401(k) · DOL Form 5500 · 2024
Cobb, Fendley & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 625
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $112,085
- Avg per participant Below avg balance/head
Official DOL plan name: Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cobb, Fendley & Associates, Inc. · Texas · Professional & Technical Services
$70M in assets, 625 participants
Cobb, Fendley & Associates, Inc.'s Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan reported $70M in total assets and 625 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,873 in Professional & Technical Services (20,173 peers)
Where Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan sits by assets
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $70M for 625 participants (~$112,085/participant), up 15.8% in 2024.
- #17,873
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,053,298 Top 12% higher than 88% 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
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing 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. Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (625 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $61M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 612 in the plan year 2023 filing to 625 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 742192879 · Cobb, Fendley & Associates, Inc. PY 2024 · 401(k)
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan · $70M · 625 · 88th
- ASSETS $70M
- ASSETS 625
- ASSETS 88th
- ASSETS 401(k)
- ASSETS near Aerodyne Industries LLC 401 K Profit Sharing Plan
- ASSETS ind #17873
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 Professional & Technical Services retirement plans → · Plans in Texas →
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $10M |
| Employer EIN | 742192879 |
| Plan Effective Date | 1982-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cobb, Fendley & Associates, Inc.)
Sponsor-wide plan assets over time
All Cobb, Fendley & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 41.733258306869025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 983 | $71M |
| 2023 | 2 | 1,180 | $85M |
| 2024 | 2 | 1,204 | $100M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Cobb, Fendley & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Aerodyne Industries LLC 401 K Profit Sharing Plan in FL ($70M); by covered participants it is Summit Packaging Systems 401(k) Plan in NH (625 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (625 participants); asset peers above are excluded.
- Summit Packaging Systems 401(k) Plan (NH) 625 · 0 off
- Dacotah Banks, Inc. 401(k) Savings Plan (SD) 625 · 0 off
- Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust (OR) 625 · 0 off
- Inktel 401(k) Plan (FL) 625 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.