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
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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

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

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.

See the national 2022→2023 release diff →

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

The Cottage Gardens, Inc. 401(k) PlanThe Cottage Gardens, Inc. 40…$3MSunrise Management Group 401(k) Safe Harbor PlanSunrise Management Group 401…$3MAutosavvy Retirement 401(k)$3M97th Floor 401(k) Plan$3MOak Craft, Inc. Employee Profit Sharing PlanOak Craft, Inc. Employee Pro…$3M
End-of-year total assets ($M) among The Cottage Gardens, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$118K
Employer EIN381618393
Plan Effective Date2004-10-01
Filing StatusFILING 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
$3.05M$3.1M$3.15M$3.2M$3.25M 20222023 $3.22M $3.1M ▼ -3.7%
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.

The Cottage Gardens, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Cottage Gardens, Inc. 401(k) Plan, Total assets ($B): 0.003101387 · Participants: 264The Cottage Gardens, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Cottage Gardens, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (264 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 The Cottage Gardens, Inc. 401(k) Plan assets move in 2023?
The Cottage Gardens, Inc. 401(k) Plan edged down modestly - down 3.7% during 2023, from $3M to $3M. Reported net income was -$118K.
How have The Cottage Gardens, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), The Cottage Gardens, Inc.'s sponsor-wide assets declined 3.7%, from $3M to $3M.
Which 401(k) plans are similar in size to The Cottage Gardens, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sunrise Management Group 401(k) Safe Harbor Plan in MS ($3M, 141 participants).
Which 401(k) plans cover a similar participant headcount to The Cottage Gardens, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Rocky Mountain Ser/Jobs for Progress Employee Retirement Plan in CO (264 participants, $4M in assets).