401(k) · DOL Form 5500 · 2023
Cottingham and Butler Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $185M
- Total assets
- 1,191
- Participants
- 94th
- Percentile by assets
- $155,473
- Avg per participant
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.
- 94th percentile by assets (of 127,072 plans)
- #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.
- $185M
- total plan assets (2023 EOY)
- 1,191
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $155,473
- avg assets per participant
Where Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan sits 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
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.
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan vs the 2023 asset distribution
By assets, Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
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.)
| 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.
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
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How have Cottingham and Butler Insurance Services, Inc. plan assets changed over time? ▼
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Next read for Cottingham and Butler Insurance Services…
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Ways to act on Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's numbers.
- By total assets, Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
- Cottingham and Butler Insurance Services, Inc.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Finance & Insurance plans