401(k) · DOL Form 5500 · 2024

Cognoa, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
37
Participants Small participant base
36th
Percentile by assets National rank
$94,001
Avg per participant Below avg balance/head
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Official DOL plan name: Cognoa Retirement Savings Plan · Sponsored by Cognoa, Inc. · California · Professional & Technical Services

$3M in assets, 37 participants

Cognoa, Inc.'s Cognoa Retirement Savings Plan reported $3M in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,628 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Cognoa Retirement Savings Plan holds $3M for 37 participants - about $94,001 per participant, in the lower half of filed plans by assets.

#6,628
in Professional & Technical Services (20,173 peers)
+1.3%
assets growth YoY

Cognoa Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cognoa Retirement Savings Plan vs every filed plan by assets

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

$3,478,041 36th percentile higher than 36% 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

Cognoa Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cognoa Retirement Savings Plan is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cognoa Retirement Savings Plan reported net income fell from $289K in the plan year 2023 filing to $46K in the plan year 2024 filing.
  • Cognoa Retirement Savings Plan reported participants rose from 32 in the plan year 2023 filing to 37 in the plan year 2024 filing.
  • Cognoa Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463191410 · Cognoa, Inc. PY 2024 · 401(k)

Cognoa Retirement Savings Plan · $3M · 37 · 36th

  • IND $3M
  • IND 37
  • IND 36th
  • IND 401(k)
  • IND near Broward Children's Center, Inc. Retirement Plan
  • IND ind #6628

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 Professional & Technical Services retirement plans → · Plans in California →

Cognoa Retirement Savings Plan in the asset neighbourhood

Cognoa Retirement Savings PlanCognoa Retirement Savings Pl…$3MBroward Children's Center, Inc. Retirement PlanBroward Children's Center, I…$3MFirst Dakota Title 401(k) PlanFirst Dakota Title 401(k) Pl…$3MSherman Bros. 401(k) Plan$3MPierce Oil Company 401(k) PlanPierce Oil Company 401(k) Pl…$3M
End-of-year total assets ($M) among Cognoa Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$46K
Employer EIN463191410
Plan Effective Date2023-07-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Cognoa, Inc.)

Sponsor-wide plan assets over time

All Cognoa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.3269360412574647% vs 2023
2024 filing year
$3.42M$3.44M$3.46M$3.48M$3.5M 20232024 $3.43M $3.48M ▲ +1.5%
Year Plans Participants Total Assets
2023 1 32 $3M
2024 1 37 $3M

Nearby 401(k) Plans in California

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

Cognoa Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cognoa Retirement Savings Plan, Total assets ($B): 0.003478041 · Participants: 37Cognoa 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
Cognoa Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cognoa Retirement Savings Plan side-by-side with 3 peers →

Cognoa Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Broward Children's Center, Inc. Retirement Plan in FL ($3M); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (37 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 Cognoa Retirement Savings Plan assets move in 2024? ▼
Cognoa Retirement Savings Plan edged up modestly - up 1.3% during 2024, from $3M to $3M. Reported net income was $46K.
How have Cognoa, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Cognoa, Inc.'s sponsor-wide assets grew 1.3%, from $3M to $3M.
Which 401(k) plans are similar in size to Cognoa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broward Children's Center, Inc. Retirement Plan in FL ($3M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Cognoa Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 463191410.

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.