401(k) · DOL Form 5500 · 2023

Cox, Castle & Nicholson LLP 401(k) Plan

Data updated 2026-08-25

$236M
Total assets Near avg plan size
175
Participants Small participant base
95th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Cox, Castle & Nicholson LLP Retirement Plan · Sponsored by Cox, Castle & Nicholson LLP · California · Professional & Technical Services

$236M in assets, 175 participants

Cox, Castle & Nicholson LLP's Cox, Castle & Nicholson LLP Retirement Plan reported $236M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,607 in Professional & Technical Services (20,321 peers)

Coverage in California

Cox, Castle & Nicholson LLP Retirement Plan covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $236M.

#19,607
in Professional & Technical Services (20,321 peers)
+26.5%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Cox, Castle & Nicholson LLP Retirement Plan's outsized position by total assets

Cox, Castle & Nicholson LLP Retirement Plan vs every filed plan by assets

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

$236,310,014 Top 5% higher than 95% 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

Cox, Castle & Nicholson LLP Retirement 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. Cox, Castle & Nicholson LLP Retirement Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cox, Castle & Nicholson LLP Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Cox, Castle & Nicholson LLP Retirement Plan end-of-year assets rose from $187M in the plan year 2022 filing to $236M in the plan year 2023 filing.
  • Cox, Castle & Nicholson LLP Retirement Plan reported participants rose from 169 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952547124 · Cox, Castle & Nicholson LLP PY 2023 · 401(k)

Cox, Castle & Nicholson LLP Retirement Plan · $236M · 175 · 95th

  • SCH $236M
  • SCH 175
  • SCH 95th
  • SCH 401(k)
  • SCH near Trident Seafoods Corporation 401(k) Retirement Plan
  • SCH ind #19607

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 Professional & Technical Services retirement plans → · Plans in California →

Cox, Castle & Nicholson LLP Retirement Plan in the asset neighbourhood

The 401(k) Plan - Americo, Crl & IpfsThe 401(k) Plan - Americo, C…$236MNetsmart Technologies, Inc. 401(k) PlanNetsmart Technologies, Inc. …$236MTrident Seafoods Corporation 401(k) Retirement PlanTrident Seafoods Corporation…$236MCox, Castle & Nicholson LLP Retirement PlanCox, Castle & Nicholson LLP …$236MVns Health Retirement Savings PlanVns Health Retirement Saving…$236M
End-of-year total assets ($M) among Cox, Castle & Nicholson LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$236M
Net Income$49M
Employer EIN952547124
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox, Castle & Nicholson LLP)

Sponsor-wide plan assets over time

All Cox, Castle & Nicholson LLP plans reported in each filing year

Latest sponsor-wide plan assets
$270M 44.54186947988694% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $187M $270M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 169 $187M
2023 1 175 $236M
2024 1 177 $270M

Nearby 401(k) Plans in California

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

Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cox, Castle & Nicholson LLP Retirement Plan, Total assets ($B): 0.236310014 · Participants: 175Cox, Castle & Nicholson LLP Retirement 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
Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cox, Castle & Nicholson LLP Retirement Plan side-by-side with 3 peers →

Cox, Castle & Nicholson LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Trident Seafoods Corporation 401(k) Retirement Plan in WA ($236M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($236M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Cox, Castle & Nicholson LLP Retirement Plan assets move in 2023? ▼
Cox, Castle & Nicholson LLP Retirement Plan grew sharply - up 26.5% during 2023, from $187M to $236M. Reported net income was $49M.
How have Cox, Castle & Nicholson LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cox, Castle & Nicholson LLP's sponsor-wide assets grew 44.5%, from $187M to $270M.
Where does Cox, Castle & Nicholson LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Cox, Castle & Nicholson LLP Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cox, Castle & Nicholson LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trident Seafoods Corporation 401(k) Retirement Plan in WA ($236M, 4,098 participants).
Which 401(k) plans cover a similar participant headcount to Cox, Castle & Nicholson LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 952547124.

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.