc.'s William J Cosgrove Inc. Profit Sharing Plan reported $239K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #378 in Wholesale Trade (6,843 peers)
William J Cosgrove Inc. multi-year trail
William J Cosgrove Inc.'s plans moved +35.1% in assets from 2022 to 2023; this filing shows William J Cosgrove Inc. Profit Sharing Plan at $239K / 2 participants.
- #378
- in Wholesale Trade (6,843 peers)
- +58.6%
- assets growth YoY
William J Cosgrove Inc. Profit Sharing Plan among the smaller filed plans by assets
William J Cosgrove Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$239,295 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
William J Cosgrove Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William J Cosgrove Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 042714952 · William J Cosgrove Inc. PY 2022 · Profit Sharing
William J Cosgrove Inc. Profit Sharing Plan · $239K · 2 · 12th
- 5500 $239K
- 5500 2
- 5500 12th
- 5500 Profit Sharing
- 5500 near Chiropractic & Sports Clinic Profit Sharing Plan
- 5500 ind #378
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 Massachusetts →
William J Cosgrove Inc. Profit Sharing Plan in the asset neighbourhood
William J Cosgrove Inc. multi-year asset trail
Sponsor-wide plan assets over time
All William J Cosgrove Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $323K 35.14532271881986% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $239K |
| 2023 | 1 | 2 | $323K |
William J Cosgrove Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $151K |
|---|---|
| Net Assets (End of Year) | $239K |
| Net Income | $88K |
| Employer EIN | 042714952 |
| Plan Effective Date | 1991-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
William J Cosgrove Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Chiropractic & Sports Clinic Profit Sharing Plan in TX ($239K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($239K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.