401(k)
2023 plan-year 401(k) DOL Form 5500

Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Cogdall Construction Company Inc. Β· Oregon Β· Retail Trade

What the 2023 filing shows

Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust holds $9M for 199 participants - about $46,631 per participant, up 27.9% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
199
covered participants
$46,631
avg assets per participant
+27.9%
assets growth YoY
Total Assets (2023)
$9M
Participants
199
State
Industry
Retail Trade

What the Filing Says About Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust

Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Cogdall Construction Company Inc., headquartered in Oregon. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 199 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 930589156, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $9M at year-end β€” a gain of 27.9%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan Type401(k)
Employer EIN930589156
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cogdall Construction Company Inc.)

Year Plans Participants Total Assets
2022 1 206 $7M
2023 1 199 $9M
2024 1 196 $10M

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Frequently Asked Questions

How much money is in the Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust?
As of the 2023 Form 5500 filing, Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust holds $9M in total assets with 199 participants. It is sponsored by Cogdall Construction Company Inc..
What type of plan is Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust?
Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 930589156.
Who sponsors the Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust?
Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust is sponsored by Cogdall Construction Company Inc., located in Oregon. The sponsor's EIN is 930589156 and the plan operates in the Retail Trade industry.
How did Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust perform in 2023?
Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust grew by 27.9% during 2023, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 930589156 or plan name at efast.dol.gov.
How does Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Cogdall Construction Co Inc 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Oregon on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 930589156.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.