401(k) · DOL Form 5500 · 2023

Cogeco US Finance, LLC 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
1,705
Participants Near avg headcount
90th
Percentile by assets National rank
$51,398
Avg per participant Low balance/head
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Official DOL plan name: Breezeline 401(k) Plan · Sponsored by Cogeco US Finance, LLC · Massachusetts · Information & Media

$88M in assets, 1,705 participants

Cogeco US Finance, LLC's Breezeline 401(k) Plan reported $88M in total assets and 1,705 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,431 in Information & Media (2,818 peers)

Coverage in Massachusetts

Breezeline 401(k) Plan covers 1,705 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $88M.

#2,431
in Information & Media (2,818 peers)
+19.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Breezeline 401(k) Plan's outsized position by total assets

Breezeline 401(k) Plan vs every filed plan by assets

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

$87,632,833 Top 10% higher than 90% 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

Breezeline 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. Breezeline 401(k) Plan lands in the large band (1,705 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Breezeline 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Breezeline 401(k) Plan end-of-year assets rose from $73M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Breezeline 401(k) Plan reported participants rose from 1,436 in the plan year 2022 filing to 1,705 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200226936 · Cogeco US Finance, LLC PY 2023 · 401(k)

Breezeline 401(k) Plan · $88M · 1,705 · 90th

  • VS-ST $88M
  • BOY 1,705
  • SCH 90th
  • EBSA 401(k)
  • PART near Recology 401(k) Plan
  • TYPE ind #2431

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 Information & Media retirement plans → · Plans in Massachusetts →

Breezeline 401(k) Plan in the asset neighbourhood

Slocum-Dickson Medical Group, PLLC Retirement PlanSlocum-Dickson Medical Group…$88MWheel Pros, LLC 401(k) Retirement PlanWheel Pros, LLC 401(k) Retir…$88MBreezeline 401(k) Plan$88MRecology 401(k) Plan$88MSutherland Global Services, Inc. 401(k) PlanSutherland Global Services, …$88M
End-of-year total assets ($M) among Breezeline 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$88M
Net Income$14M
Employer EIN200226936
Plan Effective Date2004-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cogeco US Finance, LLC)

Sponsor-wide plan assets over time

All Cogeco US Finance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$94M 27.91443523038864% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.5M $94M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 1,436 $73M
2023 1 1,705 $88M
2024 1 1,593 $94M

Nearby 401(k) Plans in Massachusetts

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

Breezeline 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Breezeline 401(k) Plan, Total assets ($B): 0.087632833 · Participants: 1705Breezeline 401(k) 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
Breezeline 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Breezeline 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Recology 401(k) Plan in CA ($88M); by covered participants it is Guidehouse Digital LLC 401(k) Savings Plan in VA (1,705 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,705 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 Breezeline 401(k) Plan assets move in 2023? ▼
Breezeline 401(k) Plan grew sharply - up 19.3% during 2023, from $73M to $88M. Reported net income was $14M.
How have Cogeco US Finance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cogeco US Finance, LLC's sponsor-wide assets grew 27.9%, from $73M to $94M.
Where does Breezeline 401(k) Plan rank by assets among Form 5500 filers? ▼
Breezeline 401(k) Plan ranks in the 90th 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 Breezeline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Recology 401(k) Plan in CA ($88M, 907 participants).
Which 401(k) plans cover a similar participant headcount to Breezeline 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guidehouse Digital LLC 401(k) Savings Plan in VA (1,705 participants, $171M 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 200226936.

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.