401(k) · DOL Form 5500 · 2023

Cowlitz Indian Tribe 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
288
Participants Below avg headcount
64th
Percentile by assets National rank
$45,590
Avg per participant Low balance/head
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Official DOL plan name: Cowlitz Indian Tribe 401(k) Plan · Sponsored by Cowlitz Indian Tribe · Washington · Healthcare & Social Assistance

$13M in assets, 288 participants

Cowlitz Indian Tribe's Cowlitz Indian Tribe 401(k) Plan reported $13M in total assets and 288 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,324 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Cowlitz Indian Tribe 401(k) Plan covers 288 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.

#12,324
in Healthcare & Social Assistance (17,684 peers)
+32.4%
assets growth YoY

Cowlitz Indian Tribe 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cowlitz Indian Tribe 401(k) Plan vs every filed plan by assets

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

$13,130,019 Top 36% higher than 64% 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

Cowlitz Indian Tribe 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. Cowlitz Indian Tribe 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cowlitz Indian Tribe 401(k) Plan reported net income rose from $103K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cowlitz Indian Tribe 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Cowlitz Indian Tribe 401(k) Plan reported participants rose from 284 in the plan year 2022 filing to 288 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911265477 · Cowlitz Indian Tribe PY 2023 · 401(k)

Cowlitz Indian Tribe 401(k) Plan · $13M · 288 · 64th

  • RANK $13M
  • RANK 288
  • RANK 64th
  • RANK 401(k)
  • RANK near Medium 401(k) Plan
  • RANK ind #12324

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Cowlitz Indian Tribe 401(k) Plan in the asset neighbourhood

Cowlitz Indian Tribe 401(k) PlanCowlitz Indian Tribe 401(k) …$13MMedium 401(k) Plan$13MSpiral Binding, LLC 401(k) Profit Sharing PlanSpiral Binding, LLC 401(k) P…$13MThe Carolinas Center for Medical Excellence 401(k) PlanThe Carolinas Center for Med…$13MUnited Insurance 401(k) Retirement Savings PlanUnited Insurance 401(k) Reti…$13M
End-of-year total assets ($M) among Cowlitz Indian Tribe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN911265477
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cowlitz Indian Tribe)

Sponsor-wide plan assets over time

All Cowlitz Indian Tribe plans reported in each filing year

Latest sponsor-wide plan assets
$16M 60.5707696957711% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.92M $15.9M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 284 $10M
2023 1 288 $13M
2024 1 288 $16M

Nearby 401(k) Plans in Washington

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

Cowlitz Indian Tribe 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Cowlitz Indian Tribe 401(k) Plan, Total assets ($B): 0.013130019 · Participants: 288Cowlitz Indian Tribe 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Cowlitz Indian Tribe 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cowlitz Indian Tribe 401(k) Plan side-by-side with 3 peers →

Cowlitz Indian Tribe 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Medium 401(k) Plan in CA ($13M); by covered participants it is Accord Health Service, Inc. 401(k) Plan in PA (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Cowlitz Indian Tribe 401(k) Plan assets move in 2023? ▼
Cowlitz Indian Tribe 401(k) Plan surged - up 32.4% during 2023, from $10M to $13M. Reported net income was $3M.
How have Cowlitz Indian Tribe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cowlitz Indian Tribe's sponsor-wide assets grew 60.6%, from $10M to $16M.
Which 401(k) plans are similar in size to Cowlitz Indian Tribe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medium 401(k) Plan in CA ($13M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Cowlitz Indian Tribe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accord Health Service, Inc. 401(k) Plan in PA (288 participants, $10M 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 911265477.

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.