401(k) · DOL Form 5500 · 2022
Cohen Sequoia Enterprises, Ltd. 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 609
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $80,640
- Avg per participant Below avg balance/head
Official DOL plan name: Cohen & Company, Ltd. Profit Sharing/401(k) Plan · Sponsored by Cohen Sequoia Enterprises, Ltd. · Ohio · Professional & Technical Services
$49M in assets, 609 participants
Cohen Sequoia Enterprises, Ltd.'s Cohen & Company, Ltd. Profit Sharing/401(k) Plan reported $49M in total assets and 609 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #19,166 in Professional & Technical Services (21,562 peers)
Where Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits by assets
Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 609 participants (~$80,640/participant), down 12.2% in 2022.
- #19,166
- in Professional & Technical Services (21,562 peers)
- -12.2%
- assets change YoY
- 0.5×
- 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, Ltd. Profit Sharing/401(k) Plan's outsized position by total assets
Cohen & Company, Ltd. Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$49,109,946 Top 12% higher than 88% 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
Cohen & Company, Ltd. Profit Sharing/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. Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits mid-pack in the medium band (609 participants).
EBSA filing schedule strip
Filing strip 264094604 · Cohen Sequoia Enterprises, Ltd. PY 2022 · 401(k)
Cohen & Company, Ltd. Profit Sharing/401(k) Plan · $49M · 609 · 88th
- VS-ST $49M
- VS-ST 609
- VS-ST 88th
- VS-ST 401(k)
- VS-ST near Local 344 Annuity Fund Plan
- VS-ST ind #19166
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, Ltd. Profit Sharing/401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | -$5M |
| Employer EIN | 264094604 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,089 | $105M |
| 2023 | 3 | 1,121 | $120M |
| 2024 | 3 | 1,251 | $140M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Cohen & Company, Ltd. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Local 344 Annuity Fund Plan in OK ($49M); by covered participants it is Plymouth Tube Company 401(k) Savings Plan and Trust in IL (609 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Local 344 Annuity Fund Plan (OK) $49M · 1,312
- Fitesa 401(k) Retirement Savings Plan (SC) $49M · 638
- Xl Industries 401(k) Plan (CA) $49M · 323
- Virginia Cancer Institute, Inc. Retirement Plan (VA) $49M · 259
Similar participant headcount
Nearest other-state filings by covered participants (609 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.