Profit Sharing · DOL Form 5500 · 2022

Cohen & Cohen Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$872K
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$872,332
Avg per participant High balance/head
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Official DOL plan name: Cohen & Cohen Self Employed Profit Sharing Plan · Sponsored by Cohen & Cohen Profit Sharing Plan · New York · Professional & Technical Services

$872K in assets, 1 participants

Cohen & Cohen Profit Sharing Plan's Cohen & Cohen Self Employed Profit Sharing Plan reported $872K in total assets and 1 participant in its 2022 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.

  • #4,264 in Professional & Technical Services (21,562 peers)

Cohen & Cohen Profit Sharing Plan multi-year trail

Cohen & Cohen Profit Sharing Plan's plans moved +13.0% in assets from 2022 to 2024; this filing shows Cohen & Cohen Self Employed Profit Sharing Plan at $872K / 1 participant.

#4,264
in Professional & Technical Services (21,562 peers)
-13.6%
assets change YoY

The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen & Cohen Self Employed Profit Sharing Plan among the smaller filed plans by assets

Cohen & Cohen Self Employed Profit Sharing Plan vs every filed plan by assets

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

$872,332 24th percentile higher than 24% 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 & Cohen Self Employed Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen & Cohen Self Employed Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 132658414 · Cohen & Cohen Profit Sharing Plan PY 2022 · Profit Sharing

Cohen & Cohen Self Employed Profit Sharing Plan · $872K · 1 · 24th

  • 5500 $872K
  • 5500 1
  • 5500 24th
  • 5500 Profit Sharing
  • 5500 near Missio Enterprises, Inc. Retirement Plan
  • 5500 ind #4264

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 & Cohen Self Employed Profit Sharing Plan in the asset neighbourhood

Cohen & Cohen Self Employed Profit Sharing PlanCohen & Cohen Self Employed …$872KMissio Enterprises, Inc. Retirement PlanMissio Enterprises, Inc. Ret…$872KFive Tales Hospitality Co. Retirement PlanFive Tales Hospitality Co. R…$873KBoyne River Companies, Inc. Retirement PlanBoyne River Companies, Inc. …$873KBechtold Enterprises, Inc. Profit Sharing PlanBechtold Enterprises, Inc. P…$873K
End-of-year total assets ($M) among Cohen & Cohen Self Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cohen & Cohen Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Cohen & Cohen Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$986K 12.974647267324826% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.87M $0.99M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 1 $872K
2023 1 1 $914K
2024 1 1 $986K

Cohen & Cohen Profit Sharing Plan filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$872K
Net Income-$137K
Employer EIN132658414
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cohen & Cohen Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Cohen & Cohen Self Employed Profit Sharing Plan, Total assets ($B): 0.000872332 · Participants: 1Cohen & Cohen Self Employed Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Cohen & Cohen Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Cohen & Cohen Self Employed Profit Sharing Plan side-by-side with 3 peers →

Cohen & Cohen Self Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Missio Enterprises, Inc. Retirement Plan in LA ($872K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 & Cohen Self Employed Profit Sharing Plan assets move in 2022? ▼
Cohen & Cohen Self Employed Profit Sharing Plan pulled back noticeably - down 13.6% during 2022, from $1M to $872K. Reported net income was -$137K.
How have Cohen & Cohen Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen & Cohen Profit Sharing Plan's sponsor-wide assets grew 13.0%, from $872K to $986K.
Where does Cohen & Cohen Self Employed Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cohen & Cohen Self Employed Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Cohen & Cohen Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Missio Enterprises, Inc. Retirement Plan in LA ($872K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Cohen & Cohen Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 132658414.

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.