401(k) · DOL Form 5500 · 2024

The Cotswold Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
7
Participants Small participant base
44th
Percentile by assets National rank
$801,206
Avg per participant High balance/head
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Official DOL plan name: The Cotswold Group, Inc. Pension Plan · Sponsored by The Cotswold Group, Inc. · New York · Real Estate

$6M in assets, 7 participants

The Cotswold Group, Inc.'s The Cotswold Group, Inc. Pension Plan reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,931 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, The Cotswold Group, Inc. Pension Plan ranks #2,931 of 4,605 2024 filers by assets (463% of the sector average)-$6M for 7 participants.

#2,931
in Real Estate (4,605 peers)
+16.0%
assets growth YoY

The Cotswold Group, Inc. Pension Plan's mid-pack asset rank among Real Estate and all filers

The Cotswold Group, Inc. Pension Plan vs every filed plan by assets

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

$5,608,444 44th percentile higher than 44% 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

The Cotswold Group, Inc. Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cotswold Group, Inc. Pension Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Cotswold Group, Inc. Pension Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
  • The Cotswold Group, Inc. Pension Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Cotswold Group, Inc. Pension Plan reported net income fell from $863K in the plan year 2023 filing to $772K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133468813 · The Cotswold Group, Inc. PY 2024 · 401(k)

The Cotswold Group, Inc. Pension Plan · $6M · 7 · 44th

  • 5500 $6M
  • 5500 7
  • 5500 44th
  • 5500 401(k)
  • 5500 near Structsure Projects, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2931

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 Real Estate retirement plans → · Plans in New York →

The Cotswold Group, Inc. Pension Plan in the asset neighbourhood

The Cotswold Group, Inc. Pension PlanThe Cotswold Group, Inc. Pen…$6MStructsure Projects, Inc. 401(k) Profit Sharing PlanStructsure Projects, Inc. 40…$6MCustom Assembly, Inc. 401(k) Retirement PlanCustom Assembly, Inc. 401(k)…$6MMichigan Community Services Inc. 401(k) Profit-Sharing PlanMichigan Community Services …$6MJerdon Enterprise, L.P. Retirement PlanJerdon Enterprise, L.P. Reti…$6M
End-of-year total assets ($M) among The Cotswold Group, Inc. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$772K
Employer EIN133468813
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cotswold Group, Inc.)

Sponsor-wide plan assets over time

All The Cotswold Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 41.12488362144888% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.97M $5.61M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 5 $4M
2023 1 6 $5M
2024 1 7 $6M

Nearby 401(k) Plans in New York

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

The Cotswold Group, Inc. Pension Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Cotswold Group, Inc. Pension Plan, Total assets ($B): 0.005608444 · Participants: 7The Cotswold Group, Inc. Pension PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Cotswold Group, Inc. Pension Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Cotswold Group, Inc. Pension Plan side-by-side with 3 peers →

The Cotswold Group, Inc. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Structsure Projects, Inc. 401(k) Profit Sharing Plan in MO ($6M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Cotswold Group, Inc. Pension Plan assets move in 2024? ▼
The Cotswold Group, Inc. Pension Plan grew sharply - up 16.0% during 2024, from $5M to $6M. Reported net income was $772K.
How have The Cotswold Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cotswold Group, Inc.'s sponsor-wide assets grew 41.1%, from $4M to $6M.
Which 401(k) plans are similar in size to The Cotswold Group, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Structsure Projects, Inc. 401(k) Profit Sharing Plan in MO ($6M, 81 participants).
Which 401(k) plans cover a similar participant headcount to The Cotswold Group, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 133468813.

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.