401(k) · DOL Form 5500 · 2023

Cottage Health 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
2,275
Participants Above avg headcount
86th
Percentile by assets National rank
$22,838
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cottage Health 403(b) Retirement Savings Plan · Sponsored by Cottage Health · California · Healthcare & Social Assistance

$52M in assets, 2,275 participants

Cottage Health's Cottage Health 403(b) Retirement Savings Plan reported $52M in total assets and 2,275 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,577 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Cottage Health 403(b) Retirement Savings Plan covers 2,275 participants in California, 3.6x the typical California plan (state average ~630 per filing). Assets: $52M.

#15,577
in Healthcare & Social Assistance (17,684 peers)
+48.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cottage Health 403(b) Retirement Savings Plan's outsized position by total assets

Cottage Health 403(b) Retirement Savings Plan vs every filed plan by assets

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

$51,956,294 Top 14% higher than 86% 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

Cottage Health 403(b) Retirement Savings 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. Cottage Health 403(b) Retirement Savings Plan lands in the large band (2,275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cottage Health 403(b) Retirement Savings Plan reported net income rose from $3M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Cottage Health 403(b) Retirement Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Cottage Health 403(b) Retirement Savings Plan reported participants fell from 2,573 in the plan year 2022 filing to 2,275 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770431902 · Cottage Health PY 2023 · 401(k)

Cottage Health 403(b) Retirement Savings Plan · $52M · 2,275 · 86th

  • SCH $52M
  • SCH 2,275
  • SCH 86th
  • SCH 401(k)
  • SCH near Bargreen-Ellingson, Inc. 401(k) Plan
  • SCH ind #15577

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Cottage Health 403(b) Retirement Savings Plan in the asset neighbourhood

Cottage Health 403(b) Retirement Savings PlanCottage Health 403(b) Retire…$52MBargreen-Ellingson, Inc. 401(k) PlanBargreen-Ellingson, Inc. 401…$52MDean Mcgee Eye Institute 401(k) Retirement PlanDean Mcgee Eye Institute 401…$52MCardiology Associates of North Mississippi, P.a. 401(k) PlanCardiology Associates of Nor…$52MIronroad, Inc. Retirement Savings PlanIronroad, Inc. Retirement Sa…$52M
End-of-year total assets ($M) among Cottage Health 403(b) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$52M
Net Income$16M
Employer EIN770431902
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottage Health)

Sponsor-wide plan assets over time

All Cottage Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 28.60144178734167% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.82B $1.06B ▲ +29.3%
Year Plans Participants Total Assets
2022 3 7,468 $824M
2023 3 7,812 $957M
2024 3 7,978 $1.1B

Nearby 401(k) Plans in California

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

Cottage Health 403(b) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cottage Health 403(b) Retirement Savings Plan, Total assets ($B): 0.051956294 · Participants: 2275Cottage Health 403(b) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cottage Health 403(b) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cottage Health 403(b) Retirement Savings Plan side-by-side with 3 peers →

Cottage Health 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bargreen-Ellingson, Inc. 401(k) Plan in WA ($52M); by covered participants it is Growmark 401(k) Plan in IL (2,275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,275 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 Cottage Health 403(b) Retirement Savings Plan assets move in 2023? ▼
Cottage Health 403(b) Retirement Savings Plan surged - up 48.5% during 2023, from $35M to $52M. Reported net income was $16M.
How have Cottage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottage Health's sponsor-wide assets grew 28.6%, from $824M to $1.1B.
Where does Cottage Health 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cottage Health 403(b) Retirement Savings Plan ranks in the 86th 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 Cottage Health 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bargreen-Ellingson, Inc. 401(k) Plan in WA ($52M, 586 participants).
Which 401(k) plans cover a similar participant headcount to Cottage Health 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Growmark 401(k) Plan in IL (2,275 participants, $250M 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 770431902.

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.