401(k) · DOL Form 5500 · 2023

Cookman Insurance Group 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
6
Participants Small participant base
45th
Percentile by assets National rank
$878,822
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cookman Insurance Group Retirement Plan · Sponsored by Cookman Insurance Group · West Virginia · Finance & Insurance

$5M in assets, 6 participants

Cookman Insurance Group's Cookman Insurance Group Retirement Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,858 in Finance & Insurance (8,869 peers)

Cookman Insurance Group multi-year trail

Cookman Insurance Group's plans moved +43.9% in assets from 2022 to 2024; this filing shows Cookman Insurance Group Retirement Plan at $5M / 6 participants.

#2,858
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY

Cookman Insurance Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Cookman Insurance Group Retirement Plan vs every filed plan by assets

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

$5,272,934 45th percentile higher than 45% 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

Cookman Insurance Group Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cookman Insurance Group Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cookman Insurance Group Retirement Plan reported net income rose from -$42K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cookman Insurance Group Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cookman Insurance Group Retirement Plan reported participants fell from 8 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 550545072 · Cookman Insurance Group PY 2023 · 401(k)

Cookman Insurance Group Retirement Plan · $5M · 6 · 45th

  • 5500 $5M
  • 5500 6
  • 5500 45th
  • 5500 401(k)
  • 5500 near Special Products & Manufacturing Inc. 401(k) Plan
  • 5500 ind #2858

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 West Virginia →

Cookman Insurance Group Retirement Plan in the asset neighbourhood

Cookman Insurance Group Retirement PlanCookman Insurance Group Reti…$5MSpecial Products & Manufacturing Inc. 401(k) PlanSpecial Products & Manufactu…$5MCds Logistics Retirement Plan$5MLugreg Trucking 401(k) Plan$5MRqa, Inc. Profit Sharing Plan$5M
End-of-year total assets ($M) among Cookman Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cookman Insurance Group multi-year asset trail

Sponsor-wide plan assets over time

All Cookman Insurance Group plans reported in each filing year

Latest sponsor-wide plan assets
$6M 43.897012911225325% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.16M $5.99M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 6 $5M
2024 1 6 $6M

Cookman Insurance Group filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN550545072
Plan Effective Date1977-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in West Virginia

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

Cookman Insurance Group Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Cookman Insurance Group Retirement Plan, Total assets ($B): 0.005272934 · Participants: 6Cookman Insurance Group Retirement PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.063431645 · Participants: 1878Orrick, Herrington & Sutcliffe LLP Retirement PlanCamc Health System Basic Retirement Plan, Total assets ($B): 0.718819432 · Participants: 0Camc Health System Basic Retirement PlanAmerican Public Education Retirement Plan, Total assets ($B): 0.259281173 · Participants: 5728American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255241932 · Participants: 2525West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.227919168 · Participants: 2740United Bankshares, Inc. Savings and Stock Investment Plan
Cookman Insurance Group Retirement Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants

Cookman Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Special Products & Manufacturing Inc. 401(k) Plan in TX ($5M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 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 (6 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 Cookman Insurance Group Retirement Plan assets move in 2023?
Cookman Insurance Group Retirement Plan grew sharply - up 26.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have Cookman Insurance Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Cookman Insurance Group's sponsor-wide assets grew 43.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Cookman Insurance Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Special Products & Manufacturing Inc. 401(k) Plan in TX ($5M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Cookman Insurance Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).