401(k) · DOL Form 5500 · 2022

Jonathan M Cohen LLC 401(k) Plan

Data updated 2026-08-25

$894K
Total assets Small plan by assets
6
Participants Small participant base
24th
Percentile by assets National rank
$149,083
Avg per participant Above avg balance/head
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Official DOL plan name: Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Jonathan M Cohen LLC · Pennsylvania · Professional & Technical Services

$894K in assets, 6 participants

Jonathan M Cohen LLC's Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust reported $894K in total assets and 6 participants 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.

  • #4,327 in Professional & Technical Services (21,562 peers)

Jonathan M Cohen LLC multi-year trail

Jonathan M Cohen LLC's plans moved +52.4% in assets from 2022 to 2024; this filing shows Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust at $894K / 6 participants.

#4,327
in Professional & Technical Services (21,562 peers)
-17.9%
assets change YoY

The plan reported a net loss of $195K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$894,499 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

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and 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. Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 273051581 · Jonathan M Cohen LLC PY 2022 · 401(k)

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust · $894K · 6 · 24th

  • ASSETS $894K
  • PCT 6
  • EIN 24th
  • RANK 401(k)
  • PHOTO near Surveying Services, Inc. 401(k) Profit Sharing Plan
  • IND ind #4327

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 Pennsylvania →

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and TrustJonathan M Cohen LLC 401(k) …$894KSurveying Services, Inc. 401(k) Profit Sharing PlanSurveying Services, Inc. 401…$894KRice Family Holdings, Inc. Retirement PlanRice Family Holdings, Inc. R…$895KCinco Lagos 401(k)$894KThe Critical Thinking Company 401(k) PlanThe Critical Thinking Compan…$895K
End-of-year total assets ($M) among Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jonathan M Cohen LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jonathan M Cohen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.44846556564065% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.89M $1.36M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 6 $894K
2023 1 3 $1M
2024 1 1 $1M

Jonathan M Cohen LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$894K
Net Income-$195K
Employer EIN273051581
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000894499 · Participants: 6Jonathan M Cohen LLC 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Surveying Services, Inc. 401(k) Profit Sharing Plan in TN ($894K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($894K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust declined sharply - down 17.9% during 2022, from $1M to $894K. Reported net income was -$195K.
How have Jonathan M Cohen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan M Cohen LLC's sponsor-wide assets grew 52.4%, from $894K to $1M.
Where does Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust 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 401(k) plans are similar in size to Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Surveying Services, Inc. 401(k) Profit Sharing Plan in TN ($894K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 273051581.

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.