401(k) · DOL Form 5500 · 2024

Cottage Health 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
2,102
Participants Near avg headcount
87th
Percentile by assets National rank
$31,891
Avg per participant Low balance/head
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Official DOL plan name: Cottage Health 403(b) Retirement Savings Plan · Sponsored by Cottage Health · California · Healthcare & Social Assistance

$67M in assets, 2,102 participants

Cottage Health's Cottage Health 403(b) Retirement Savings Plan reported $67M in total assets and 2,102 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,047 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Cottage Health 403(b) Retirement Savings Plan covers 2,102 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $67M.

#15,047
in Healthcare & Social Assistance (16,916 peers)
+29.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Cottage Health 403(b) Retirement Savings Plan's outsized position by total assets

Cottage Health 403(b) Retirement Savings Plan vs every filed plan by assets

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

$67,035,450 Top 13% higher than 87% 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

Cottage Health 403(b) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cottage Health 403(b) Retirement Savings Plan lands in the large band (2,102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cottage Health 403(b) Retirement Savings Plan end-of-year assets rose from $52M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Cottage Health 403(b) Retirement Savings Plan reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Cottage Health 403(b) Retirement Savings Plan reported participants fell from 2,275 in the plan year 2023 filing to 2,102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 770431902 · Cottage Health PY 2024 · 401(k)

Cottage Health 403(b) Retirement Savings Plan · $67M · 2,102 · 87th

  • PHOTO $67M
  • PHOTO 2,102
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Tecumseh Products Company Retirement Savings Plan
  • PHOTO ind #15047

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Cottage Health 403(b) Retirement Savings Plan in the asset neighbourhood

Columbia Anesthesia Group Ps Profit Sharing PlanColumbia Anesthesia Group Ps…$67MCadrex 401(k) Savings & Retirement PlanCadrex 401(k) Savings & Reti…$67MCottage Health 403(b) Retirement Savings PlanCottage Health 403(b) Retire…$67MTecumseh Products Company Retirement Savings PlanTecumseh Products Company Re…$67MBurnham Holdings, Inc. Savings Plan aBurnham Holdings, Inc. Savin…$67M
End-of-year total assets ($M) among Cottage Health 403(b) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$67M
Net Income$15M
Employer EIN770431902
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottage Health)

Sponsor-wide plan assets over time

All Cottage Health plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 28.60144178734167% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.82B $1.06B ▲ +29.3%
Year Plans Participants Total Assets
2022 3 7,468 $824M
2023 3 7,812 $957M
2024 3 7,978 $1.1B

Nearby 401(k) Plans in California

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

Cottage Health 403(b) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cottage Health 403(b) Retirement Savings Plan, Total assets ($B): 0.06703545 · Participants: 2102Cottage Health 403(b) Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Cottage Health 403(b) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cottage Health 403(b) Retirement Savings Plan side-by-side with 3 peers →

Cottage Health 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tecumseh Products Company Retirement Savings Plan in MI ($67M); by covered participants it is Guidehouse Managed Services LLC 401(k) Savings Plan in VA (2,101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,102 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 Cottage Health 403(b) Retirement Savings Plan assets move in 2024? ▼
Cottage Health 403(b) Retirement Savings Plan grew sharply - up 29.0% during 2024, from $52M to $67M. Reported net income was $15M.
How have Cottage Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottage Health's sponsor-wide assets grew 28.6%, from $824M to $1.1B.
Where does Cottage Health 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Cottage Health 403(b) Retirement Savings Plan ranks in the 87th 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 Cottage Health 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tecumseh Products Company Retirement Savings Plan in MI ($67M, 289 participants).
Which 401(k) plans cover a similar participant headcount to Cottage Health 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guidehouse Managed Services LLC 401(k) Savings Plan in VA (2,101 participants, $62M 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 770431902.

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.