401(k) · DOL Form 5500 · 2024

Cowlitz Indian Tribe 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
288
Participants Below avg headcount
66th
Percentile by assets National rank
$55,283
Avg per participant Low balance/head
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Official DOL plan name: Cowlitz Indian Tribe 401(k) Plan · Sponsored by Cowlitz Indian Tribe · Washington · Healthcare & Social Assistance

$16M in assets, 288 participants

Cowlitz Indian Tribe's Cowlitz Indian Tribe 401(k) Plan reported $16M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,953 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Cowlitz Indian Tribe 401(k) Plan covers 288 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $16M.

#11,953
in Healthcare & Social Assistance (16,916 peers)
+21.3%
assets growth YoY

Cowlitz Indian Tribe 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cowlitz Indian Tribe 401(k) Plan vs every filed plan by assets

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

$15,921,544 Top 34% higher than 66% 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

Cowlitz Indian Tribe 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. Cowlitz Indian Tribe 401(k) Plan sits mid-pack in the medium band (288 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cowlitz Indian Tribe 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Cowlitz Indian Tribe 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911265477 · Cowlitz Indian Tribe PY 2024 · 401(k)

Cowlitz Indian Tribe 401(k) Plan · $16M · 288 · 66th

  • BOY $16M
  • SCH 288
  • EBSA 66th
  • PART 401(k)
  • TYPE near Nbi, Inc. Profit Sharing and 401(k) Plan
  • NET ind #11953

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 Washington →

Cowlitz Indian Tribe 401(k) Plan in the asset neighbourhood

Cowlitz Indian Tribe 401(k) PlanCowlitz Indian Tribe 401(k) …$16MNbi, Inc. Profit Sharing and 401(k) PlanNbi, Inc. Profit Sharing and…$16MValley Youth House Committee, Inc. 401(k) PlanValley Youth House Committee…$16MIvek Corporation 401(k) Plan$16MUtf Trucking Bargaining Unit 401(k)Utf Trucking Bargaining Unit…$16M
End-of-year total assets ($M) among Cowlitz Indian Tribe 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN911265477
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cowlitz Indian Tribe)

Sponsor-wide plan assets over time

All Cowlitz Indian Tribe plans reported in each filing year

Latest sponsor-wide plan assets
$16M 60.5707696957711% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.92M $15.9M ▲ +60.5%
Year Plans Participants Total Assets
2022 1 284 $10M
2023 1 288 $13M
2024 1 288 $16M

Nearby 401(k) Plans in Washington

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

Cowlitz Indian Tribe 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Cowlitz Indian Tribe 401(k) Plan, Total assets ($B): 0.015921544 · Participants: 288Cowlitz Indian Tribe 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Cowlitz Indian Tribe 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cowlitz Indian Tribe 401(k) Plan side-by-side with 3 peers →

Cowlitz Indian Tribe 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Nbi, Inc. Profit Sharing and 401(k) Plan in WI ($16M); by covered participants it is Livevox, Inc. 401(k) Retirement Plan in CA (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Cowlitz Indian Tribe 401(k) Plan assets move in 2024? ▼
Cowlitz Indian Tribe 401(k) Plan grew sharply - up 21.3% during 2024, from $13M to $16M. Reported net income was $3M.
How have Cowlitz Indian Tribe plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cowlitz Indian Tribe's sponsor-wide assets grew 60.6%, from $10M to $16M.
Which 401(k) plans are similar in size to Cowlitz Indian Tribe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nbi, Inc. Profit Sharing and 401(k) Plan in WI ($16M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Cowlitz Indian Tribe 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Livevox, Inc. 401(k) Retirement Plan in CA (288 participants, N/A 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 911265477.

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.