Profit Sharing · DOL Form 5500 · 2024

C.a. Cotta Corporation Profit Sharing Plan

Data updated 2026-08-25

$32K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$32,028
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C.a. Cotta Corporation Retirement Plan · Sponsored by C.a. Cotta Corporation · Oregon · Food Services & Accommodation

$32K in assets, 1 participants

C.a. Cotta Corporation's C.a. Cotta Corporation Retirement Plan reported $32K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.

  • #228 in Food Services & Accommodation (3,672 peers)

C.a. Cotta Corporation multi-year trail

C.a. Cotta Corporation's plans moved -20.1% in assets from 2022 to 2024; this filing shows C.a. Cotta Corporation Retirement Plan at $32K / 1 participant.

#228
in Food Services & Accommodation (3,672 peers)
-13.5%
assets change YoY

The plan reported a net loss of $5K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

C.a. Cotta Corporation Retirement Plan among the smaller filed plans by assets

C.a. Cotta Corporation Retirement Plan vs every filed plan by assets

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

$32,028 3rd percentile higher than 3% 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

C.a. Cotta Corporation Retirement 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. C.a. Cotta Corporation Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.a. Cotta Corporation Retirement Plan reported net income fell from -$3K in the plan year 2023 filing to -$5K in the plan year 2024 filing.
  • C.a. Cotta Corporation Retirement Plan end-of-year assets fell from $37K in the plan year 2023 filing to $32K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 821762377 · C.a. Cotta Corporation PY 2024 · Profit Sharing

C.a. Cotta Corporation Retirement Plan · $32K · 1 · 3rd

  • VS-ST $32K
  • BOY 1
  • SCH 3rd
  • EBSA Profit Sharing
  • PART near Denise Orfanos Profit Sharing Plan
  • TYPE ind #228

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 Food Services & Accommodation retirement plans → · Plans in Oregon →

C.a. Cotta Corporation Retirement Plan in the asset neighbourhood

C.a. Cotta Corporation Retirement PlanC.a. Cotta Corporation Retir…$32KDenise Orfanos Profit Sharing PlanDenise Orfanos Profit Sharin…$32KHppsec of Knoxville Inc. Retirement PlanHppsec of Knoxville Inc. Ret…$32KOyt Inc. Retirement Plan$32KTucson Cardiology Ltd Profit Sharing Plan & Trust AgreementTucson Cardiology Ltd Profit…$32K
End-of-year total assets ($M) among C.a. Cotta Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

C.a. Cotta Corporation multi-year asset trail

Sponsor-wide plan assets over time

All C.a. Cotta Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$32K 20.051920820748357% vs 2022
2024 filing year
$0.03M$0.03M$0.04M$0.04M$0.05M 202220232024 $0.04M $0.03M ▼ -25.0%
Year Plans Participants Total Assets
2022 1 1 $40K
2023 1 1 $37K
2024 1 1 $32K

C.a. Cotta Corporation filing trail (2024)

Total Assets (Beginning of Year)$37K
Net Assets (End of Year)$32K
Net Income-$5K
Employer EIN821762377
Plan Effective Date2017-06-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oregon

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

C.a. Cotta Corporation Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants C.a. Cotta Corporation Retirement Plan, Total assets ($M): 0.032028 · Participants: 1C.a. Cotta Corporation Retirement PlanLes Schwab Profit Sharing Retirement Plan, Total assets ($M): 865.392707 · Participants: 5738Les Schwab Profit Sharing Retirement PlanLegacy Health Defined Contribution Retirement Plan, Total assets ($M): 817.192113 · Participants: 12025Legacy Health Defined Contribution Retirement PlanWillamette University Defined Contribution Retirement Plan, Total assets ($M): 211.941238 · Participants: 730Willamette University Defined Contribution Retirement PlanThe Hoffman Employee Retirement Income Plan, Total assets ($M): 190.881902 · Participants: 634The Hoffman Employee Retirement Income PlanTuality Healthcare Performance Retirement Plan - 403(b), Total assets ($M): 120.429421 · Participants: 1263Tuality Healthcare Performance Retirement Plan - 403(b)
C.a. Cotta Corporation Retirement Plan vs. nearby Profit Sharing plans in Oregon, assets vs. participants
Compare C.a. Cotta Corporation Retirement Plan side-by-side with 3 peers →

C.a. Cotta Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oregon, the nearest Profit Sharing by assets is Denise Orfanos Profit Sharing Plan in NJ ($32K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 C.a. Cotta Corporation Retirement Plan assets move in 2024? ▼
C.a. Cotta Corporation Retirement Plan pulled back noticeably - down 13.5% during 2024, from $37K to $32K. Reported net income was -$5K.
How have C.a. Cotta Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.a. Cotta Corporation's sponsor-wide assets declined 20.1%, from $40K to $32K.
Where does C.a. Cotta Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
C.a. Cotta Corporation Retirement Plan ranks in the 3rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to C.a. Cotta Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Denise Orfanos Profit Sharing Plan in NJ ($32K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to C.a. Cotta Corporation Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 821762377.

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.