How much does Cotterman Holdings, Inc. contribute to its ESOP?

In 2024, employer contributions to the Cotterman Holdings, Inc. plan averaged $13,458 per active participant, above the $2,416 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the Cotterman Holdings, Inc. 401(k)?

The average participant account balance was $696,846 for plan year 2024, based on 97 accounts.

Cotterman Holdings, Inc.ESOP

Name: Cotterman Holdings, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

COTTERMAN COMPANIES EMPLOYEE STOCK OWNERSHIP PLAN · MINSTER, OH · plan year 2024

Employer contribution per participant · 2024

$13,458

Cotterman Holdings, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $67,594,056 across 97 participant accounts, with employer contributions averaging $13,458 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 507th-largest of 3,295 plans among Ohio employers on file, and the 850th of 5,337 in construction. active participation has shrunk from 87 to 76 since 2022.

Plan summary
Net assets, end of year$67,594,056
Participants with balances97
Active participants76
Employer contributions$1,022,789
Employee contributions—
Employer contribution per active participant$13,458
Average account balance$696,846
Benefits paid to participants$4,150
Plan auditUnmodified (clean) audit opinion
AuditorKENTNER SELLERS LLP

Plan history3

Yearassets · accounts · employer contribution

2024$67.6M · 97 accts · $1.0M emplr

2023$29.8M · $1.1M emplr

2022$5.5M · $1.0M emplr

Employer contributions to the Cotterman Holdings, Inc. plan · 2024

Employer contribution per active participant$13,458

Median for plans this size$2,416

2024$13,458 per active participant

2023$13,153 per active participant

2022$11,708 per active participant

Cotterman Holdings, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3

2024Not separately reported

2023Not separately reported

2022Not separately reported

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Source: U.S. Department of Labor, Form 5500 series, EIN 844090301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.