401(k) · DOL Form 5500 · 2024

Cota & Cota, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 113
Participants Small participant base: 54th
Percentile by assets National rank: $80,290
Avg per participant Below avg balance/head

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Official DOL plan name: Cota & Cota, Inc. Profit Sharing Plan · Sponsored by Cota & Cota, Inc. · Vermont · Retail Trade

$9M in assets, 113 participants

Cota & Cota, Inc.'s Cota & Cota, Inc. Profit Sharing Plan reported $9M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#5,160 in Retail Trade (8,048 peers)

Coverage in Vermont

Cota & Cota, Inc. Profit Sharing Plan covers 113 participants in Vermont, about 46% of the average Vermont filer (state average ~245 per filing). Assets: $9M.

#5,160
in Retail Trade (8,048 peers): +12.6%
assets growth YoY

Cota & Cota, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Cota & Cota, Inc. Profit Sharing Plan vs every filed plan by assets

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

$9,072,815 Top 46% higher than 54% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Cota & Cota, Inc. Profit Sharing 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. Cota & Cota, Inc. Profit Sharing Plan sits mid-pack in the medium band (113 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cota & Cota, Inc. Profit Sharing Plan reported net income rose from $482K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Cota & Cota, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030222454 · Cota & Cota, Inc. PY 2024 · 401(k)

Cota & Cota, Inc. Profit Sharing Plan · $9M · 113 · 54th

NET $9M
BOOK 113
VS-ST 54th
BOY 401(k)
SCH near Equip Health 401(k) Plan
EBSA ind #5160

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 Retail Trade retirement plans → · Plans in Vermont →

End-of-year total assets ($M) among Cota & Cota, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	030222454
Plan Effective Date	1972-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cota & Cota, Inc.)

Latest sponsor-wide plan assets: $9M 19.754654364230788% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	109	$8M
2023	1	113	$8M
2024	1	113	$9M

Nearby 401(k) Plans in Vermont

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

Cota & Cota, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Vermont, assets vs. participants

The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
National Life Group 401(k) Plan $335M · 1,397
Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
Husky Retirement Savings $175M · 534
Casella Waste Systems 401(k) Plan $161M · 3,488

Compare Cota & Cota, Inc. Profit Sharing Plan side-by-side with 3 peers →

Cota & Cota, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Equip Health 401(k) Plan in CA ($9M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Equip Health 401(k) Plan (CA) $9M · 381
Jack Madden Ford Sales, Inc. Retirement Plan (MA) $9M · 148
First Book 401(k) Plan (DC) $9M · 81
Smartrecruiters, Inc. 401(k) Plan (CA) $9M · 105

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan (MO) 113 · 0 off
Asi Gymnastics Management LLC (TX) 113 · 0 off
Meiko America, Inc./Meiko Freight Service, Inc. 401(k) Plan (CA) 113 · 0 off
Shoreline Power Services 401(k) Plan (MI) 113 · 0 off

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 Cota & Cota, Inc. Profit Sharing Plan assets move in 2024? ▼

Cota & Cota, Inc. Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $8M to $9M. Reported net income was $1M.

How have Cota & Cota, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cota & Cota, Inc.'s sponsor-wide assets grew 19.8%, from $8M to $9M.

Which 401(k) plans are similar in size to Cota & Cota, Inc. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Equip Health 401(k) Plan in CA ($9M, 381 participants).

Which 401(k) plans cover a similar participant headcount to Cota & Cota, Inc. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 030222454.