401(k) · DOL Form 5500 · 2023

Cozy Lifestyle Company 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$78,033
Avg per participant Below avg balance/head
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Official DOL plan name: Cozy Lifestyle Company 401(k) Plan · Sponsored by Cozy Lifestyle Company · Washington · Retail Trade

$156K in assets, 2 participants

Cozy Lifestyle Company's Cozy Lifestyle Company 401(k) Plan reported $156K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,199 in Retail Trade (8,414 peers)

2023 asset change

Cozy Lifestyle Company 401(k) Plan contracted severely 42.0% in 2023 ($269K → $156K) for 2 participants.

#1,199
in Retail Trade (8,414 peers)
-42.0%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cozy Lifestyle Company 401(k) Plan among the smaller filed plans by assets

Cozy Lifestyle Company 401(k) Plan vs every filed plan by assets

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

$156,065 9th percentile higher than 9% 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

Cozy Lifestyle Company 401(k) 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. Cozy Lifestyle Company 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cozy Lifestyle Company 401(k) Plan reported net income fell from $24K in the plan year 2022 filing to -$113K in the plan year 2023 filing.
  • Cozy Lifestyle Company 401(k) Plan end-of-year assets fell from $269K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • Cozy Lifestyle Company 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 842527238 · Cozy Lifestyle Company PY 2023 · 401(k)

Cozy Lifestyle Company 401(k) Plan · $156K · 2 · 9th

  • RANK $156K
  • RANK 2
  • RANK 9th
  • RANK 401(k)
  • RANK near Carestory Corp. 401(k) Plan
  • RANK ind #1199

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 Washington →

Cozy Lifestyle Company 401(k) Plan in the asset neighbourhood

Cozy Lifestyle Company 401(k) PlanCozy Lifestyle Company 401(k…$156KCarestory Corp. 401(k) Plan$156KDesert Delights, Inc. 401(k) PlanDesert Delights, Inc. 401(k)…$156KTrilly's, Inc. 401(k) Profit Sharing PlanTrilly's, Inc. 401(k) Profit…$156KTrek Holdings Inc. 401(k) PlanTrek Holdings Inc. 401(k) Pl…$156K
End-of-year total assets ($M) among Cozy Lifestyle Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cozy Lifestyle Company years around the 2023 move

Sponsor-wide plan assets over time

All Cozy Lifestyle Company plans reported in each filing year

Latest sponsor-wide plan assets
$252K 6.4751997027679735% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.27M $0.25M ▼ -7.4%
Year Plans Participants Total Assets
2022 1 3 $269K
2023 1 2 $156K
2024 1 3 $252K

2023 asset-move particulars

Total Assets (Beginning of Year)$269K
Net Assets (End of Year)$156K
Net Income-$113K
Employer EIN842527238
Plan Effective Date2019-07-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Cozy Lifestyle Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Cozy Lifestyle Company 401(k) Plan, Total assets ($B): 0.000156065 · Participants: 2Cozy Lifestyle Company 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Cozy Lifestyle Company 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cozy Lifestyle Company 401(k) Plan side-by-side with 3 peers →

Cozy Lifestyle Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Carestory Corp. 401(k) Plan in AZ ($156K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cozy Lifestyle Company 401(k) Plan assets move in 2023? ▼
Cozy Lifestyle Company 401(k) Plan contracted severely - down 42.0% during 2023, from $269K to $156K. Reported net income was -$113K.
How have Cozy Lifestyle Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cozy Lifestyle Company's sponsor-wide assets declined 6.5%, from $269K to $252K.
Where does Cozy Lifestyle Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Cozy Lifestyle Company 401(k) Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cozy Lifestyle Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carestory Corp. 401(k) Plan in AZ ($156K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Cozy Lifestyle Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 842527238.

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.