ESOP · DOL Form 5500 · 2022

Coho Partners, Ltd ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
27
Participants Small participant base
76th
Percentile by assets National rank
$675,655
Avg per participant High balance/head
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Official DOL plan name: Coho Partners, Ltd Employee Stock Ownership Plan · Sponsored by Coho Partners, Ltd · Pennsylvania · Finance & Insurance

$18M in assets, 27 participants

Coho Partners, Ltd's Coho Partners, Ltd Employee Stock Ownership Plan reported $18M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,733 in Finance & Insurance (9,261 peers)

Where Coho Partners, Ltd Employee Stock Ownership Plan sits by assets

Coho Partners, Ltd Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $18M for 27 participants (~$675,655/participant), up 1.2% in 2022.

#5,733
in Finance & Insurance (9,261 peers)
+1.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Coho Partners, Ltd Employee Stock Ownership Plan's outsized position by total assets

Coho Partners, Ltd Employee Stock Ownership Plan vs every filed plan by assets

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

$18,242,692 Top 24% higher than 76% 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

Coho Partners, Ltd Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coho Partners, Ltd Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 233004662 · Coho Partners, Ltd PY 2022 · ESOP

Coho Partners, Ltd Employee Stock Ownership Plan · $18M · 27 · 76th

  • IND $18M
  • IND 27
  • IND 76th
  • IND ESOP
  • IND near Dks Associates Employee Stock Ownership Plan & Trust
  • IND ind #5733

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 What is an ESOP? → · Plans in Pennsylvania →

Coho Partners, Ltd Employee Stock Ownership Plan in the asset neighbourhood

Centrol, Inc. Restated Employee Stock Ownership Plan & TrustCentrol, Inc. Restated Emplo…$18MPacific States Petroleum Employee Stock Ownership PlanPacific States Petroleum Emp…$18MAgricultural Services, Inc. Employee Stock Ownership PlanAgricultural Services, Inc. …$18MDks Associates Employee Stock Ownership Plan & TrustDks Associates Employee Stoc…$18MCoho Partners, Ltd Employee Stock Ownership PlanCoho Partners, Ltd Employee …$18M
End-of-year total assets ($M) among Coho Partners, Ltd Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)-$82K
Net Income$3M
Employer EIN233004662
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coho Partners, Ltd)

Sponsor-wide plan assets over time

All Coho Partners, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$6M 65.28307883507544% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $18.2M $6.33M ▼ -65.3%
Year Plans Participants Total Assets
2022 1 27 $18M
2023 1 26 $14M
2024 1 28 $6M

Nearby ESOP Plans in Pennsylvania

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

Coho Partners, Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Coho Partners, Ltd Employee Stock Ownership Plan, Total assets ($B): 0.018242692 · Participants: 27Coho Partners, Ltd Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Coho Partners, Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Coho Partners, Ltd Employee Stock Ownership Plan side-by-side with 3 peers →

Coho Partners, Ltd Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Dks Associates Employee Stock Ownership Plan & Trust in OR ($18M); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.

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 Coho Partners, Ltd Employee Stock Ownership Plan assets move in 2022? ▼
Coho Partners, Ltd Employee Stock Ownership Plan edged up modestly - up 1.2% during 2022, from $18M to $18M. Reported net income was $3M.
How have Coho Partners, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coho Partners, Ltd's sponsor-wide assets declined 65.3%, from $18M to $6M.
Where does Coho Partners, Ltd Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Coho Partners, Ltd Employee Stock Ownership Plan ranks in the 76th 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 ESOP plans are similar in size to Coho Partners, Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dks Associates Employee Stock Ownership Plan & Trust in OR ($18M, 132 participants).
Which ESOP plans cover a similar participant headcount to Coho Partners, Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants, N/A 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 233004662.

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.