401(k) · DOL Form 5500 · 2024

Coldstream Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
166
Participants Small participant base
78th
Percentile by assets National rank
$196,095
Avg per participant Above avg balance/head
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Official DOL plan name: Coldstream 401(k) Plan · Sponsored by Coldstream Capital Management, Inc. · Washington · Finance & Insurance

$33M in assets, 166 participants

Coldstream Capital Management, Inc.'s Coldstream 401(k) Plan reported $33M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,680 in Finance & Insurance (8,549 peers)

Coverage in Washington

Coldstream 401(k) Plan covers 166 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $33M.

#5,680
in Finance & Insurance (8,549 peers)
+31.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Coldstream 401(k) Plan's outsized position by total assets

Coldstream 401(k) Plan vs every filed plan by assets

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

$32,551,824 Top 22% higher than 78% 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

Coldstream 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coldstream 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coldstream 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Coldstream 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Coldstream 401(k) Plan reported participants rose from 136 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931052371 · Coldstream Capital Management, Inc. PY 2024 · 401(k)

Coldstream 401(k) Plan · $33M · 166 · 78th

  • IND $33M
  • EOY 166
  • 5500 78th
  • ASSETS 401(k)
  • PCT near Soundexchange, Inc. 401(k) Plan
  • EIN ind #5680

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 Washington →

Coldstream 401(k) Plan in the asset neighbourhood

United States Distilled Products Co. Employees' 401(k) PlanUnited States Distilled Prod…$33MColdstream 401(k) Plan$33MSoundexchange, Inc. 401(k) PlanSoundexchange, Inc. 401(k) P…$33MOem Controls, Inc. Profit Sharing PlanOem Controls, Inc. Profit Sh…$33MHygiena LLC Retirement Plan$33M
End-of-year total assets ($M) among Coldstream 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN931052371
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coldstream Capital Management, Inc.)

Sponsor-wide plan assets over time

All Coldstream Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 72.83235112893553% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.8M $32.6M ▲ +72.9%
Year Plans Participants Total Assets
2022 1 106 $19M
2023 1 136 $25M
2024 1 166 $33M

Nearby 401(k) Plans in Washington

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

Coldstream 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Coldstream 401(k) Plan, Total assets ($B): 0.032551824 · Participants: 166Coldstream 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Coldstream 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Coldstream 401(k) Plan side-by-side with 3 peers →

Coldstream 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Soundexchange, Inc. 401(k) Plan in DC ($33M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Coldstream 401(k) Plan assets move in 2024? ▼
Coldstream 401(k) Plan surged - up 31.4% during 2024, from $25M to $33M. Reported net income was $8M.
How have Coldstream Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coldstream Capital Management, Inc.'s sponsor-wide assets grew 72.8%, from $19M to $33M.
Where does Coldstream 401(k) Plan rank by assets among Form 5500 filers? ▼
Coldstream 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coldstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Soundexchange, Inc. 401(k) Plan in DC ($33M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Coldstream 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 931052371.

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.