ESOP · DOL Form 5500 · 2022
Coho Partners, Ltd ESOP
Data updated 2026-08-11
- $18M
- Total assets
- 27
- Participants
- 76th
- Percentile by assets
- $675,655
- Avg per participant
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.
- 76th percentile by assets (of 139,126 plans)
- #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.
- $18M
- total plan assets (2022 EOY)
- 27
- covered participants
- 76th
- percentile by assets (of 139,126 plans)
- $675,655
- avg assets per participant
Coho Partners, Ltd Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Coho Partners, Ltd Employee Stock Ownership Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | -$82K |
| Net Income | $3M |
| Employer EIN | 233004662 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coho Partners, Ltd)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Coho Partners, Ltd Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Coho Partners, Ltd Employee Stock Ownership Plan assets move in 2022? ▼
How have Coho Partners, Ltd plan assets changed over time? ▼
Where does Coho Partners, Ltd Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Coho Partners, Ltd Employee Stock Ownership Plan? ▼
Next read for Coho Partners, Ltd Employee Stock Owners…
Scale reading
Ways to act on Coho Partners, Ltd Employee Stock Ownership Plan's numbers.
- By total assets, Coho Partners, Ltd Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Coho Partners, Ltd's sponsor-wide assets have declined 65.3% since 2022 across 3 plan years on file. More Finance & Insurance plans