401(k) · DOL Form 5500 · 2024

Cook & Boardman Group, LLC 401(k) Plan

Data updated 2026-08-11

$120M
Total assets
2,109
Participants
92nd
Percentile by assets
$56,948
Avg per participant
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Official DOL plan name: The Cook & Boardman Group, LLC 401(k) Plan · Sponsored by Cook & Boardman Group, LLC · North Carolina · Wholesale Trade

$120M in assets, 2,109 participants

Cook & Boardman Group, LLC's The Cook & Boardman Group, LLC 401(k) Plan reported $120M in total assets and 2,109 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #5,674 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

The Cook & Boardman Group, LLC 401(k) Plan covers 2,109 participants in North Carolina, 2.6x the typical North Carolina plan (state average ~819 per filing). Assets: $120M.

$120M
total plan assets (2024 EOY)
2,109
covered participants
92nd
percentile by assets (of 123,622 plans)
$56,948
avg assets per participant

Where The Cook & Boardman Group, LLC 401(k) Plan sits by total assets

The Cook & Boardman Group, LLC 401(k) Plan vs every filed plan by assets

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

$120,103,129 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Cook & Boardman Group, LLC 401(k) Plan reported net income rose from $19M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • The Cook & Boardman Group, LLC 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $120M in the plan year 2024 filing.
  • The Cook & Boardman Group, LLC 401(k) Plan reported participants rose from 1,940 in the plan year 2023 filing to 2,109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Wholesale Trade

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. The Cook & Boardman Group, LLC 401(k) Plan reports 2,109 participants - 2.6x that state average ($120M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$120M
Net Income$29M
Employer EIN272424824
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cook & Boardman Group, LLC)

$60M$80M$100M$120M$140M 202220232024 $71.9M $120M ▲ +67.0%
Total plan assets by year, all Cook & Boardman Group, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,821 $72M
2023 1 1,940 $91M
2024 1 2,109 $120M

Nearby 401(k) Plans in North Carolina

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

The Cook & Boardman Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Cook & Boardman …, Total assets ($B): 0.120103129 · Participants: 2109The Cook & Boardman …The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
The Cook & Boardman Group, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Cook & Boardman Group, LLC 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Cook & Boardman Group, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Cook & Boardman Group, LLC 401(k) Plan assets move in 2024? ▼
The Cook & Boardman Group, LLC 401(k) Plan surged - up 32.1% during 2024, from $91M to $120M. Reported net income was $29M.
How have Cook & Boardman Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cook & Boardman Group, LLC's sponsor-wide assets grew 67.0%, from $72M to $120M.
Where does The Cook & Boardman Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Cook & Boardman Group, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Cook & Boardman Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lidl US, LLC 401(k) Plan in VA ($120M, 5,022 participants).

Next read for The Cook & Boardman Group, LLC 401(k) Pl…

Filing takeaways

Ways to act on The Cook & Boardman Group, LLC 401(k) Plan's numbers.

  • By total assets, The Cook & Boardman Group, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Cook & Boardman Group, LLC's sponsor-wide assets have grown 67.0% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 272424824.

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.