401(k) · DOL Form 5500 · 2024

Richard Cottrell Marketing, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$375,307
Avg per participant High balance/head
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Official DOL plan name: Richard Cottrell Marketing, Inc. Profit Sharing Plan · Sponsored by Richard Cottrell Marketing, Inc. · California · Professional & Technical Services

$1M in assets, 3 participants

Richard Cottrell Marketing, Inc.'s Richard Cottrell Marketing, Inc. Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,869 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Richard Cottrell Marketing, Inc. Profit Sharing Plan holds $1M for 3 participants - about $375,307 per participant, among the smaller plans by assets on file.

#3,869
in Professional & Technical Services (20,173 peers)
-0.6%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard Cottrell Marketing, Inc. Profit Sharing Plan among the smaller filed plans by assets

Richard Cottrell Marketing, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,125,921 24th percentile higher than 24% 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

Richard Cottrell Marketing, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard Cottrell Marketing, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard Cottrell Marketing, Inc. Profit Sharing Plan reported net income fell from $19K in the plan year 2023 filing to -$7K in the plan year 2024 filing.
  • Richard Cottrell Marketing, Inc. Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 770559517 · Richard Cottrell Marketing, Inc. PY 2024 · 401(k)

Richard Cottrell Marketing, Inc. Profit Sharing Plan · $1M · 3 · 24th

  • NET $1M
  • BOOK 3
  • VS-ST 24th
  • BOY 401(k)
  • SCH near Mainsheet, Inc. 401(k) Plan
  • EBSA ind #3869

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 →

Richard Cottrell Marketing, Inc. Profit Sharing Plan in the asset neighbourhood

Richard Cottrell Marketing, Inc. Profit Sharing PlanRichard Cottrell Marketing, …$1MMainsheet, Inc. 401(k) Plan$1MSaela 401(k) Plan$1MGrokhalov Family Ventures, Inc. Retirement PlanGrokhalov Family Ventures, I…$1MR.N. Industries Trucking, Inc. Profit Sharing PlanR.N. Industries Trucking, In…$1M
End-of-year total assets ($M) among Richard Cottrell Marketing, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$7K
Employer EIN770559517
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Cottrell Marketing, Inc.)

Sponsor-wide plan assets over time

All Richard Cottrell Marketing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.107591952851461% vs 2022
2024 filing year
$1.1M$1.11M$1.12M$1.13M$1.14M 202220232024 $1.11M $1.13M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 5 $1M
2024 1 3 $1M

Nearby 401(k) Plans in California

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

Richard Cottrell Marketing, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Richard Cottrell Marketing, Inc. Profit Sharing Plan, Total assets ($B): 0.001125921 · Participants: 3Richard Cottrell Marketing, Inc. Profit Sharing 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
Richard Cottrell Marketing, Inc. Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Richard Cottrell Marketing, Inc. Profit Sharing Plan side-by-side with 3 peers →

Richard Cottrell Marketing, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mainsheet, Inc. 401(k) Plan in OR ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Richard Cottrell Marketing, Inc. Profit Sharing Plan assets move in 2024? ▼
Richard Cottrell Marketing, Inc. Profit Sharing Plan held essentially flat - down 0.6% during 2024, from $1M to $1M. Reported net income was -$7K.
How have Richard Cottrell Marketing, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard Cottrell Marketing, Inc.'s sponsor-wide assets grew 1.1%, from $1M to $1M.
Where does Richard Cottrell Marketing, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Richard Cottrell Marketing, Inc. Profit Sharing Plan ranks in the 24th 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 Richard Cottrell Marketing, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mainsheet, Inc. 401(k) Plan in OR ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Richard Cottrell Marketing, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 770559517.

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.