401(k) · DOL Form 5500 · 2023

Cobalt Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
258
Participants Below avg headcount
69th
Percentile by assets National rank
$62,668
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cobalt Credit Union 401(k) Plan · Sponsored by Cobalt Credit Union · Nebraska · Finance & Insurance

$16M in assets, 258 participants

Cobalt Credit Union's Cobalt Credit Union 401(k) Plan reported $16M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,807 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

Cobalt Credit Union 401(k) Plan covers 258 participants in Nebraska, about 47% of the average Nebraska filer (state average ~552 per filing). Assets: $16M.

#4,807
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

Cobalt Credit Union 401(k) Plan's outsized position by total assets

Cobalt Credit Union 401(k) Plan vs every filed plan by assets

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

$16,168,389 Top 31% higher than 69% 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

Cobalt Credit Union 401(k) 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. Cobalt Credit Union 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cobalt Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cobalt Credit Union 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Cobalt Credit Union 401(k) Plan reported participants rose from 242 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 047036486 · Cobalt Credit Union PY 2023 · 401(k)

Cobalt Credit Union 401(k) Plan · $16M · 258 · 69th

  • EBSA $16M
  • EBSA 258
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near The Mastercorp, Inc. 401(k) Retirement Savings Plan
  • EBSA ind #4807

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 Nebraska →

Cobalt Credit Union 401(k) Plan in the asset neighbourhood

Cobalt Credit Union 401(k) PlanCobalt Credit Union 401(k) P…$16MThe Mastercorp, Inc. 401(k) Retirement Savings PlanThe Mastercorp, Inc. 401(k) …$16MReconserve 401(k) Plan$16MT.B.H.C., Inc. Employees Retirement Plan & TrustT.B.H.C., Inc. Employees Ret…$16MHcr Home Care Savings and Profit Sharing PlanHcr Home Care Savings and Pr…$16M
End-of-year total assets ($M) among Cobalt Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN047036486
Plan Effective Date2020-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Cobalt Credit Union)

Sponsor-wide plan assets over time

All Cobalt Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.89012369890769% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.2M $19.6M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 242 $14M
2023 1 258 $16M
2024 1 260 $20M

Nearby 401(k) Plans in Nebraska

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

Cobalt Credit Union 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Cobalt Credit Union 401(k) Plan, Total assets ($B): 0.016168389 · Participants: 258Cobalt Credit Union 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Cobalt Credit Union 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Cobalt Credit Union 401(k) Plan side-by-side with 3 peers →

Cobalt Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is The Mastercorp, Inc. 401(k) Retirement Savings Plan in FL ($16M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Cobalt Credit Union 401(k) Plan assets move in 2023? ▼
Cobalt Credit Union 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Cobalt Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cobalt Credit Union's sponsor-wide assets grew 37.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Cobalt Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mastercorp, Inc. 401(k) Retirement Savings Plan in FL ($16M, 3,097 participants).
Which 401(k) plans cover a similar participant headcount to Cobalt Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 047036486.

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.