401(k) · DOL Form 5500 · 2024
Cox, Castle & Nicholson LLP 401(k) Plan
Data updated 2026-08-11
- $270M
- Total assets
- 177
- Participants
- 95th
- Percentile by assets
- $1.5M
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $270M
- total plan assets (2024 EOY)
- 177
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $1.5M
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Cox, Castle & Nicholson LLP Retirement Plan reports 177 participants - about 28% of that state average ($270M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $236M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | $33M |
| Employer EIN | 952547124 |
| Plan Effective Date | 1993-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cox, Castle & Nicholson LLP)
| 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
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cox, Castle & Nicholson LLP Retirement Plan by total assets, not by location.
- Bancfirst Corporation Thrift Plan (OK) $270M · 1,955
- Blue Cross & Blue Shield of Rhode Island Employee Savings Plan (RI) $270M · 880
- Anthology Inc. Retirement Plan (FL) $270M · 1,152
- Creative Planning Companies Employer Retirement Contribution Plan (KS) $270M · 2,098
Frequently Asked Questions
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Filing takeaways
Ways to act on Cox, Castle & Nicholson LLP Retirement Plan's numbers.
- By total assets, Cox, Castle & Nicholson LLP Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Cox, Castle & Nicholson LLP's sponsor-wide assets have grown 44.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans