Profit Sharing · DOL Form 5500 · 2022

Cohen Sequoia Enterprises Ltd. Profit Sharing Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
308
Participants Below avg headcount
87th
Percentile by assets National rank
$141,346
Avg per participant Near avg balance/head
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Official DOL plan name: Cohen & Company 401(k) Psp & Trust (Carve-Out) · Sponsored by Cohen Sequoia Enterprises Ltd. · Ohio · Professional & Technical Services

$44M in assets, 308 participants

Cohen Sequoia Enterprises Ltd.'s Cohen & Company 401(k) Psp & Trust (Carve-Out) reported $44M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,907 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Cohen & Company 401(k) Psp & Trust (Carve-Out) covers 308 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $44M.

#18,907
in Professional & Technical Services (21,562 peers)
-8.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen & Company 401(k) Psp & Trust (Carve-Out)'s outsized position by total assets

Cohen & Company 401(k) Psp & Trust (Carve-Out) vs every filed plan by assets

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

$43,534,645 Top 13% higher than 87% 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 & Company 401(k) Psp & Trust (Carve-Out) 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 & Company 401(k) Psp & Trust (Carve-Out) sits mid-pack in the medium band (308 participants).

DOL schedule card

Filing strip 264094604 · Cohen Sequoia Enterprises Ltd. PY 2022 · Profit Sharing

Cohen & Company 401(k) Psp & Trust (Carve-Out) · $44M · 308 · 87th

  • PCT $44M
  • PCT 308
  • PCT 87th
  • PCT Profit Sharing
  • PCT near Wellons Group, Inc. Profit Sharing Plan and Trust
  • PCT ind #18907

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 Ohio →

Cohen & Company 401(k) Psp & Trust (Carve-Out) in the asset neighbourhood

Ironworkers Local Union 549 and 550 Security PlanIronworkers Local Union 549 …$44MBay Cove Human Services, Inc. 403(b) Savings and Retirement PlanBay Cove Human Services, Inc…$44MCohen & Company 401(k) Psp & Trust (Carve-Out)Cohen & Company 401(k) Psp &…$44MWellons Group, Inc. Profit Sharing Plan and TrustWellons Group, Inc. Profit S…$43MSefcu Profit Sharing Plan$43M
End-of-year total assets ($M) among Cohen & Company 401(k) Psp & Trust (Carve-Out) and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$43M
Net Income-$5M
Employer EIN264094604
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Sequoia Enterprises Ltd.)

Sponsor-wide plan assets over time

All Cohen Sequoia Enterprises Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$140M 34.158064972847725% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $105M $140M ▲ +34.2%
Year Plans Participants Total Assets
2022 3 1,089 $105M
2023 3 1,121 $120M
2024 3 1,251 $140M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cohen & Company 401(k) Psp & Trust (Carve-Out) vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Cohen & Company 401(k) Psp & Trust (Carve-Out), Total assets ($B): 0.043534645 · Participants: 308Cohen & Company 401(k) Psp & Trust (Carve-Out)Cleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Cohen & Company 401(k) Psp & Trust (Carve-Out) vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Cohen & Company 401(k) Psp & Trust (Carve-Out) side-by-side with 3 peers →

Cohen & Company 401(k) Psp & Trust (Carve-Out)'s out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Wellons Group, Inc. Profit Sharing Plan and Trust in WA ($43M); by covered participants it is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. in NY (308 participants). Same-state nearby plans are listed separately above.

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 & Company 401(k) Psp & Trust (Carve-Out) assets move in 2022? ▼
Cohen & Company 401(k) Psp & Trust (Carve-Out) pulled back noticeably - down 8.0% during 2022, from $47M to $44M. Reported net income was -$5M.
How have Cohen Sequoia Enterprises Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Sequoia Enterprises Ltd.'s sponsor-wide assets grew 34.2%, from $105M to $140M.
Where does Cohen & Company 401(k) Psp & Trust (Carve-Out) rank by assets among Form 5500 filers? ▼
Cohen & Company 401(k) Psp & Trust (Carve-Out) ranks in the 87th 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 Profit Sharing plans are similar in size to Cohen & Company 401(k) Psp & Trust (Carve-Out)? ▼
Among Profit Sharing plans in other states, the closest by assets is Wellons Group, Inc. Profit Sharing Plan and Trust in WA ($43M, 178 participants).
Which Profit Sharing plans cover a similar participant headcount to Cohen & Company 401(k) Psp & Trust (Carve-Out)? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of D.a. Collins Construction Company, Inc. in NY (308 participants, $63M 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 264094604.

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.