401(k) · DOL Form 5500 · 2023

David C Cook 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
208
Participants Below avg headcount
68th
Percentile by assets National rank
$74,161
Avg per participant Below avg balance/head
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Official DOL plan name: David C Cook Retirement Plan with 401(k) Savings · Sponsored by David C Cook · Colorado · Retail Trade

$15M in assets, 208 participants

David C Cook's David C Cook Retirement Plan with 401(k) Savings reported $15M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,597 in Retail Trade (8,414 peers)

David C Cook multi-year trail

David C Cook's plans moved +83.7% in assets from 2022 to 2024; this filing shows David C Cook Retirement Plan with 401(k) Savings at $15M / 208 participants.

#6,597
in Retail Trade (8,414 peers)
+14.9%
assets growth YoY

David C Cook Retirement Plan with 401(k) Savings's outsized position by total assets

David C Cook Retirement Plan with 401(k) Savings vs every filed plan by assets

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

$15,425,556 Top 32% higher than 68% 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

David C Cook Retirement Plan with 401(k) Savings 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. David C Cook Retirement Plan with 401(k) Savings sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David C Cook Retirement Plan with 401(k) Savings reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • David C Cook Retirement Plan with 401(k) Savings reported participants rose from 170 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • David C Cook Retirement Plan with 401(k) Savings end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366008100 · David C Cook PY 2023 · 401(k)

David C Cook Retirement Plan with 401(k) Savings · $15M · 208 · 68th

  • PART $15M
  • PART 208
  • PART 68th
  • PART 401(k)
  • PART near Maui Oil Co, Inc 401(k) Profit Sharing Plan
  • PART ind #6597

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 Retail Trade retirement plans → · Plans in Colorado →

David C Cook Retirement Plan with 401(k) Savings in the asset neighbourhood

David C Cook Retirement Plan with 401(k) SavingsDavid C Cook Retirement Plan…$15MMaui Oil Co, Inc 401(k) Profit Sharing PlanMaui Oil Co, Inc 401(k) Prof…$15MTervis Tumbler Company 401(k) PlanTervis Tumbler Company 401(k…$15MNacarato Trucks General Partnership 401(k) PlanNacarato Trucks General Part…$15MAffirma, LLC 401(k) Plan$15M
End-of-year total assets ($M) among David C Cook Retirement Plan with 401(k) Savings and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

David C Cook multi-year asset trail

Sponsor-wide plan assets over time

All David C Cook plans reported in each filing year

Latest sponsor-wide plan assets
$25M 83.66408931059563% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $24.7M ▲ +83.7%
Year Plans Participants Total Assets
2022 1 170 $13M
2023 1 208 $15M
2024 1 213 $25M

David C Cook filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN366008100
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

David C Cook Retirement Plan with 401(k) Savings vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants David C Cook Retirement Plan with 401(k) Savings, Total assets ($B): 0.015425556 · Participants: 208David C Cook Retirement Plan with 401(k) SavingsDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
David C Cook Retirement Plan with 401(k) Savings vs. nearby 401(k) plans in Colorado, assets vs. participants

David C Cook Retirement Plan with 401(k) Savings's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Maui Oil Co, Inc 401(k) Profit Sharing Plan in HI ($15M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 David C Cook Retirement Plan with 401(k) Savings assets move in 2023?
David C Cook Retirement Plan with 401(k) Savings grew at a solid clip - up 14.9% during 2023, from $13M to $15M. Reported net income was $2M.
How have David C Cook plan assets changed over time?
Across 3 plan years on file (2022-2024), David C Cook's sponsor-wide assets grew 83.7%, from $13M to $25M.
Which 401(k) plans are similar in size to David C Cook Retirement Plan with 401(k) Savings?
Among 401(k) plans in other states, the closest by assets is Maui Oil Co, Inc 401(k) Profit Sharing Plan in HI ($15M, 117 participants).
Which 401(k) plans cover a similar participant headcount to David C Cook Retirement Plan with 401(k) Savings?
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants, N/A in assets).