401(k) · DOL Form 5500 · 2024

Coterie Applications Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
139
Participants Small participant base
48th
Percentile by assets National rank
$50,557
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coterie Applications 401(k) Plan · Sponsored by Coterie Applications Inc. · Wisconsin · Finance & Insurance

$7M in assets, 139 participants

Coterie Applications Inc.'s Coterie Applications 401(k) Plan reported $7M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,838 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Coterie Applications 401(k) Plan covers 139 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#2,838
in Finance & Insurance (8,549 peers)
+34.8%
assets growth YoY

Coterie Applications 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Coterie Applications 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,027,364 48th percentile higher than 48% of 123,620 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 2024

Coterie Applications 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coterie Applications 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coterie Applications 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Coterie Applications 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Coterie Applications 401(k) Plan reported participants rose from 127 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 833234193 · Coterie Applications Inc. PY 2024 · 401(k)

Coterie Applications 401(k) Plan · $7M · 139 · 48th

  • PHOTO $7M
  • PHOTO 139
  • PHOTO 48th
  • PHOTO 401(k)
  • PHOTO near Smartbridge LLC Retirement Plan and Trust
  • PHOTO ind #2838

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 Wisconsin →

Coterie Applications 401(k) Plan in the asset neighbourhood

Coterie Applications 401(k) PlanCoterie Applications 401(k) …$7MSmartbridge LLC Retirement Plan and TrustSmartbridge LLC Retirement P…$7MOrchestra Biomed 401(k) Plan$7MBaebies, Inc. 401(k) Plan$7MCfbank Employee's Savings & Profit Sharing PlanCfbank Employee's Savings & …$7M
End-of-year total assets ($M) among Coterie Applications 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN833234193
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coterie Applications Inc.)

Sponsor-wide plan assets over time

All Coterie Applications Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.76528333091381% vs 2023
2024 filing year
$5M$6M$7M$8M 20232024 $5.21M $7.03M ▲ +34.9%
Year Plans Participants Total Assets
2023 1 127 $5M
2024 1 139 $7M

Nearby 401(k) Plans in Wisconsin

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

Coterie Applications 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Coterie Applications 401(k) Plan, Total assets ($B): 0.007027364 · Participants: 139Coterie Applications 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Coterie Applications 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Coterie Applications 401(k) Plan side-by-side with 3 peers →

Coterie Applications 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Smartbridge LLC Retirement Plan and Trust in TX ($7M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Coterie Applications 401(k) Plan assets move in 2024? ▼
Coterie Applications 401(k) Plan surged - up 34.8% during 2024, from $5M to $7M. Reported net income was $2M.
How have Coterie Applications Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Coterie Applications Inc.'s sponsor-wide assets grew 34.8%, from $5M to $7M.
Which 401(k) plans are similar in size to Coterie Applications 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smartbridge LLC Retirement Plan and Trust in TX ($7M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Coterie Applications 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833234193.

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.