401(k) · DOL Form 5500 · 2023

Cobb, Fendley & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
612
Participants Below avg headcount
87th
Percentile by assets National rank
$98,886
Avg per participant Below avg balance/head
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Official DOL plan name: Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cobb, Fendley & Associates, Inc. · Texas · Professional & Technical Services

$61M in assets, 612 participants

Cobb, Fendley & Associates, Inc.'s Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan reported $61M in total assets and 612 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,995 in Professional & Technical Services (20,321 peers)

Where Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan sits by assets

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $61M for 612 participants (~$98,886/participant), up 24.2% in 2023.

#17,995
in Professional & Technical Services (20,321 peers)
+24.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,518,019 Top 13% higher than 87% 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

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing 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. Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (612 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $49M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 501 in the plan year 2022 filing to 612 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742192879 · Cobb, Fendley & Associates, Inc. PY 2023 · 401(k)

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan · $61M · 612 · 87th

  • NET $61M
  • BOOK 612
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Missouri Aggregates 401(k) Plan
  • EBSA ind #17995

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 Professional & Technical Services retirement plans → · Plans in Texas →

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing PlanCobb, Fendley & Associates, …$61MMissouri Aggregates 401(k) PlanMissouri Aggregates 401(k) P…$61MThe New York Blower Company Profit Sharing Plan and TrustThe New York Blower Company …$61MKubicki Draper, P.a. 401(k) PlanKubicki Draper, P.a. 401(k) …$60MEscal Institute 401(K )Plan$60M
End-of-year total assets ($M) among Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$61M
Net Income$12M
Employer EIN742192879
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cobb, Fendley & Associates, Inc.)

Sponsor-wide plan assets over time

All Cobb, Fendley & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 41.733258306869025% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $70.8M $100M ▲ +41.7%
Year Plans Participants Total Assets
2022 2 983 $71M
2023 2 1,180 $85M
2024 2 1,204 $100M

Nearby 401(k) Plans in Texas

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

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.060518019 · Participants: 612Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Missouri Aggregates 401(k) Plan in MO ($61M); by covered participants it is Ecco USA, Inc. 401(k) Plan in NH (612 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (612 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 Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.2% during 2023, from $49M to $61M. Reported net income was $12M.
How have Cobb, Fendley & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cobb, Fendley & Associates, Inc.'s sponsor-wide assets grew 41.7%, from $71M to $100M.
Where does Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Missouri Aggregates 401(k) Plan in MO ($61M, 1,812 participants).
Which 401(k) plans cover a similar participant headcount to Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecco USA, Inc. 401(k) Plan in NH (612 participants, $29M 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 742192879.

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.