Profit Sharing · DOL Form 5500 · 2023

Cognia, Inc. Profit Sharing Plan

Data updated 2026-08-11

$85M
Total assets
505
Participants
90th
Percentile by assets
$168,172
Avg per participant
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Official DOL plan name: Cognia ERISA 403(b) Plan · Sponsored by Cognia, Inc. · Georgia · Educational Services

$85M in assets, 505 participants

Cognia, Inc.'s Cognia ERISA 403(b) Plan reported $85M in total assets and 505 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #3,086 in Educational Services (3,735 peers)

Coverage in Georgia

Cognia ERISA 403(b) Plan covers 505 participants in Georgia, about 46% of the average Georgia filer (state average ~1,096 per filing). Assets: $85M.

$85M
total plan assets (2023 EOY)
505
covered participants
90th
percentile by assets (of 127,072 plans)
$168,172
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cognia ERISA 403(b) Plan reported net income fell from $10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cognia ERISA 403(b) Plan reported participants rose from 472 in the plan year 2022 filing to 505 in the plan year 2023 filing.
  • Cognia ERISA 403(b) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Cognia ERISA 403(b) Plan reports 505 participants - about 46% of that state average ($85M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$85M
Net Income$5M
Employer EIN208613765
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cognia, Inc.)

$70M$80M$90M$100M$110M 202220232024 $79.9M $102M ▲ +27.1%
Total plan assets by year, all Cognia, Inc. plans on file
Year Plans Participants Total Assets
2022 1 472 $80M
2023 1 505 $85M
2024 1 428 $102M

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cognia ERISA 403(b) Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Cognia ERISA 403(b) Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Cognia ERISA 403(b) …Emory University Ret…Emory Healthcare, In…The Emory Clinic, In…Childrens Healthcare…Southeast Georgia He…
Cognia ERISA 403(b) Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Cognia ERISA 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Cognia ERISA 403(b) Plan assets move in 2023?
Cognia ERISA 403(b) Plan grew at a solid clip - up 6.3% during 2023, from $80M to $85M. Reported net income was $5M.
How have Cognia, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cognia, Inc.'s sponsor-wide assets grew 27.1%, from $80M to $102M.
Where does Cognia ERISA 403(b) Plan rank by assets among Form 5500 filers?
Cognia ERISA 403(b) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Cognia ERISA 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Pipe Trades Pension of Montana in WA ($85M, 1,088 participants).

Filing takeaways

Ways to act on Cognia ERISA 403(b) Plan's numbers.