401(k) · DOL Form 5500 · 2022

Cohesion Capital LLC 401(k) Plan

Data updated 2026-08-25

$331K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$165,632
Avg per participant Above avg balance/head
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Official DOL plan name: Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Cohesion Capital LLC · Rhode Island · Finance & Insurance

$331K in assets, 2 participants

Cohesion Capital LLC's Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust reported $331K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #834 in Finance & Insurance (9,261 peers)

Cohesion Capital LLC multi-year trail

Cohesion Capital LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust at $331K / 2 participants.

#834
in Finance & Insurance (9,261 peers)
-6.2%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$331,264 15th percentile higher than 15% 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

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 453601704 · Cohesion Capital LLC PY 2022 · 401(k)

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust · $331K · 2 · 15th

  • PART $331K
  • TYPE 2
  • NET 15th
  • BOOK 401(k)
  • VS-ST near Foy Properties Retirement Plan
  • BOY ind #834

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 Rhode Island →

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cohesion Capital LLC 401(k) Profit Sharing Plan & TrustCohesion Capital LLC 401(k) …$331KFoy Properties Retirement PlanFoy Properties Retirement Pl…$331KCrest & Son Cement 401(k) and Profit Sharing Plan & TrustCrest & Son Cement 401(k) an…$331KSaturday Morning Western Enterprises Corp 401(k) PlanSaturday Morning Western Ent…$331KN Texas Pb Corp. 401(k) Plan$331K
End-of-year total assets ($M) among Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cohesion Capital LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cohesion Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$465K 40.40553757727975% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.33M $0.47M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 2 $331K
2023 1 2 $403K
2024 1 2 $465K

Cohesion Capital LLC filing trail (2022)

Total Assets (Beginning of Year)$353K
Net Assets (End of Year)$331K
Net Income-$22K
Employer EIN453601704
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000331264 · Participants: 2Cohesion Capital LLC 401(k) Profit Sharing Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Foy Properties Retirement Plan in KY ($331K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.2% during 2022, from $353K to $331K. Reported net income was -$22K.
How have Cohesion Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohesion Capital LLC's sponsor-wide assets grew 40.4%, from $331K to $465K.
Where does Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust ranks in the 15th 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 401(k) plans are similar in size to Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Foy Properties Retirement Plan in KY ($331K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Cohesion Capital LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 453601704.

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.