401(k) · DOL Form 5500 · 2023

Cogir Management USA, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,474
Participants Near avg headcount
46th
Percentile by assets National rank
$3,699
Avg per participant Low balance/head
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Official DOL plan name: Cogir Management USA, Inc. 401(k) Plan · Sponsored by Cogir Management USA, Inc. · California · Healthcare & Social Assistance

$5M in assets, 1,474 participants

Cogir Management USA, Inc.'s Cogir Management USA, Inc. 401(k) Plan reported $5M in total assets and 1,474 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,901 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Cogir Management USA, Inc. 401(k) Plan covers 1,474 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $5M.

#8,901
in Healthcare & Social Assistance (17,684 peers)
+158.8%
assets growth YoY

Cogir Management USA, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cogir Management USA, Inc. 401(k) Plan vs every filed plan by assets

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

$5,451,766 46th percentile higher than 46% 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

Cogir Management USA, Inc. 401(k) 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. Cogir Management USA, Inc. 401(k) Plan lands in the large band (1,474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cogir Management USA, Inc. 401(k) Plan reported net income rose from $702K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cogir Management USA, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cogir Management USA, Inc. 401(k) Plan reported participants rose from 1,283 in the plan year 2022 filing to 1,474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352639482 · Cogir Management USA, Inc. PY 2023 · 401(k)

Cogir Management USA, Inc. 401(k) Plan · $5M · 1,474 · 46th

  • EIN $5M
  • RANK 1,474
  • PHOTO 46th
  • IND 401(k)
  • EOY near Lonestar II Management Company LLC 401(k) Plan
  • 5500 ind #8901

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Cogir Management USA, Inc. 401(k) Plan in the asset neighbourhood

Cogir Management USA, Inc. 401(k) PlanCogir Management USA, Inc. 4…$5MLonestar II Management Company LLC 401(k) PlanLonestar II Management Compa…$5MPowell-Watson Motors 401(k) PlanPowell-Watson Motors 401(k) …$5MNvision, LLC 401(k) Plan$5MSmith Packett Med-Com, LLC 401(k) Retirement PlanSmith Packett Med-Com, LLC 4…$5M
End-of-year total assets ($M) among Cogir Management USA, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN352639482
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cogir Management USA, Inc.)

Sponsor-wide plan assets over time

All Cogir Management USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 657.2756917085176% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $2.11M $16M ▲ +655.9%
Year Plans Participants Total Assets
2022 1 1,283 $2M
2023 1 1,474 $5M
2024 1 3,191 $16M

Nearby 401(k) Plans in California

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

Cogir Management USA, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cogir Management USA, Inc. 401(k) Plan, Total assets ($B): 0.005451766 · Participants: 1474Cogir Management USA, Inc. 401(k) 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
Cogir Management USA, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cogir Management USA, Inc. 401(k) Plan side-by-side with 3 peers →

Cogir Management USA, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lonestar II Management Company LLC 401(k) Plan in NJ ($5M); by covered participants it is Bruker 401(k) Plan in MA (1,474 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,474 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 Cogir Management USA, Inc. 401(k) Plan assets move in 2023? ▼
Cogir Management USA, Inc. 401(k) Plan surged - up 158.8% during 2023, from $2M to $5M. Reported net income was $3M.
How have Cogir Management USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cogir Management USA, Inc.'s sponsor-wide assets grew 657.3%, from $2M to $16M.
Which 401(k) plans are similar in size to Cogir Management USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lonestar II Management Company LLC 401(k) Plan in NJ ($5M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Cogir Management USA, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bruker 401(k) Plan in MA (1,474 participants, $297M 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 352639482.

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.