401(k) · DOL Form 5500 · 2024

Cogentrix Energy Power Management, LLC 401(k) Plan

Data updated 2026-08-11

$143M
Total assets
376
Participants
93rd
Percentile by assets
$381,553
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$143M
total plan assets (2024 EOY)
376
covered participants
93rd
percentile by assets (of 123,622 plans)
$381,553
avg assets per participant

Where Cogentrix Retirement Savings Plan sits 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 $2,010,000,000 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

  • 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 →

State
North Carolina
Industry
Utilities

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Cogentrix Retirement Savings Plan reports 376 participants - about 46% of that state average ($143M EOY assets).

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)

$100M$110M$120M$130M$140M$150M 202220232024 $112M $143M ▲ +27.8%
Total plan assets by year, all Cogentrix Energy Power Management, LLC plans on file
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 ($B) Participants Cogentrix Retirement…, Total assets ($B): 0.143464083 · Participants: 376Cogentrix Retirement…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…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cogentrix Retirement Savings Plan by total assets, not by location.

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).

Next read for Cogentrix Retirement Savings Plan

Filing takeaways

Ways to act on Cogentrix Retirement Savings Plan's numbers.

  • By total assets, Cogentrix Retirement Savings 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
  • Cogentrix Energy Power Management, LLC's sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Utilities 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 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.