ESOP · DOL Form 5500 · 2022
Cohen Ventures, Inc Dba Energy Solutions ESOP
Data updated 2026-08-11
- $33M
- Total assets
- 231
- Participants
- 84th
- Percentile by assets
- $142,994
- Avg per participant
Official DOL plan name: Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan · Sponsored by Cohen Ventures, Inc Dba Energy Solutions · California · Professional & Technical Services
$33M in assets, 231 participants
Cohen Ventures, Inc Dba Energy Solutions's Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported $33M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 139,126 plans)
- #18,241 in Professional & Technical Services (21,562 peers)
Coverage in California
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan covers 231 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $33M.
- $33M
- total plan assets (2022 EOY)
- 231
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $142,994
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reports 231 participants - about 37% of that state average ($33M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $8M |
| Employer EIN | 943374199 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen Ventures, Inc Dba Energy Solutions)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 450 | $57M |
| 2023 | 2 | 696 | $84M |
| 2024 | 2 | 941 | $117M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Where does Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Cohen Ventures, Inc. Dba Energy Solution…
Filing takeaways
Ways to act on Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's numbers.
- By total assets, Cohen Ventures, Inc. Dba Energy Solutions 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 California. Compare plans
- Cohen Ventures, Inc Dba Energy Solutions's sponsor-wide assets have grown 103.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans