401(k) · DOL Form 5500 · 2024

Cottonwood Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
232
Participants Below avg headcount
59th
Percentile by assets National rank
$51,005
Avg per participant Low balance/head
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Official DOL plan name: Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan · Sponsored by Cottonwood Capital Management, Inc. · Utah · Finance & Insurance

$12M in assets, 232 participants

Cottonwood Capital Management, Inc.'s Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan reported $12M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,705 in Finance & Insurance (8,549 peers)

Coverage in Utah

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan covers 232 participants in Utah, about 39% of the average Utah filer (state average ~592 per filing). Assets: $12M.

#3,705
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan vs every filed plan by assets

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

$11,833,092 Top 41% higher than 59% 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

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement 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. Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan reported participants rose from 187 in the plan year 2023 filing to 232 in the plan year 2024 filing.
  • Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 262255801 · Cottonwood Capital Management, Inc. PY 2024 · 401(k)

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan · $12M · 232 · 59th

  • BOOK $12M
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  • BOOK near Mike's Carwash 401(k) Plan
  • BOOK ind #3705

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 Utah →

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan in the asset neighbourhood

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanCottonwood Capital Managemen…$12MMike's Carwash 401(k) Plan$12MPremium Transportation Group, Inc. 401(k) PlanPremium Transportation Group…$12MFerguson Pontiac-Gmc, Inc. 401(k) PlanFerguson Pontiac-Gmc, Inc. 4…$12MAkelius Real Estate Management 401(k)Akelius Real Estate Manageme…$12M
End-of-year total assets ($M) among Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN262255801
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottonwood Capital Management, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 46.39196046792114% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.08M $11.8M ▲ +46.4%
Year Plans Participants Total Assets
2022 1 217 $8M
2023 1 187 $10M
2024 1 232 $12M

Nearby 401(k) Plans in Utah

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

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan, Total assets ($B): 0.011833092 · Participants: 232Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan side-by-side with 3 peers →

Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Mike's Carwash 401(k) Plan in OH ($12M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan assets move in 2024? ▼
Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan grew sharply - up 19.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have Cottonwood Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottonwood Capital Management, Inc.'s sponsor-wide assets grew 46.4%, from $8M to $12M.
Which 401(k) plans are similar in size to Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mike's Carwash 401(k) Plan in OH ($12M, 511 participants).
Which 401(k) plans cover a similar participant headcount to Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 participants, N/A 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 262255801.

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.