401(k) · DOL Form 5500 · 2022

Cohen Weiss and Simon LLP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
40
Participants Small participant base
85th
Percentile by assets National rank
$912,083
Avg per participant High balance/head
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Official DOL plan name: Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Cohen Weiss and Simon LLP · New York · Professional & Technical Services

$36M in assets, 40 participants

Cohen Weiss and Simon LLP's Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,511 in Professional & Technical Services (21,562 peers)

Where Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust sits by assets

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $36M for 40 participants (~$912,083/participant), down 18.4% in 2022.

#18,511
in Professional & Technical Services (21,562 peers)
-18.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,483,320 Top 15% higher than 85% of 139,123 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 2022

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust is a small filing (40 participants) on this national headcount ladder.

DOL schedule card

Filing strip 131592323 · Cohen Weiss and Simon LLP PY 2022 · 401(k)

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust · $36M · 40 · 85th

  • BOOK $36M
  • VS-ST 40
  • BOY 85th
  • SCH 401(k)
  • EBSA near Prairieland Partners, LLC 401(k) Profit Sharing Plan
  • PART ind #18511

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 New York →

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Shaddock Companies 401(k) PlanShaddock Companies 401(k) Pl…$36MCohen Weiss and Simon LLP 401(k) Profit Sharing Plan & TrustCohen Weiss and Simon LLP 40…$36MPrairieland Partners, LLC 401(k) Profit Sharing PlanPrairieland Partners, LLC 40…$36MAndrews Mcmeel Universal Profit Sharing and 401(k) PlanAndrews Mcmeel Universal Pro…$36MVirginia Physicians for Women, Ltd. 401(k) Profit Sharing PlanVirginia Physicians for Wome…$36M
End-of-year total assets ($M) among Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN131592323
Plan Effective Date1968-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Weiss and Simon LLP)

Sponsor-wide plan assets over time

All Cohen Weiss and Simon LLP plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.01148086303549% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.5M $46.3M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 40 $36M
2023 1 39 $40M
2024 1 45 $46M

Nearby 401(k) Plans in New York

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

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.03648332 · Participants: 40Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Prairieland Partners, LLC 401(k) Profit Sharing Plan in KS ($36M); by covered participants it is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust declined sharply - down 18.4% during 2022, from $45M to $36M. Reported net income was -$8M.
How have Cohen Weiss and Simon LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Weiss and Simon LLP's sponsor-wide assets grew 27.0%, from $36M to $46M.
Where does Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prairieland Partners, LLC 401(k) Profit Sharing Plan in KS ($36M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Quality Switch Inc 401(k) Profit Sharing Plan & Trust in OH (40 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131592323.

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.