401(k) · DOL Form 5500 · 2023

Cognoa, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
32
Participants Small participant base
38th
Percentile by assets National rank
$107,265
Avg per participant Below avg balance/head
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Official DOL plan name: Cognoa Retirement Savings Plan · Sponsored by Cognoa, Inc. · California · Professional & Technical Services

$3M in assets, 32 participants

Cognoa, Inc.'s Cognoa Retirement Savings Plan reported $3M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,066 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Cognoa Retirement Savings Plan holds $3M for 32 participants - about $107,265 per participant, in the lower half of filed plans by assets.

#7,066
in Professional & Technical Services (20,321 peers)
$289K
reported net income

Cognoa Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cognoa Retirement Savings Plan vs every filed plan by assets

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

$3,432,494 38th percentile higher than 38% 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

Cognoa Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cognoa Retirement Savings Plan is a small filing (32 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 463191410 · Cognoa, Inc. PY 2023 · 401(k)

Cognoa Retirement Savings Plan · $3M · 32 · 38th

  • EOY $3M
  • 5500 32
  • ASSETS 38th
  • PCT 401(k)
  • EIN near Cell Staff LLC 401(k) Profit Sharing Plan & Trust
  • RANK ind #7066

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 →

Cognoa Retirement Savings Plan in the asset neighbourhood

Cognoa Retirement Savings PlanCognoa Retirement Savings Pl…$3MCell Staff LLC 401(k) Profit Sharing Plan & TrustCell Staff LLC 401(k) Profit…$3MInformation Technology Strategies, LLC 401(k) PlanInformation Technology Strat…$3MHorizon Roofing 401(k) Plan$3MAimcon Employees 401(k) Plan$3M
End-of-year total assets ($M) among Cognoa Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$3M
Net Income$289K
Employer EIN463191410
Plan Effective Date2023-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Cognoa, Inc.)

Sponsor-wide plan assets over time

All Cognoa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.3269360412574647% vs 2023
2024 filing year
$3.42M$3.44M$3.46M$3.48M$3.5M 20232024 $3.43M $3.48M ▲ +1.5%
Year Plans Participants Total Assets
2023 1 32 $3M
2024 1 37 $3M

Nearby 401(k) Plans in California

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

Cognoa Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cognoa Retirement Savings Plan, Total assets ($B): 0.003432494 · Participants: 32Cognoa Retirement Savings 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
Cognoa Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cognoa Retirement Savings Plan side-by-side with 3 peers →

Cognoa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cell Staff LLC 401(k) Profit Sharing Plan & Trust in FL ($3M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 have Cognoa, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cognoa, Inc.'s sponsor-wide assets grew 1.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Cognoa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cell Staff LLC 401(k) Profit Sharing Plan & Trust in FL ($3M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Cognoa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 463191410.

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.