401(k) · DOL Form 5500 · 2023
Cogentrix Energy Power Management, LLC 401(k) Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 385
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $339,527
- Avg per participant High balance/head
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.
- #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.
- #475
- in Utilities (721 peers)
- +16.4%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Cogentrix Retirement Savings Plan's outsized position 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
Cogentrix Retirement Savings 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. Cogentrix Retirement Savings Plan sits mid-pack in the medium band (385 participants).
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.
Published 5500 schedule card
Filing strip 460647218 · Cogentrix Energy Power Management, LLC PY 2023 · 401(k)
Cogentrix Retirement Savings Plan · $131M · 385 · 93rd
- BOOK $131M
- BOOK 385
- BOOK 93rd
- BOOK 401(k)
- BOOK near G+D 401(k) Plan
- BOOK ind #475
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 Utilities retirement plans → · Plans in North Carolina →
Cogentrix Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Cogentrix Energy Power Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $143M 27.79725290760095% vs 2022
- 2024 filing year
| 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.
- 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
Cogentrix Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is G+D 401(k) Plan in VA ($131M); by covered participants it is Magnifi Financial 401(k) Plan & Trust in MN (385 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (385 participants); asset peers above are excluded.
- Magnifi Financial 401(k) Plan & Trust (MN) 385 · 0 off
- Star Cutter Company & Subsidiaries 401(k) Plan (MI) 385 · 0 off
- Mxr Imaging, Inc. 401(k) Profit Sharing Plan (CA) 385 · 0 off
- Promontory Healthcare Companies, LLC 401(k) Plan (OR) 385 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.