401(k) · DOL Form 5500 · 2024
Cottingham and Butler Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 1,291
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $165,708
- Avg per participant Above avg balance/head
Official DOL plan name: Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan · Sponsored by Cottingham and Butler Insurance Services, Inc. · Iowa · Finance & Insurance
$214M in assets, 1,291 participants
Cottingham and Butler Insurance Services, Inc.'s Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported $214M in total assets and 1,291 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,797 in Finance & Insurance (8,549 peers)
Coverage in Iowa
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan covers 1,291 participants in Iowa, 2.1x the typical Iowa plan (state average ~609 per filing). Assets: $214M.
- #7,797
- in Finance & Insurance (8,549 peers)
- +15.5%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's outsized position by total assets
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$213,928,677 Top 5% higher than 95% 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
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan lands in the large band (1,291 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan end-of-year assets rose from $185M in the plan year 2023 filing to $214M in the plan year 2024 filing.
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported net income fell from $34M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan reported participants rose from 1,191 in the plan year 2023 filing to 1,291 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 420198040 · Cottingham and Butler Insurance Services, Inc. PY 2024 · 401(k)
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan · $214M · 1,291 · 95th
- 5500 $214M
- 5500 1,291
- 5500 95th
- 5500 401(k)
- 5500 near U.S. Lumber Group, LLC 401(k) Plan
- 5500 ind #7797
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 Iowa →
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $185M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $29M |
| Employer EIN | 420198040 |
| Plan Effective Date | 1964-11-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cottingham and Butler Insurance Services, Inc.)
Sponsor-wide plan assets over time
All Cottingham and Butler Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $214M 41.32067494426608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,131 | $151M |
| 2023 | 1 | 1,191 | $185M |
| 2024 | 1 | 1,291 | $214M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Cottingham and Butler Insurance Services, Inc. Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is U.S. Lumber Group, LLC 401(k) Plan in GA ($214M); by covered participants it is Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust in FL (1,291 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- U.S. Lumber Group, LLC 401(k) Plan (GA) $214M · 3,951
- Coesia North America 401(k) Retirement Savings Plan (VA) $214M · 936
- International Association of Sheet Metal, Air,Rail and Transportation Workers (Smart) Local Union No. (MO) $214M · 2,926
- Ames Construction, Inc. Retirement Savings Plan (MN) $214M · 1,247
Similar participant headcount
Nearest other-state filings by covered participants (1,291 participants); asset peers above are excluded.
- Knowbe4, Inc. 401(k) Profit Sharing Plan & Trust (FL) 1,291 · 0 off
- Frontier Communications Corporate Services Inc. Savings and Security Plan for Mid-Atlantic Associates (CT) 1,291 · 0 off
- Arctic Wolf Networks, Inc. 401(k) Plan (MN) 1,291 · 0 off
- Superior Industries, Inc. 401(k) Retirement Plan (MN) 1,291 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.