401(k) · DOL Form 5500 · 2024
Cookman Insurance Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $998,249
- Avg per participant High balance/head
Official DOL plan name: Cookman Insurance Group Retirement Plan · Sponsored by Cookman Insurance Group · West Virginia · Finance & Insurance
$6M in assets, 6 participants
Cookman Insurance Group's Cookman Insurance Group Retirement Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #2,640 in Finance & Insurance (8,549 peers)
Cookman Insurance Group multi-year trail
Cookman Insurance Group's plans moved +43.9% in assets from 2022 to 2024; this filing shows Cookman Insurance Group Retirement Plan at $6M / 6 participants.
- #2,640
- in Finance & Insurance (8,549 peers)
- +13.6%
- assets growth YoY
Cookman Insurance Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Cookman Insurance Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,989,493 45th percentile higher than 45% 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
Cookman Insurance Group Retirement 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. Cookman Insurance Group Retirement Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cookman Insurance Group Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $717K in the plan year 2024 filing.
- Cookman Insurance Group Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
DOL schedule card
Filing strip 550545072 · Cookman Insurance Group PY 2024 · 401(k)
Cookman Insurance Group Retirement Plan · $6M · 6 · 45th
- BOOK $6M
- VS-ST 6
- BOY 45th
- SCH 401(k)
- EBSA near Lakeside Pediatrics 401(k) Plan
- PART ind #2640
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 Finance & Insurance retirement plans → · Plans in West Virginia →
Cookman Insurance Group Retirement Plan in the asset neighbourhood
Cookman Insurance Group multi-year asset trail
Sponsor-wide plan assets over time
All Cookman Insurance Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 43.897012911225325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 6 | $6M |
Cookman Insurance Group filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $717K |
| Employer EIN | 550545072 |
| Plan Effective Date | 1977-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in West Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Orrick, Herrington & Sutcliffe LLP Retirement Plan $1.2B · 1,845
- Vandalia Health System 401(k) Retirement Savings P $853M · N/A
- American Public Education Retirement Plan $303M · 5,717
- West Virginia University Health System 401(k) Plan $255M · 4,549
- United Bankshares, Inc. Savings and Stock Investment Plan $249M · 2,561
Cookman Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside West Virginia, the nearest 401(k) by assets is Lakeside Pediatrics 401(k) Plan in FL ($6M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Lakeside Pediatrics 401(k) Plan (FL) $6M · 34
- Kessenick Gamma, LLP 401(k) Plan (CA) $6M · 10
- Market Express LLC 401(k) Profit Sharing Plan & Trust (OR) $6M · 374
- Co-Op 401(k) Plan (SD) $6M · 113
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.