401(k) · DOL Form 5500 · 2024

Cogentrix Energy Power Management, LLC 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
376
Participants Below avg headcount
93rd
Percentile by assets National rank
$381,553
Avg per participant High balance/head
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Official DOL plan name: Cogentrix Retirement Savings Plan · Sponsored by Cogentrix Energy Power Management, LLC · North Carolina · Utilities

$143M in assets, 376 participants

Cogentrix Energy Power Management, LLC's Cogentrix Retirement Savings Plan reported $143M in total assets and 376 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #481 in Utilities (732 peers)

Coverage in North Carolina

Cogentrix Retirement Savings Plan covers 376 participants in North Carolina, about 46% of the average North Carolina filer (state average ~819 per filing). Assets: $143M.

#481
in Utilities (732 peers)
+9.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Cogentrix Retirement Savings Plan's outsized position by total assets

Cogentrix Retirement Savings Plan vs every filed plan by assets

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

$143,464,083 Top 7% higher than 93% 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

Cogentrix Retirement Savings 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. Cogentrix Retirement Savings Plan sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cogentrix Retirement Savings Plan reported net income fell from $18M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Cogentrix Retirement Savings Plan end-of-year assets rose from $131M in the plan year 2023 filing to $143M in the plan year 2024 filing.
  • Cogentrix Retirement Savings Plan reported participants fell from 385 in the plan year 2023 filing to 376 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 460647218 · Cogentrix Energy Power Management, LLC PY 2024 · 401(k)

Cogentrix Retirement Savings Plan · $143M · 376 · 93rd

  • EOY $143M
  • EOY 376
  • EOY 93rd
  • EOY 401(k)
  • EOY near Bill 401(k) Plan
  • EOY ind #481

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 Utilities retirement plans → · Plans in North Carolina →

Cogentrix Retirement Savings Plan in the asset neighbourhood

Nektar Therapeutics 401(k) PlanNektar Therapeutics 401(k) P…$144MSixth Street Retirement Plan$143MCogentrix Retirement Savings PlanCogentrix Retirement Savings…$143MBill 401(k) Plan$143MCc Industries and Affiliates Retirement Savings Plan for Salaried EmployeesCc Industries and Affiliates…$143M
End-of-year total assets ($M) among Cogentrix Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$143M
Net Income$13M
Employer EIN460647218
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cogentrix Energy Power Management, LLC)

Sponsor-wide plan assets over time

All Cogentrix Energy Power Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$143M 27.79725290760095% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $112M $143M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 395 $112M
2023 1 385 $131M
2024 1 376 $143M

Nearby 401(k) Plans in North Carolina

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

Cogentrix Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Cogentrix Retirement Savings Plan, Total assets ($B): 0.143464083 · Participants: 376Cogentrix Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Cogentrix Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Cogentrix Retirement Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Bill 401(k) Plan in CA ($143M); by covered participants it is Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in MN (376 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (376 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 Cogentrix Retirement Savings Plan assets move in 2024? ▼
Cogentrix Retirement Savings Plan grew at a solid clip - up 9.8% during 2024, from $131M to $143M. Reported net income was $13M.
How have Cogentrix Energy Power Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cogentrix Energy Power Management, LLC's sponsor-wide assets grew 27.8%, from $112M to $143M.
Where does Cogentrix Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cogentrix Retirement Savings Plan ranks in the 93rd 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 Cogentrix Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill 401(k) Plan in CA ($143M, 2,321 participants).
Which 401(k) plans cover a similar participant headcount to Cogentrix Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toltz King Duvall Anderson and Associates Incorpor 401(k) Flexible Savings Plan in MN (376 participants, $72M 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 460647218.

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.