401(k) · DOL Form 5500 · 2023

Cougar, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
9
Participants Small participant base
46th
Percentile by assets National rank
$604,805
Avg per participant High balance/head
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Official DOL plan name: Cougar, Inc. 401(k) Plan · Sponsored by Cougar, Inc. · North Carolina · Wholesale Trade

$5M in assets, 9 participants

Cougar, Inc.'s Cougar, Inc. 401(k) Plan reported $5M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,230 in Wholesale Trade (6,309 peers)

Cougar, Inc. multi-year trail

Cougar, Inc.'s plans moved +51.0% in assets from 2022 to 2024; this filing shows Cougar, Inc. 401(k) Plan at $5M / 9 participants.

#2,230
in Wholesale Trade (6,309 peers)
+28.1%
assets growth YoY

Cougar, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$5,443,247 46th percentile higher than 46% 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

Cougar, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cougar, Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cougar, Inc. 401(k) Plan reported net income rose from -$926K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cougar, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cougar, Inc. 401(k) Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203124689 · Cougar, Inc. PY 2023 · 401(k)

Cougar, Inc. 401(k) Plan · $5M · 9 · 46th

  • EBSA $5M
  • EBSA 9
  • EBSA 46th
  • EBSA 401(k)
  • EBSA near Yankee Fiber Control, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #2230

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Cougar, Inc. 401(k) Plan in the asset neighbourhood

Cougar, Inc. 401(k) Plan$5MYankee Fiber Control, Inc. 401(k) Profit Sharing PlanYankee Fiber Control, Inc. 4…$5MChildren's Medical Group Retirement PlanChildren's Medical Group Ret…$5MOpenroad Lending 401(k) Plan$5MA & H Employees Savings and Protection PlanA & H Employees Savings and …$5M
End-of-year total assets ($M) among Cougar, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cougar, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cougar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 51.004019560622474% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.25M $6.42M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 9 $5M
2024 1 9 $6M

Cougar, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN203124689
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Cougar, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Cougar, Inc. 401(k) Plan, Total assets ($B): 0.005443247 · Participants: 9Cougar, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Cougar, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cougar, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Yankee Fiber Control, Inc. 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Cougar, Inc. 401(k) Plan assets move in 2023? ▼
Cougar, Inc. 401(k) Plan grew sharply - up 28.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Cougar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cougar, Inc.'s sponsor-wide assets grew 51.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Cougar, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yankee Fiber Control, Inc. 401(k) Profit Sharing Plan in MA ($5M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Cougar, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 203124689.

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.