401(k) · DOL Form 5500 · 2024

Cozy Homes Inc. 401(k) Plan

Data updated 2026-08-25

$623K
Total assets Small plan by assets
N/A
Participants Small participant base
19th
Percentile by assets National rank
PlainRetire home → About this data

Official DOL plan name: Cozy Homes Inc. 401(k) Plan · Sponsored by Cozy Homes Inc. · California · Real Estate

$623K in assets, N/A participants

Cozy Homes Inc.'s Cozy Homes Inc. 401(k) Plan reported $623K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,539 in Real Estate (4,605 peers)

What the 2024 filing shows

Cozy Homes Inc. 401(k) Plan holds $623K for N/A participants, among the smaller plans by assets on file.

#1,539
in Real Estate (4,605 peers)
$623K
reported net income

Cozy Homes Inc. 401(k) Plan among the smaller filed plans by assets

Cozy Homes Inc. 401(k) Plan vs every filed plan by assets

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

$623,213 19th percentile higher than 19% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 331265868 · Cozy Homes Inc. PY 2024 · 401(k)

Cozy Homes Inc. 401(k) Plan · $623K · N/A · 19th

  • TYPE $623K
  • NET N/A
  • BOOK 19th
  • VS-ST 401(k)
  • BOY near Smk Investment Trust
  • SCH ind #1539

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 Real Estate retirement plans → · Plans in California →

Cozy Homes Inc. 401(k) Plan in the asset neighbourhood

Cozy Homes Inc. 401(k) Plan$623KSmk Investment Trust$623KSoftech, Inc. Employees' Cash or Deferred Profit Sharing PlanSoftech, Inc. Employees' Cas…$623KMmm Leasing Ventures Retirement PlanMmm Leasing Ventures Retirem…$623KEagle Delivery, Inc. 401(k) PlanEagle Delivery, Inc. 401(k) …$623K
End-of-year total assets ($M) among Cozy Homes Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$623K
Net Income$623K
Employer EIN331265868
Plan Effective Date2024-09-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cozy Homes Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cozy Homes Inc. 401(k) Plan, Total assets ($B): 0.000623213 · Participants: 0Cozy Homes Inc. 401(k) 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
Cozy Homes Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cozy Homes Inc. 401(k) Plan side-by-side with 3 peers →

Cozy Homes Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Smk Investment Trust in NJ at $623K (this filing: $623K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($623K here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Cozy Homes Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cozy Homes Inc. 401(k) Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cozy Homes Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smk Investment Trust in NJ ($623K, 1 participant).

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 331265868.

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.