401(k) · DOL Form 5500 · 2024

Cookunity, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 368
Participants Below avg headcount: 27th
Percentile by assets National rank: $4,330
Avg per participant Low balance/head

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Official DOL plan name: Cookunity, Inc 401(k) Plan · Sponsored by Cookunity, Inc · New York · Retail Trade

$2M in assets, 368 participants

Cookunity, Inc's Cookunity, Inc 401(k) Plan reported $2M in total assets and 368 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#3,206 in Retail Trade (8,048 peers)

Coverage in New York

Cookunity, Inc 401(k) Plan covers 368 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $2M.

#3,206
in Retail Trade (8,048 peers): +510.3%
assets growth YoY

Cookunity, Inc 401(k) Plan among the smaller filed plans by assets

Cookunity, Inc 401(k) Plan vs every filed plan by assets

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

$1,593,373 27th percentile higher than 27% 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

Cookunity, Inc 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. Cookunity, Inc 401(k) Plan sits mid-pack in the medium band (368 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%)

Cookunity, Inc 401(k) Plan end-of-year assets rose from $261K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Cookunity, Inc 401(k) Plan reported net income rose from $261K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Cookunity, Inc 401(k) Plan reported participants rose from 334 in the plan year 2023 filing to 368 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 047330241 · Cookunity, Inc PY 2024 · 401(k)

Cookunity, Inc 401(k) Plan · $2M · 368 · 27th

EOY $2M
5500 368
ASSETS 27th
PCT 401(k)
EIN near Our 401(k) Plan
RANK ind #3206

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 Retail Trade retirement plans → · Plans in New York →

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

New York filing particulars

Total Assets (Beginning of Year)	$261K
Net Assets (End of Year)	$2M
Net Income	$1M
Employer EIN	047330241
Plan Effective Date	2023-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cookunity, Inc)

Latest sponsor-wide plan assets: $2M 510.3310644393968% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	334	$261K
2024	1	368	$2M

Nearby 401(k) Plans in New York

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

Cookunity, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Cookunity, Inc 401(k) Plan side-by-side with 3 peers →

Cookunity, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Our 401(k) Plan in FL ($2M); by covered participants it is Waypoint Analytical 401(k) in TN (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Our 401(k) Plan (FL) $2M · 5
United Financial of Illinois, Inc. 401(k) Plan (IL) $2M · 5
Dgj Hardware Incorporated Retirement Plan (FL) $2M · 6
Santa Fe Recovery Center 401(k) Plan (NM) $2M · 179

Similar participant headcount

Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.

Waypoint Analytical 401(k) (TN) 368 · 0 off
Envirovac Holdings 401(k) Savings Plan (GA) 368 · 0 off
Bridgetown Natural Foods 401(k) Plan (OR) 368 · 0 off
Mee Memorial Hospital 403(b) Plan (CA) 368 · 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 Cookunity, Inc 401(k) Plan assets move in 2024? ▼

Cookunity, Inc 401(k) Plan surged - up 510.3% during 2024, from $261K to $2M. Reported net income was $1M.

How have Cookunity, Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Cookunity, Inc's sponsor-wide assets grew 510.3%, from $261K to $2M.

Which 401(k) plans are similar in size to Cookunity, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Our 401(k) Plan in FL ($2M, 5 participants).

Which 401(k) plans cover a similar participant headcount to Cookunity, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Waypoint Analytical 401(k) in TN (368 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 047330241.