401(k) · DOL Form 5500 · 2023

Cocoon, Inc. 401(k) Plan

Data updated 2026-08-25

$435K
Total assets Small plan by assets: 7
Participants Small participant base: 17th
Percentile by assets National rank: $62,196
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Cocoon, Inc. 401(k) Plan · Sponsored by Cocoon, Inc. · Texas · Wholesale Trade

$435K in assets, 7 participants

Cocoon, Inc.'s Cocoon, Inc. 401(k) Plan reported $435K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

#517 in Wholesale Trade (6,309 peers)

Cocoon, Inc. multi-year trail

Cocoon, Inc.'s plans moved +2527.8% in assets from 2022 to 2024; this filing shows Cocoon, Inc. 401(k) Plan at $435K / 7 participants.

#517
in Wholesale Trade (6,309 peers): +8062.3%
assets growth YoY

Cocoon, Inc. 401(k) Plan among the smaller filed plans by assets

Cocoon, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$435,375 17th percentile higher than 17% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cocoon, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cocoon, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cocoon, Inc. 401(k) Plan end-of-year assets rose from $5K in the plan year 2022 filing to $435K in the plan year 2023 filing.
Cocoon, Inc. 401(k) Plan reported net income rose from -$38K in the plan year 2022 filing to $430K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364927824 · Cocoon, Inc. PY 2023 · 401(k)

Cocoon, Inc. 401(k) Plan · $435K · 7 · 17th

ASSETS $435K
ASSETS 7
ASSETS 17th
ASSETS 401(k)
ASSETS near Intercoast 401(k) Plan
ASSETS ind #517

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Cocoon, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cocoon, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $140K 2527.7652793400825% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	7	$5K
2023	1	7	$435K
2024	1	7	$140K

Cocoon, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$5K
Net Assets (End of Year)	$435K
Net Income	$430K
Employer EIN	364927824
Plan Effective Date	2019-02-27
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Cocoon, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Cocoon, Inc. 401(k) Plan side-by-side with 3 peers →

Cocoon, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intercoast 401(k) Plan in CA ($435K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($435K here).

Intercoast 401(k) Plan (CA) $435K · 81
Reid & Maniscalco Keogh Plan (CA) $435K · 2
Womack Holdings Inc. 401(k) Plan (MS) $435K · 5
Kw Real Estate Construction & Investment Inc. Profit Sharing Plan (OR) $435K · 1

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

Asana Biosciences, LLC 401(k) Plan (NJ) 7 · 0 off
Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 7 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 7 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cocoon, Inc. 401(k) Plan assets move in 2023? ▼

Cocoon, Inc. 401(k) Plan surged - up 8062.3% during 2023, from $5K to $435K. Reported net income was $430K.

How have Cocoon, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cocoon, Inc.'s sponsor-wide assets grew 2527.8%, from $5K to $140K.

Where does Cocoon, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Cocoon, Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Cocoon, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Intercoast 401(k) Plan in CA ($435K, 81 participants).

Which 401(k) plans cover a similar participant headcount to Cocoon, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364927824.