401(k) · DOL Form 5500 · 2023

Rene L. Cote Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
14
Participants Small participant base
63rd
Percentile by assets National rank
$887,333
Avg per participant High balance/head
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Official DOL plan name: Rene L. Cote Sons Inc. Retirement Plan · Sponsored by Rene L. Cote Sons, Inc. · Massachusetts · Construction

$12M in assets, 14 participants

Rene L. Cote Sons, Inc.'s Rene L. Cote Sons Inc. Retirement Plan reported $12M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,569 in Construction (9,030 peers)

Rene L. Cote Sons, Inc. multi-year trail

Rene L. Cote Sons, Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Rene L. Cote Sons Inc. Retirement Plan at $12M / 14 participants.

#5,569
in Construction (9,030 peers)
+11.1%
assets growth YoY

Rene L. Cote Sons Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

Rene L. Cote Sons Inc. Retirement Plan vs every filed plan by assets

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

$12,422,664 Top 37% higher than 63% 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

Rene L. Cote Sons Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rene L. Cote Sons Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rene L. Cote Sons Inc. Retirement Plan reported net income rose from -$859K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rene L. Cote Sons Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Rene L. Cote Sons Inc. Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042521327 · Rene L. Cote Sons, Inc. PY 2023 · 401(k)

Rene L. Cote Sons Inc. Retirement Plan · $12M · 14 · 63rd

  • RANK $12M
  • PHOTO 14
  • IND 63rd
  • EOY 401(k)
  • 5500 near Tropical Nut and Fruit Company 401(k) Profit Sharing Plan
  • ASSETS ind #5569

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 Massachusetts →

Rene L. Cote Sons Inc. Retirement Plan in the asset neighbourhood

Rene L. Cote Sons Inc. Retirement PlanRene L. Cote Sons Inc. Retir…$12MTropical Nut and Fruit Company 401(k) Profit Sharing PlanTropical Nut and Fruit Compa…$12MTop Rx, LLC Savings and Retirement PlanTop Rx, LLC Savings and Reti…$12MInvestment Corporation of Palm Beach 401(k) PlanInvestment Corporation of Pa…$12MPbd, Inc. 401(k) Profit Sharing PlanPbd, Inc. 401(k) Profit Shar…$12M
End-of-year total assets ($M) among Rene L. Cote Sons Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rene L. Cote Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rene L. Cote Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 16.370291890936848% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $13M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 13 $11M
2023 1 14 $12M
2024 1 12 $13M

Rene L. Cote Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN042521327
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Rene L. Cote Sons Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rene L. Cote Sons Inc. Retirement Plan, Total assets ($B): 0.012422664 · Participants: 14Rene L. Cote Sons Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Rene L. Cote Sons Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rene L. Cote Sons Inc. Retirement Plan side-by-side with 3 peers →

Rene L. Cote Sons Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Tropical Nut and Fruit Company 401(k) Profit Sharing Plan in NC ($12M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Rene L. Cote Sons Inc. Retirement Plan assets move in 2023? ▼
Rene L. Cote Sons Inc. Retirement Plan grew at a solid clip - up 11.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have Rene L. Cote Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rene L. Cote Sons, Inc.'s sponsor-wide assets grew 16.4%, from $11M to $13M.
Which 401(k) plans are similar in size to Rene L. Cote Sons Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tropical Nut and Fruit Company 401(k) Profit Sharing Plan in NC ($12M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Rene L. Cote Sons Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 042521327.

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.