401(k) · DOL Form 5500 · 2023

Co-Opportunity Consumers' Co-Op, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
86
Participants Small participant base
40th
Percentile by assets National rank
$47,007
Avg per participant Low balance/head
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Official DOL plan name: Co-Opportunity 401(k) Profit Sharing Plan · Sponsored by Co-Opportunity Consumers' Co-Op, Inc. · California · Wholesale Trade

$4M in assets, 86 participants

Co-Opportunity Consumers' Co-Op, Inc.'s Co-Opportunity 401(k) Profit Sharing Plan reported $4M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,865 in Wholesale Trade (6,309 peers)

Co-Opportunity Consumers' Co-Op, Inc. multi-year trail

Co-Opportunity Consumers' Co-Op, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Co-Opportunity 401(k) Profit Sharing Plan at $4M / 86 participants.

#1,865
in Wholesale Trade (6,309 peers)
+12.1%
assets growth YoY

Co-Opportunity 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Co-Opportunity 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,042,587 40th percentile higher than 40% 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

Co-Opportunity 401(k) Profit Sharing 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. Co-Opportunity 401(k) Profit Sharing Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Co-Opportunity 401(k) Profit Sharing Plan reported net income rose from $141K in the plan year 2022 filing to $436K in the plan year 2023 filing.
  • Co-Opportunity 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Co-Opportunity 401(k) Profit Sharing Plan reported participants fell from 91 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953065305 · Co-Opportunity Consumers' Co-Op, Inc. PY 2023 · 401(k)

Co-Opportunity 401(k) Profit Sharing Plan · $4M · 86 · 40th

  • BOOK $4M
  • VS-ST 86
  • BOY 40th
  • SCH 401(k)
  • EBSA near Lakota Corp. 401(k) Plan
  • PART ind #1865

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 Wholesale Trade retirement plans → · Plans in California →

Co-Opportunity 401(k) Profit Sharing Plan in the asset neighbourhood

Co-Opportunity 401(k) Profit Sharing PlanCo-Opportunity 401(k) Profit…$4MLakota Corp. 401(k) Plan$4MForester Capital, L.L.C. 401(k) PlanForester Capital, L.L.C. 401…$4MDonlin Gold LLC 401(k) Retirement PlanDonlin Gold LLC 401(k) Retir…$4MOral & Maxillofacial Surgery Associates of Michigan PC Profit Sharing Plan and TrustOral & Maxillofacial Surgery…$4M
End-of-year total assets ($M) among Co-Opportunity 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Co-Opportunity Consumers' Co-Op, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Co-Opportunity Consumers' Co-Op, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.913115817846034% vs 2022
2024 filing year
$3.5M$4M$4.5M 202220232024 $3.61M $4.29M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 91 $4M
2023 1 86 $4M
2024 1 60 $4M

Co-Opportunity Consumers' Co-Op, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$436K
Employer EIN953065305
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Co-Opportunity 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Co-Opportunity 401(k) Profit Sharing Plan, Total assets ($B): 0.004042587 · Participants: 86Co-Opportunity 401(k) Profit Sharing 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
Co-Opportunity 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Co-Opportunity 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lakota Corp. 401(k) Plan in IN ($4M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Co-Opportunity 401(k) Profit Sharing Plan assets move in 2023?
Co-Opportunity 401(k) Profit Sharing Plan grew at a solid clip - up 12.1% during 2023, from $4M to $4M. Reported net income was $436K.
How have Co-Opportunity Consumers' Co-Op, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Co-Opportunity Consumers' Co-Op, Inc.'s sponsor-wide assets grew 18.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Co-Opportunity 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Lakota Corp. 401(k) Plan in IN ($4M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Co-Opportunity 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M in assets).