401(k) · DOL Form 5500 · 2022

Cohn & Gregory Supply LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
105
Participants Small participant base
54th
Percentile by assets National rank
$55,786
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Cohn & Gregory 401(k) Plan · Sponsored by Cohn & Gregory Supply LLC · Texas · Wholesale Trade

$6M in assets, 105 participants

Cohn & Gregory Supply LLC's Cohn & Gregory 401(k) Plan reported $6M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,896 in Wholesale Trade (6,843 peers)

Coverage in Texas

Cohn & Gregory 401(k) Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,896
in Wholesale Trade (6,843 peers)
-6.6%
assets change YoY

The plan reported a net loss of $417K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohn & Gregory 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Cohn & Gregory 401(k) Plan vs every filed plan by assets

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

$5,857,572 Top 46% higher than 54% 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

Cohn & Gregory 401(k) 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. Cohn & Gregory 401(k) Plan sits mid-pack in the medium band (105 participants).

Form 5500 schedule snapshot

Filing strip 812964097 · Cohn & Gregory Supply LLC PY 2022 · 401(k)

Cohn & Gregory 401(k) Plan · $6M · 105 · 54th

  • PART $6M
  • PART 105
  • PART 54th
  • PART 401(k)
  • PART near National Copper, LLC 401(k) Plan
  • PART ind #2896

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 Wholesale Trade retirement plans → · Plans in Texas →

Cohn & Gregory 401(k) Plan in the asset neighbourhood

Cohn & Gregory 401(k) Plan$6MNational Copper, LLC 401(k) PlanNational Copper, LLC 401(k) …$6MMedical Care 401(k) Plan$6MUS Fitness Holdings, LLC 401(k) Profit Sharing PlanUS Fitness Holdings, LLC 401…$6MDousman Transport Co., Inc. 401(k) PlanDousman Transport Co., Inc. …$6M
End-of-year total assets ($M) among Cohn & Gregory 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$417K
Employer EIN812964097
Plan Effective Date1980-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Cohn & Gregory 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Cohn & Gregory 401(k) Plan, Total assets ($B): 0.005857572 · Participants: 105Cohn & Gregory 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Cohn & Gregory 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cohn & Gregory 401(k) Plan side-by-side with 3 peers →

Cohn & Gregory 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is National Copper, LLC 401(k) Plan in AL ($6M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Cohn & Gregory 401(k) Plan assets move in 2022? ▼
Cohn & Gregory 401(k) Plan pulled back noticeably - down 6.6% during 2022, from $6M to $6M. Reported net income was -$417K.
Which 401(k) plans are similar in size to Cohn & Gregory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Copper, LLC 401(k) Plan in AL ($6M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Cohn & Gregory 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tak Communications Wi LLC 401(k) Plan in SD (105 participants, N/A 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 812964097.

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.