401(k) · DOL Form 5500 · 2023
Cottingham and Butler Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $185M
- Total assets Near avg plan size
- 1,191
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $155,473
- Avg per participant Above avg balance/head
Official DOL plan name: Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan · Sponsored by Cottingham and Butler Insurance Services, Inc. · Iowa · Finance & Insurance
$185M in assets, 1,191 participants
Cottingham and Butler Insurance Services, Inc.'s Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported $185M in total assets and 1,191 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,085 in Finance & Insurance (8,869 peers)
Where Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan sits by assets
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan sits in the top 10% of all filed plans by assets, $185M for 1,191 participants (~$155,473/participant), up 22.3% in 2023.
- #8,085
- in Finance & Insurance (8,869 peers)
- +22.3%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's outsized position by total assets
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$185,168,351 Top 6% higher than 94% 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
Cottingham and Butler Insurance Services, Inc. Profit Sharing & 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. Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan lands in the large band (1,191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan end-of-year assets rose from $151M in the plan year 2022 filing to $185M in the plan year 2023 filing.
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported participants rose from 1,131 in the plan year 2022 filing to 1,191 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420198040 · Cottingham and Butler Insurance Services, Inc. PY 2023 · 401(k)
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan · $185M · 1,191 · 94th
- VS-ST $185M
- VS-ST 1,191
- VS-ST 94th
- VS-ST 401(k)
- VS-ST near Premier Brands Group Holdings LLC Retirement Plan
- VS-ST ind #8085
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 Finance & Insurance retirement plans → · Plans in Iowa →
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $185M |
| Net Income | $34M |
| Employer EIN | 420198040 |
| Plan Effective Date | 1964-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cottingham and Butler Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Cottingham and Butler Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 41.32067494426608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,131 | $151M |
| 2023 | 1 | 1,191 | $185M |
| 2024 | 1 | 1,291 | $214M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Premier Brands Group Holdings LLC Retirement Plan in PA ($185M); by covered participants it is Quality Life Services 401(k) Plan in PA (1,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($185M here).
- Premier Brands Group Holdings LLC Retirement Plan (PA) $185M · 842
- Irobot Fund for the Future 401(k) Plan (MA) $185M · 881
- Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan (MA) $185M · 561
- Prime, Inc. Success Sharing Plan (MO) $185M · 3,120
Similar participant headcount
Nearest other-state filings by covered participants (1,191 participants); asset peers above are excluded.
- Quality Life Services 401(k) Plan (PA) 1,191 · 0 off
- Employee Savings Plan of Koppers Inc and Subsidiaries (PA) 1,191 · 0 off
- Martin's Famous Pastry Shoppe, Inc. 401(k) Profit Sharing Plan (PA) 1,191 · 0 off
- Thrivedx 401(k) Profit Sharing Plan and Trust (FL) 1,191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.