401(k) · DOL Form 5500 · 2023
Cogentrix Energy Power Management, LLC 401(k) Plan
Data updated 2026-08-11
- $131M
- Total assets
- 385
- Participants
- 93rd
- Percentile by assets
- $339,527
- Avg per participant
Official DOL plan name: Cogentrix Retirement Savings Plan · Sponsored by Cogentrix Energy Power Management, LLC · North Carolina · Utilities
$131M in assets, 385 participants
Cogentrix Energy Power Management, LLC's Cogentrix Retirement Savings Plan reported $131M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #475 in Utilities (721 peers)
Coverage in North Carolina
Cogentrix Retirement Savings Plan covers 385 participants in North Carolina, about 47% of the average North Carolina filer (state average ~819 per filing). Assets: $131M.
- $131M
- total plan assets (2023 EOY)
- 385
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $339,527
- avg assets per participant
Where Cogentrix Retirement Savings Plan sits by total assets
Cogentrix Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,717,979 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cogentrix Retirement Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Cogentrix Retirement Savings Plan end-of-year assets rose from $112M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Cogentrix Retirement Savings Plan reported participants fell from 395 in the plan year 2022 filing to 385 in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Cogentrix Retirement Savings Plan reports 385 participants - about 47% of that state average ($131M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $112M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $18M |
| Employer EIN | 460647218 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cogentrix Energy Power Management, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 395 | $112M |
| 2023 | 1 | 385 | $131M |
| 2024 | 1 | 376 | $143M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cogentrix Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cogentrix Retirement Savings Plan by total assets, not by location.
- G+D 401(k) Plan (VA) $131M · 1,134
- Atlas Steel Products Co. Employee Savings and Profit Sharing Plan (OH) $131M · 211
- Adapthealth 401(k) Profit Sharing Plan and Trust (PA) $131M · 10,667
- Merchant & Gould P.C. 401(k) Retirement Savings and Profit Sharing Plan (MN) $131M · 207
Frequently Asked Questions
How did Cogentrix Retirement Savings Plan assets move in 2023? ▼
How have Cogentrix Energy Power Management, LLC plan assets changed over time? ▼
Where does Cogentrix Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cogentrix Retirement Savings Plan? ▼
Next read for Cogentrix Retirement Savings Plan
Filing takeaways
Ways to act on Cogentrix Retirement Savings Plan's numbers.
- By total assets, Cogentrix Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Cogentrix Energy Power Management, LLC's sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Utilities plans