401(k) · DOL Form 5500 · 2024

The Cabot Group as Agent 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
119
Participants Small participant base
52nd
Percentile by assets National rank
$69,602
Avg per participant Below avg balance/head
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Official DOL plan name: The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust · Sponsored by The Cabot Group as Agent · New York · Real Estate

$8M in assets, 119 participants

The Cabot Group as Agent's The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,230 in Real Estate (4,605 peers)

Coverage in New York

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,230
in Real Estate (4,605 peers)
+7.0%
assets growth YoY

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,282,625 Top 48% higher than 52% 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

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust 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. The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $541K in the plan year 2024 filing.
  • The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust reported participants rose from 104 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 160984062 · The Cabot Group as Agent PY 2024 · 401(k)

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust · $8M · 119 · 52nd

  • PHOTO $8M
  • IND 119
  • EOY 52nd
  • 5500 401(k)
  • ASSETS near Tic Midwest
  • PCT ind #3230

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 Real Estate retirement plans → · Plans in New York →

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Cabot Group as Agent 401(k) Profit Sharing Plan & TrustThe Cabot Group as Agent 401…$8MTic Midwest$8MPegasus 401(k) Plan$8MGrayback Forestry, Inc. Retirement Savings PlanGrayback Forestry, Inc. Reti…$8MStandard Distributing Co. 401(k) Retirement PlanStandard Distributing Co. 40…$8M
End-of-year total assets ($M) among The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$541K
Employer EIN160984062
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cabot Group as Agent)

Sponsor-wide plan assets over time

All The Cabot Group as Agent plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.68447233834896% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.15M $8.28M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 96 $6M
2023 1 104 $8M
2024 1 119 $8M

Nearby 401(k) Plans in New York

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

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008282625 · Participants: 119The Cabot Group as Agent 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tic Midwest in IN ($8M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust assets move in 2024?
The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 7.0% during 2024, from $8M to $8M. Reported net income was $541K.
How have The Cabot Group as Agent plan assets changed over time?
Across 3 plan years on file (2022-2024), The Cabot Group as Agent's sponsor-wide assets grew 34.7%, from $6M to $8M.
Which 401(k) plans are similar in size to The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Tic Midwest in IN ($8M, 43 participants).
Which 401(k) plans cover a similar participant headcount to The Cabot Group as Agent 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A in assets).