401(k) · DOL Form 5500 · 2023

Coterie Applications Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
127
Participants Small participant base
45th
Percentile by assets National rank
$41,059
Avg per participant Low balance/head
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Official DOL plan name: Coterie Applications 401(k) Plan · Sponsored by Coterie Applications Inc. · Ohio · Finance & Insurance

$5M in assets, 127 participants

Coterie Applications Inc.'s Coterie Applications 401(k) Plan reported $5M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,844 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Coterie Applications 401(k) Plan covers 127 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $5M.

#2,844
in Finance & Insurance (8,869 peers)
+106.0%
assets growth YoY

Coterie Applications 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Coterie Applications 401(k) Plan vs every filed plan by assets

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

$5,214,521 45th percentile higher than 45% 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

Coterie Applications 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. Coterie Applications 401(k) Plan sits mid-pack in the medium band (127 participants).

EBSA filing schedule strip

Filing strip 833234193 · Coterie Applications Inc. PY 2023 · 401(k)

Coterie Applications 401(k) Plan · $5M · 127 · 45th

  • TYPE $5M
  • NET 127
  • BOOK 45th
  • VS-ST 401(k)
  • BOY near Eos Fitness 401(k) Plan
  • SCH ind #2844

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 Ohio →

Coterie Applications 401(k) Plan in the asset neighbourhood

Coterie Applications 401(k) PlanCoterie Applications 401(k) …$5MEos Fitness 401(k) Plan$5MFrette 401(k) Retirement Plan$5MVision Telecommunications, Inc. 401(k) Profit Sharing Plan and TrustVision Telecommunications, I…$5MClarity Clinic, LLC$5M
End-of-year total assets ($M) among Coterie Applications 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN833234193
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coterie Applications Inc.)

Sponsor-wide plan assets over time

All Coterie Applications Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.76528333091381% vs 2023
2024 filing year
$5M$6M$7M$8M 20232024 $5.21M $7.03M ▲ +34.9%
Year Plans Participants Total Assets
2023 1 127 $5M
2024 1 139 $7M

Nearby 401(k) Plans in Ohio

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

Coterie Applications 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Coterie Applications 401(k) Plan, Total assets ($B): 0.005214521 · Participants: 127Coterie Applications 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Coterie Applications 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Coterie Applications 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Eos Fitness 401(k) Plan in AZ ($5M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Coterie Applications 401(k) Plan assets move in 2023? ▼
Coterie Applications 401(k) Plan surged - up 106.0% during 2023, from $3M to $5M. Reported net income was $3M.
How have Coterie Applications Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Coterie Applications Inc.'s sponsor-wide assets grew 34.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Coterie Applications 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eos Fitness 401(k) Plan in AZ ($5M, 2,111 participants).
Which 401(k) plans cover a similar participant headcount to Coterie Applications 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 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 833234193.

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.