401(k) · DOL Form 5500 · 2024

Co-Operative Insurance Companies 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
96
Participants Small participant base
69th
Percentile by assets National rank
$195,600
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Co-Operative Insurance Companies 401(k) Plan · Sponsored by Co-Operative Insurance Companies · Vermont · Finance & Insurance

$19M in assets, 96 participants

Co-Operative Insurance Companies's Co-Operative Insurance Companies 401(k) Plan reported $19M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,586 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Co-Operative Insurance Companies 401(k) Plan holds $19M for 96 participants - about $195,600 per participant, above the median plan by assets.

#4,586
in Finance & Insurance (8,549 peers)
+4.3%
assets growth YoY

Co-Operative Insurance Companies 401(k) Plan's outsized position by total assets

Co-Operative Insurance Companies 401(k) Plan vs every filed plan by assets

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

$18,777,641 Top 31% higher than 69% 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

Co-Operative Insurance Companies 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Co-Operative Insurance Companies 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 030220844 · Co-Operative Insurance Companies PY 2024 · 401(k)

Co-Operative Insurance Companies 401(k) Plan · $19M · 96 · 69th

  • PART $19M
  • TYPE 96
  • NET 69th
  • BOOK 401(k)
  • VS-ST near Federal Management 401(k) Plan
  • BOY ind #4586

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 Vermont →

Co-Operative Insurance Companies 401(k) Plan in the asset neighbourhood

Co-Operative Insurance Companies 401(k) PlanCo-Operative Insurance Compa…$19MFederal Management 401(k) PlanFederal Management 401(k) Pl…$19MPrecision Capital, Ltd. 401(k) PlanPrecision Capital, Ltd. 401(…$19MRecurly, Inc. 401(k) Plan$19MReynolds Services, Inc. 401(k) Profit Sharing PlanReynolds Services, Inc. 401(…$19M
End-of-year total assets ($M) among Co-Operative Insurance Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$772K
Employer EIN030220844
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Co-Operative Insurance Companies 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Co-Operative Insurance Companies 401(k) Plan, Total assets ($B): 0.018777641 · Participants: 96Co-Operative Insurance Companies 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Co-Operative Insurance Companies 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Co-Operative Insurance Companies 401(k) Plan side-by-side with 3 peers →

Co-Operative Insurance Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Federal Management 401(k) Plan in MA ($19M); by covered participants it is Berberian Entities 401(k) Retirement Plan in CA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); 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 Co-Operative Insurance Companies 401(k) Plan assets move in 2024? ▼
Co-Operative Insurance Companies 401(k) Plan edged up modestly - up 4.3% during 2024, from $18M to $19M. Reported net income was $772K.
Which 401(k) plans are similar in size to Co-Operative Insurance Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Federal Management 401(k) Plan in MA ($19M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Co-Operative Insurance Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berberian Entities 401(k) Retirement Plan in CA (96 participants, $5M 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 030220844.

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.