401(k) · DOL Form 5500 · 2024

Cobalt Benefits Group, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
191
Participants Below avg headcount
71st
Percentile by assets National rank
$109,471
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cobalt Benefits Group, LLC 401(k) Plan · Sponsored by Cobalt Benefits Group, LLC · Vermont · Administrative & Support Services

$21M in assets, 191 participants

Cobalt Benefits Group, LLC's Cobalt Benefits Group, LLC 401(k) Plan reported $21M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,708 in Administrative & Support Services (4,368 peers)

Cobalt Benefits Group, LLC multi-year trail

Cobalt Benefits Group, LLC's plans moved +37.3% in assets from 2022 to 2024; this filing shows Cobalt Benefits Group, LLC 401(k) Plan at $21M / 191 participants.

#3,708
in Administrative & Support Services (4,368 peers)
+10.9%
assets growth YoY

Cobalt Benefits Group, LLC 401(k) Plan's outsized position by total assets

Cobalt Benefits Group, LLC 401(k) Plan vs every filed plan by assets

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

$20,908,994 Top 29% higher than 71% 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

Cobalt Benefits Group, LLC 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. Cobalt Benefits Group, LLC 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cobalt Benefits Group, LLC 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cobalt Benefits Group, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Cobalt Benefits Group, LLC 401(k) Plan reported participants rose from 179 in the plan year 2023 filing to 191 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 271516730 · Cobalt Benefits Group, LLC PY 2024 · 401(k)

Cobalt Benefits Group, LLC 401(k) Plan · $21M · 191 · 71st

  • IND $21M
  • IND 191
  • IND 71st
  • IND 401(k)
  • IND near Clearwater Federal Credit Union 401(k) Plan
  • IND ind #3708

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 Administrative & Support Services retirement plans → · Plans in Vermont →

Cobalt Benefits Group, LLC 401(k) Plan in the asset neighbourhood

Cobalt Benefits Group, LLC 401(k) PlanCobalt Benefits Group, LLC 4…$21MClearwater Federal Credit Union 401(k) PlanClearwater Federal Credit Un…$21MMiklos Systems, Inc. Employee Stock Ownership and Savings PlanMiklos Systems, Inc. Employe…$21MEvans Management Group 401(k) Retirement PlanEvans Management Group 401(k…$21MDallas Theological Seminary Retirement Savings PlanDallas Theological Seminary …$21M
End-of-year total assets ($M) among Cobalt Benefits Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cobalt Benefits Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cobalt Benefits Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 37.34309963542224% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.2M $20.9M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 163 $15M
2023 1 179 $19M
2024 1 191 $21M

Cobalt Benefits Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN271516730
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Cobalt Benefits Group, LLC 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Cobalt Benefits Group, LLC 401(k) Plan, Total assets ($B): 0.020908994 · Participants: 191Cobalt Benefits Group, LLC 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Cobalt Benefits Group, LLC 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Cobalt Benefits Group, LLC 401(k) Plan side-by-side with 3 peers →

Cobalt Benefits Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Clearwater Federal Credit Union 401(k) Plan in MT ($21M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Cobalt Benefits Group, LLC 401(k) Plan assets move in 2024? ▼
Cobalt Benefits Group, LLC 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $19M to $21M. Reported net income was $2M.
How have Cobalt Benefits Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cobalt Benefits Group, LLC's sponsor-wide assets grew 37.3%, from $15M to $21M.
Which 401(k) plans are similar in size to Cobalt Benefits Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearwater Federal Credit Union 401(k) Plan in MT ($21M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Cobalt Benefits Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 271516730.

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.