401(k) · DOL Form 5500 · 2023

Cook & Boardman Group, LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,940
Participants Near avg headcount
91st
Percentile by assets National rank
$46,876
Avg per participant Low balance/head
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Official DOL plan name: The Cook & Boardman Group, LLC 401(k) Plan · Sponsored by Cook & Boardman Group, LLC · North Carolina · Wholesale Trade

$91M in assets, 1,940 participants

Cook & Boardman Group, LLC's The Cook & Boardman Group, LLC 401(k) Plan reported $91M in total assets and 1,940 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #5,824 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

The Cook & Boardman Group, LLC 401(k) Plan covers 1,940 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $91M.

#5,824
in Wholesale Trade (6,309 peers)
+26.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Cook & Boardman Group, LLC 401(k) Plan's outsized position by total assets

The Cook & Boardman Group, LLC 401(k) Plan vs every filed plan by assets

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

$90,938,585 Top 9% higher than 91% 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

The Cook & Boardman Group, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cook & Boardman Group, LLC 401(k) Plan lands in the large band (1,940 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Cook & Boardman Group, LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Cook & Boardman Group, LLC 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • The Cook & Boardman Group, LLC 401(k) Plan reported participants rose from 1,821 in the plan year 2022 filing to 1,940 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272424824 · Cook & Boardman Group, LLC PY 2023 · 401(k)

The Cook & Boardman Group, LLC 401(k) Plan · $91M · 1,940 · 91st

  • NET $91M
  • BOOK 1,940
  • VS-ST 91st
  • BOY 401(k)
  • SCH near Conner & Winters 401(k) Retirement Plan
  • EBSA ind #5824

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 →

The Cook & Boardman Group, LLC 401(k) Plan in the asset neighbourhood

Pella Regional Health Center 401(k) PlanPella Regional Health Center…$91MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$91MConner & Winters 401(k) Retirement PlanConner & Winters 401(k) Reti…$91MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$91MGs1 US 401(k) Profit Sharing PlanGs1 US 401(k) Profit Sharing…$91M
End-of-year total assets ($M) among The Cook & Boardman Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$91M
Net Income$19M
Employer EIN272424824
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cook & Boardman Group, LLC)

Sponsor-wide plan assets over time

All Cook & Boardman Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$120M 66.96851452066208% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $71.9M $120M ▲ +67.0%
Year Plans Participants Total Assets
2022 1 1,821 $72M
2023 1 1,940 $91M
2024 1 2,109 $120M

Nearby 401(k) Plans in North Carolina

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

The Cook & Boardman Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Cook & Boardman Group, LLC 401(k) Plan, Total assets ($B): 0.090938585 · Participants: 1940The Cook & Boardman Group, LLC 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
The Cook & Boardman Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Cook & Boardman Group, LLC 401(k) Plan side-by-side with 3 peers →

The Cook & Boardman Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Conner & Winters 401(k) Retirement Plan in OK ($91M); by covered participants it is Am/Ns Calvert LLC 401(k) Plan in AL (1,940 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,940 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 The Cook & Boardman Group, LLC 401(k) Plan assets move in 2023? ▼
The Cook & Boardman Group, LLC 401(k) Plan grew sharply - up 26.4% during 2023, from $72M to $91M. Reported net income was $19M.
How have Cook & Boardman Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cook & Boardman Group, LLC's sponsor-wide assets grew 67.0%, from $72M to $120M.
Where does The Cook & Boardman Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Cook & Boardman Group, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Cook & Boardman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conner & Winters 401(k) Retirement Plan in OK ($91M, 84 participants).
Which 401(k) plans cover a similar participant headcount to The Cook & Boardman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Am/Ns Calvert LLC 401(k) Plan in AL (1,940 participants, $235M 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 272424824.

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.