401(k) · DOL Form 5500 · 2024

Cobalt Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets: 260
Participants Below avg headcount: 70th
Percentile by assets National rank: $75,395
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Cobalt Credit Union 401(k) Plan · Sponsored by Cobalt Credit Union · Nebraska · Finance & Insurance

$20M in assets, 260 participants

Cobalt Credit Union's Cobalt Credit Union 401(k) Plan reported $20M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

#4,678 in Finance & Insurance (8,549 peers)

Coverage in Nebraska

Cobalt Credit Union 401(k) Plan covers 260 participants in Nebraska, about 47% of the average Nebraska filer (state average ~552 per filing). Assets: $20M.

#4,678
in Finance & Insurance (8,549 peers): +21.2%
assets growth YoY

Cobalt Credit Union 401(k) Plan's outsized position by total assets

Cobalt Credit Union 401(k) Plan vs every filed plan by assets

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

$19,602,642 Top 30% higher than 70% 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

Cobalt Credit Union 401(k) 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. Cobalt Credit Union 401(k) Plan sits mid-pack in the medium band (260 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%)

Cobalt Credit Union 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Cobalt Credit Union 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 047036486 · Cobalt Credit Union PY 2024 · 401(k)

Cobalt Credit Union 401(k) Plan · $20M · 260 · 70th

ASSETS $20M
PCT 260
EIN 70th
RANK 401(k)
PHOTO near Kelley Trucking Inc. 401(k) Savings Plan
IND ind #4678

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 Nebraska →

End-of-year total assets ($M) among Cobalt Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$20M
Net Income	$3M
Employer EIN	047036486
Plan Effective Date	2020-12-03
Filing Status	FILING RECEIVED

Sponsor Plan History (Cobalt Credit Union)

Latest sponsor-wide plan assets: $20M 37.89012369890769% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	242	$14M
2023	1	258	$16M
2024	1	260	$20M

Nearby 401(k) Plans in Nebraska

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

Cobalt Credit Union 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
Union Pacific Corporation Thrift Plan $2.3B · 5,350
First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950

Compare Cobalt Credit Union 401(k) Plan side-by-side with 3 peers →

Cobalt Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Kelley Trucking Inc. 401(k) Savings Plan in CO ($20M); by covered participants it is Keystone Natural Holdings 401(k) Plan in PA (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Kelley Trucking Inc. 401(k) Savings Plan (CO) $20M · 153
Capital Properties Services, LLC 401(k) Plan (NY) $20M · 401
The Buckeye Ranch 401(k) Plan (OH) $20M · 389
Northstar Energy Management LLC Dba Novasource Power Services Plan (AZ) $20M · 758

Similar participant headcount

Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.

Keystone Natural Holdings 401(k) Plan (PA) 260 · 0 off
Froehling & Robertson, Inc. 401(k) Plan (VA) 260 · 0 off
Tendercare Home Health Services Retirement Plan (IN) 260 · 0 off
Matrix Adhesives Group 401(k) Plan (OH) 260 · 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 Cobalt Credit Union 401(k) Plan assets move in 2024? ▼

Cobalt Credit Union 401(k) Plan grew sharply - up 21.2% during 2024, from $16M to $20M. Reported net income was $3M.

How have Cobalt Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cobalt Credit Union's sponsor-wide assets grew 37.9%, from $14M to $20M.

Which 401(k) plans are similar in size to Cobalt Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kelley Trucking Inc. 401(k) Savings Plan in CO ($20M, 153 participants).

Which 401(k) plans cover a similar participant headcount to Cobalt Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Keystone Natural Holdings 401(k) Plan in PA (260 participants, $2M 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 047036486.