401(k) · DOL Form 5500 · 2023

Cota & Cota, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
113
Participants Small participant base
54th
Percentile by assets National rank
$71,309
Avg per participant Below avg balance/head
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Official DOL plan name: Cota & Cota, Inc. Profit Sharing Plan · Sponsored by Cota & Cota, Inc. · Vermont · Retail Trade

$8M in assets, 113 participants

Cota & Cota, Inc.'s Cota & Cota, Inc. Profit Sharing Plan reported $8M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,414 in Retail Trade (8,414 peers)

Coverage in Vermont

Cota & Cota, Inc. Profit Sharing Plan covers 113 participants in Vermont, about 46% of the average Vermont filer (state average ~245 per filing). Assets: $8M.

#5,414
in Retail Trade (8,414 peers)
+6.4%
assets growth YoY

Cota & Cota, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Cota & Cota, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,057,939 Top 46% higher than 54% 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

Cota & Cota, Inc. Profit Sharing 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. Cota & Cota, Inc. Profit Sharing Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cota & Cota, Inc. Profit Sharing Plan reported net income rose from -$737K in the plan year 2022 filing to $482K in the plan year 2023 filing.
  • Cota & Cota, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cota & Cota, Inc. Profit Sharing Plan reported participants rose from 109 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030222454 · Cota & Cota, Inc. PY 2023 · 401(k)

Cota & Cota, Inc. Profit Sharing Plan · $8M · 113 · 54th

  • 5500 $8M
  • 5500 113
  • 5500 54th
  • 5500 401(k)
  • 5500 near Senior Living Residences, LLC 401(k) Plan
  • 5500 ind #5414

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 Retail Trade retirement plans → · Plans in Vermont →

Cota & Cota, Inc. Profit Sharing Plan in the asset neighbourhood

Cota & Cota, Inc. Profit Sharing PlanCota & Cota, Inc. Profit Sha…$8MSenior Living Residences, LLC 401(k) PlanSenior Living Residences, LL…$8MTanco Engineering 401(k) Plan & TrustTanco Engineering 401(k) Pla…$8MMonterey Pacific, Inc. Retirement PlanMonterey Pacific, Inc. Retir…$8MDevita & Associates, Inc. Savings and Investment PlanDevita & Associates, Inc. Sa…$8M
End-of-year total assets ($M) among Cota & Cota, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$482K
Employer EIN030222454
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cota & Cota, Inc.)

Sponsor-wide plan assets over time

All Cota & Cota, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 19.754654364230788% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.58M $9.07M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 109 $8M
2023 1 113 $8M
2024 1 113 $9M

Nearby 401(k) Plans in Vermont

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

Cota & Cota, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Cota & Cota, Inc. Profit Sharing Plan, Total assets ($B): 0.008057939 · Participants: 113Cota & Cota, Inc. Profit Sharing PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
Cota & Cota, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Cota & Cota, Inc. Profit Sharing Plan side-by-side with 3 peers →

Cota & Cota, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Senior Living Residences, LLC 401(k) Plan in MA ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Cota & Cota, Inc. Profit Sharing Plan assets move in 2023? ▼
Cota & Cota, Inc. Profit Sharing Plan grew at a solid clip - up 6.4% during 2023, from $8M to $8M. Reported net income was $482K.
How have Cota & Cota, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cota & Cota, Inc.'s sponsor-wide assets grew 19.8%, from $8M to $9M.
Which 401(k) plans are similar in size to Cota & Cota, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Senior Living Residences, LLC 401(k) Plan in MA ($8M, 1,101 participants).
Which 401(k) plans cover a similar participant headcount to Cota & Cota, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 030222454.

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.