ESOP · DOL Form 5500 · 2022

Cohen Ventures, Inc Dba Energy Solutions ESOP

Data updated 2026-08-25

$33M
Total assets Below avg plan size
231
Participants Below avg headcount
84th
Percentile by assets National rank
$142,994
Avg per participant Near avg balance/head
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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.

  • #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.

#18,241
in Professional & Technical Services (21,562 peers)
+35.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's outsized position by total assets

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$33,031,592 Top 16% higher than 84% 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

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (231 participants).

Plan-year Form 5500 strip

Filing strip 943374199 · Cohen Ventures, Inc Dba Energy Solutions PY 2022 · ESOP

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan · $33M · 231 · 84th

  • BOY $33M
  • SCH 231
  • EBSA 84th
  • PART ESOP
  • TYPE near Chasse Enterprises, Inc Employee Stock Ownership Plan
  • NET ind #18241

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 California →

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in the asset neighbourhood

Basden Steel Corp Employee Stock Ownership PlanBasden Steel Corp Employee S…$33MAero Bridgeworks, Inc. Employee Stock Ownership PlanAero Bridgeworks, Inc. Emplo…$33MChasse Enterprises, Inc Employee Stock Ownership PlanChasse Enterprises, Inc Empl…$33MCohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership PlanCohen Ventures, Inc. Dba Ene…$33MElectronic Theatre Controls, Inc. Employee Stock Ownership PlanElectronic Theatre Controls,…$33M
End-of-year total assets ($M) among Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$31M
Net Income$8M
Employer EIN943374199
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Ventures, Inc Dba Energy Solutions)

Sponsor-wide plan assets over time

All Cohen Ventures, Inc Dba Energy Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$117M 103.8854914414801% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $57.2M $117M ▲ +103.9%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan, Total assets ($B): 0.033031592 · Participants: 231Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Chasse Enterprises, Inc Employee Stock Ownership Plan in AZ ($33M); by covered participants it is Ohio Valley Banc Corp Employee Stock Ownership Plan in OH (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan assets move in 2022? ▼
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan surged - up 35.6% during 2022, from $24M to $33M. Reported net income was $8M.
How have Cohen Ventures, Inc Dba Energy Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Ventures, Inc Dba Energy Solutions's sponsor-wide assets grew 103.9%, from $57M to $117M.
Where does Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan ranks in the 84th 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 Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chasse Enterprises, Inc Employee Stock Ownership Plan in AZ ($33M, 147 participants).
Which ESOP plans cover a similar participant headcount to Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ohio Valley Banc Corp Employee Stock Ownership Plan in OH (231 participants, $9M 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 943374199.

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.