401(k) · DOL Form 5500 · 2024
Cotton Incorporated 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 134
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $310,323
- Avg per participant High balance/head
Official DOL plan name: Tax Deferred Investment Program for Employees of Cotton Incorporated · Sponsored by Cotton Incorporated · North Carolina · Other Services
$42M in assets, 134 participants
Cotton Incorporated's Tax Deferred Investment Program for Employees of Cotton Incorporated reported $42M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,063 in Other Services (7,719 peers)
Coverage in North Carolina
Tax Deferred Investment Program for Employees of Cotton Incorporated covers 134 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $42M.
- #7,063
- in Other Services (7,719 peers)
- +14.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Tax Deferred Investment Program for Employees of Cotton Incorporated's outsized position by total assets
Tax Deferred Investment Program for Employees of Cotton Incorporated vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,583,336 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Tax Deferred Investment Program for Employees of Cotton Incorporated 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. Tax Deferred Investment Program for Employees of Cotton Incorporated sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tax Deferred Investment Program for Employees of Cotton Incorporated reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Tax Deferred Investment Program for Employees of Cotton Incorporated end-of-year assets rose from $36M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Tax Deferred Investment Program for Employees of Cotton Incorporated reported participants rose from 129 in the plan year 2023 filing to 134 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 620786018 · Cotton Incorporated PY 2024 · 401(k)
Tax Deferred Investment Program for Employees of Cotton Incorporated · $42M · 134 · 82nd
- VS-ST $42M
- BOY 134
- SCH 82nd
- EBSA 401(k)
- PART near Stampin Up 401(k) Profit Sharing Plan
- TYPE ind #7063
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 Other Services retirement plans → · Plans in North Carolina →
Tax Deferred Investment Program for Employees of Cotton Incorporated in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $5M |
| Employer EIN | 620786018 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cotton Incorporated)
Sponsor-wide plan assets over time
All Cotton Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 28.06376671772568% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 242 | $61M |
| 2023 | 2 | 246 | $72M |
| 2024 | 2 | 258 | $78M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Tax Deferred Investment Program for Employees of Cotton Incorporated's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Stampin Up 401(k) Profit Sharing Plan in UT ($42M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Stampin Up 401(k) Profit Sharing Plan (UT) $42M · 435
- Digital Domain, Inc. 401(k) Employee Savings Plan (CA) $42M · 162
- Children's Clinic, P.C. 401(k) Profit Sharing Plan (OR) $42M · 93
- Nagase Retirement Plan (NY) $42M · 250
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.