401(k) · DOL Form 5500 · 2023

Costello, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets: 175
Participants Small participant base: 75th
Percentile by assets National rank: $132,932
Avg per participant Near avg balance/head

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Official DOL plan name: Costello, Inc. 401(k) Plan · Sponsored by Costello, Inc. · Texas · Construction

$23M in assets, 175 participants

Costello, Inc.'s Costello, Inc. 401(k) Plan reported $23M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

#6,672 in Construction (9,030 peers)

Coverage in Texas

Costello, Inc. 401(k) Plan covers 175 participants in Texas, about 25% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#6,672
in Construction (9,030 peers): +9.2%
assets growth YoY: 0.2×
vs typical plan assets (national mean)

Costello, Inc. 401(k) Plan's outsized position by total assets

Costello, Inc. 401(k) Plan vs every filed plan by assets

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

$23,263,088 Top 25% higher than 75% 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

Costello, Inc. 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. Costello, Inc. 401(k) Plan sits mid-pack in the medium band (175 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Costello, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Costello, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Costello, Inc. 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760341570 · Costello, Inc. PY 2023 · 401(k)

Costello, Inc. 401(k) Plan · $23M · 175 · 75th

NET $23M
NET 175
NET 75th
NET 401(k)
NET near Integrated Solutions for Systems Retirement Plan
NET ind #6672

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 Construction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Costello, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$23M
Net Income	$2M
Employer EIN	760341570
Plan Effective Date	1994-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Costello, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	163	$21M
2023	1	175	$23M
2024	1	180	N/A

Nearby 401(k) Plans in Texas

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

Costello, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Costello, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Integrated Solutions for Systems Retirement Plan in AL ($23M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Integrated Solutions for Systems Retirement Plan (AL) $23M · 243
Netspi 401(k) P/S Plan (MN) $23M · 315
Drt Strategies Inc 401(k) Profit Sharing Plan and Trust (VA) $23M · 210
Wetherill Associates, Inc. Retirement and 401(k) Savings Plan (FL) $23M · 311

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

Uniseal 401(k) Plan (IN) 175 · 0 off
Self Enhancement, Inc. 401(k) Plan (OR) 175 · 0 off
Lakeview Clinic Ltd, Retirement Savings Plan (MN) 175 · 0 off
The Powell Group Employees' 401(k) Plan (LA) 175 · 0 off

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 Costello, Inc. 401(k) Plan assets move in 2023? ▼

Costello, Inc. 401(k) Plan grew at a solid clip - up 9.2% during 2023, from $21M to $23M. Reported net income was $2M.

Where does Costello, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Costello, Inc. 401(k) Plan ranks in the 75th 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 Costello, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Integrated Solutions for Systems Retirement Plan in AL ($23M, 243 participants).

Which 401(k) plans cover a similar participant headcount to Costello, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 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 760341570.