401(k) · DOL Form 5500 · 2024

Cox, Castle & Nicholson LLP 401(k) Plan

Data updated 2026-08-25

$270M
Total assets Near avg plan size
177
Participants Small participant base
95th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Cox, Castle & Nicholson LLP Retirement Plan · Sponsored by Cox, Castle & Nicholson LLP · California · Professional & Technical Services

$270M in assets, 177 participants

Cox, Castle & Nicholson LLP's Cox, Castle & Nicholson LLP Retirement Plan reported $270M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,467 in Professional & Technical Services (20,173 peers)

Coverage in California

Cox, Castle & Nicholson LLP Retirement Plan covers 177 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $270M.

#19,467
in Professional & Technical Services (20,173 peers)
+14.2%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Cox, Castle & Nicholson LLP Retirement Plan's outsized position by total assets

Cox, Castle & Nicholson LLP Retirement Plan vs every filed plan by assets

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

$269,943,269 Top 5% higher than 95% 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

Cox, Castle & Nicholson LLP Retirement 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. Cox, Castle & Nicholson LLP Retirement Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cox, Castle & Nicholson LLP Retirement Plan reported net income fell from $49M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Cox, Castle & Nicholson LLP Retirement Plan end-of-year assets rose from $236M in the plan year 2023 filing to $270M in the plan year 2024 filing.
  • Cox, Castle & Nicholson LLP Retirement Plan reported participants rose from 175 in the plan year 2023 filing to 177 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952547124 · Cox, Castle & Nicholson LLP PY 2024 · 401(k)

Cox, Castle & Nicholson LLP Retirement Plan · $270M · 177 · 95th

  • EBSA $270M
  • PART 177
  • TYPE 95th
  • NET 401(k)
  • BOOK near Bancfirst Corporation Thrift Plan
  • VS-ST ind #19467

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 →

Cox, Castle & Nicholson LLP Retirement Plan in the asset neighbourhood

Blue Cross & Blue Shield of Rhode Island Employee Savings PlanBlue Cross & Blue Shield of …$270MAnthology Inc. Retirement PlanAnthology Inc. Retirement Pl…$270MBancfirst Corporation Thrift PlanBancfirst Corporation Thrift…$270MCox, Castle & Nicholson LLP Retirement PlanCox, Castle & Nicholson LLP …$270MCreative Planning Companies Employer Retirement Contribution PlanCreative Planning Companies …$270M
End-of-year total assets ($M) among Cox, Castle & Nicholson LLP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$236M
Net Assets (End of Year)$270M
Net Income$33M
Employer EIN952547124
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cox, Castle & Nicholson LLP)

Sponsor-wide plan assets over time

All Cox, Castle & Nicholson LLP plans reported in each filing year

Latest sponsor-wide plan assets
$270M 44.54186947988694% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $187M $270M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 169 $187M
2023 1 175 $236M
2024 1 177 $270M

Nearby 401(k) Plans in California

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

Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cox, Castle & Nicholson LLP Retirement Plan, Total assets ($B): 0.269943269 · Participants: 177Cox, Castle & Nicholson LLP Retirement 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
Cox, Castle & Nicholson LLP Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cox, Castle & Nicholson LLP Retirement Plan side-by-side with 3 peers →

Cox, Castle & Nicholson LLP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bancfirst Corporation Thrift Plan in OK ($270M); by covered participants it is Greater Houston Retailers Association 401(k) Plan in TX (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Cox, Castle & Nicholson LLP Retirement Plan assets move in 2024? ▼
Cox, Castle & Nicholson LLP Retirement Plan grew at a solid clip - up 14.2% during 2024, from $236M to $270M. Reported net income was $33M.
How have Cox, Castle & Nicholson LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cox, Castle & Nicholson LLP's sponsor-wide assets grew 44.5%, from $187M to $270M.
Where does Cox, Castle & Nicholson LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Cox, Castle & Nicholson LLP Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cox, Castle & Nicholson LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bancfirst Corporation Thrift Plan in OK ($270M, 1,955 participants).
Which 401(k) plans cover a similar participant headcount to Cox, Castle & Nicholson LLP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Houston Retailers Association 401(k) Plan in TX (177 participants, $496K 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 952547124.

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.