401(k) · DOL Form 5500 · 2022
Cota & Cota, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $69,506
- Avg per participant Below avg balance/head
Official DOL plan name: Cota & Cota, Inc. Profit Sharing Plan · Sponsored by Cota & Cota, Inc. · Vermont · Retail Trade
$8M in assets, 109 participants
Cota & Cota, Inc.'s Cota & Cota, Inc. Profit Sharing Plan reported $8M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #6,619 in Retail Trade (9,519 peers)
Coverage in Vermont
Cota & Cota, Inc. Profit Sharing Plan covers 109 participants in Vermont, about 45% of the average Vermont filer (state average ~245 per filing). Assets: $8M.
- #6,619
- in Retail Trade (9,519 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cota & Cota, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Cota & Cota, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,576,169 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cota & Cota, Inc. Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cota & Cota, Inc. Profit Sharing Plan sits mid-pack in the medium band (109 participants).
Published 5500 schedule card
Filing strip 030222454 · Cota & Cota, Inc. PY 2022 · 401(k)
Cota & Cota, Inc. Profit Sharing Plan · $8M · 109 · 59th
- 5500 $8M
- 5500 109
- 5500 59th
- 5500 401(k)
- 5500 near Habilitation Assistance Corporation 401(k) Plan
- 5500 ind #6619
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 Vermont →
Cota & Cota, Inc. Profit Sharing Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$737K |
| Employer EIN | 030222454 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cota & Cota, Inc.)
Sponsor-wide plan assets over time
All Cota & Cota, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 19.754654364230788% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $8M |
| 2023 | 1 | 113 | $8M |
| 2024 | 1 | 113 | $9M |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $1.6B · 8,856
- National Life Group 401(k) Plan $260M · 1,153
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $196M · 512
- Husky Retirement Savings $131M · 515
- Incentive Retirement Plan for Employees of PC Construction Company $114M · 380
Cota & Cota, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Habilitation Assistance Corporation 401(k) Plan in MA ($8M); by covered participants it is Dyehard Fan Supply 401(k) Profit Sharing Plan in NC (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Habilitation Assistance Corporation 401(k) Plan (MA) $8M · 127
- Port Royal Club, Inc. 401(k) Plan (FL) $8M · 103
- Peregrine Sports, LLC 401(k) Plan (OR) $8M · 142
- Ebw Electronics, Inc. 401(k) Plan (MI) $8M · 152
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Dyehard Fan Supply 401(k) Profit Sharing Plan (NC) 109 · 0 off
- Careage of Logansport, Inc. 401(k) Plan (IN) 109 · 0 off
- Coastal Industries 401(k) Profit Sharing Plan (FL) 109 · 0 off
- Mob Scene 401(k) Plan (CA) 109 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.