401(k) · DOL Form 5500 · 2023
The Cottage Gardens, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $11,748
- Avg per participant Low balance/head
Official DOL plan name: The Cottage Gardens, Inc. 401(k) Plan · Sponsored by The Cottage Gardens, Inc. · Ohio · Agriculture, Forestry & Fishing
$3M in assets, 264 participants
The Cottage Gardens, Inc.'s The Cottage Gardens, Inc. 401(k) Plan reported $3M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #478 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Ohio
The Cottage Gardens, Inc. 401(k) Plan covers 264 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $3M.
- #478
- in Agriculture, Forestry & Fishing (1,288 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $118K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cottage Gardens, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
The Cottage Gardens, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,101,387 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Cottage Gardens, Inc. 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. The Cottage Gardens, Inc. 401(k) Plan sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Cottage Gardens, Inc. 401(k) Plan reported net income fell from -$80K in the plan year 2022 filing to -$118K in the plan year 2023 filing.
- The Cottage Gardens, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Cottage Gardens, Inc. 401(k) Plan reported participants fell from 267 in the plan year 2022 filing to 264 in the plan year 2023 filing.
DOL schedule card
Filing strip 381618393 · The Cottage Gardens, Inc. PY 2023 · 401(k)
The Cottage Gardens, Inc. 401(k) Plan · $3M · 264 · 36th
- 5500 $3M
- ASSETS 264
- PCT 36th
- EIN 401(k)
- RANK near Sunrise Management Group 401(k) Safe Harbor Plan
- PHOTO ind #478
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Ohio →
The Cottage Gardens, Inc. 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$118K |
| Employer EIN | 381618393 |
| Plan Effective Date | 2004-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cottage Gardens, Inc.)
Sponsor-wide plan assets over time
All The Cottage Gardens, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 3.653203511792389% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $3M |
| 2023 | 1 | 264 | $3M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
The Cottage Gardens, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sunrise Management Group 401(k) Safe Harbor Plan in MS ($3M); by covered participants it is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Sunrise Management Group 401(k) Safe Harbor Plan (MS) $3M · 141
- Autosavvy Retirement 401(k) (UT) $3M · 112
- 97th Floor 401(k) Plan (UT) $3M · 111
- Oak Craft, Inc. Employee Profit Sharing Plan (AZ) $3M · 216
Similar participant headcount
Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.
- Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan (CO) 264 · 0 off
- Mcmichael Mills, Inc. 401(k) Savings Plan (NC) 264 · 0 off
- Commercial Credit Group Inc. 401(k) Plan (NC) 264 · 0 off
- Critical Care Services, Inc. 401(k) Plan (MN) 264 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.