401(k) · DOL Form 5500 · 2022
David S. Cohen 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $421,135
- Avg per participant High balance/head
Official DOL plan name: David S. Cohen 401(k) Profit Sharing Plan · Sponsored by David S. Cohen · Texas · Finance & Insurance
$3M in assets, 6 participants
David S. Cohen's David S. Cohen 401(k) Profit Sharing Plan reported $3M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #2,339 in Finance & Insurance (9,261 peers)
David S. Cohen multi-year trail
David S. Cohen's plans moved +41.9% in assets from 2022 to 2024; this filing shows David S. Cohen 401(k) Profit Sharing Plan at $3M / 6 participants.
- #2,339
- in Finance & Insurance (9,261 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $478K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David S. Cohen 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
David S. Cohen 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,526,809 37th percentile higher than 37% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
David S. Cohen 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David S. Cohen 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 760372017 · David S. Cohen PY 2022 · 401(k)
David S. Cohen 401(k) Profit Sharing Plan · $3M · 6 · 37th
- ASSETS $3M
- PCT 6
- EIN 37th
- RANK 401(k)
- PHOTO near Wellington Imaging Associates 401(k) and Profit Sharing Plan
- IND ind #2339
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 Finance & Insurance retirement plans → · Plans in Texas →
David S. Cohen 401(k) Profit Sharing Plan in the asset neighbourhood
David S. Cohen multi-year asset trail
Sponsor-wide plan assets over time
All David S. Cohen plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 41.94290110570289% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 6 | $4M |
David S. Cohen filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$478K |
| Employer EIN | 760372017 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
David S. Cohen 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Wellington Imaging Associates 401(k) and Profit Sharing Plan in FL ($3M); by covered participants it is Forde Ocean Inc Retirement Plan in FL (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M 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.