How big is Cotter House Worthington's plan?

Cotter House Worthington's plan reported $296K in assets and 112 participants for 2024.

Original filing (PDF)20251015100146NAL0002208147001

Cotter House Worthington

Name: Cotter House Worthington — Cotter House Worthington, Form 5500 (2024)
Creator: Cotter House Worthington
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cotter House Worthington 401(k) Plan

401(k) retirement plan · Cotter House Worthington's Cotter House Worthington 401(k) Plan held $296K in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan identifiers

Cotter House Worthington's EIN is 83-1197604.

EIN 83-1197604

Plan number 001

Plan year 2024

ACK ID 20251015100146NAL0002208147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cotter House Worthington from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cotter House Worthington's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COTTER HOUSE WORTHINGTON.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score