Defined Benefit (Pension) · DOL Form 5500 · 2022

Cohen Sequoia Enterprises, Ltd Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
172
Participants Small participant base
68th
Percentile by assets National rank
$69,814
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cohen & Company Cash Balance Plan · Sponsored by Cohen Sequoia Enterprises, Ltd · Ohio · Professional & Technical Services

$12M in assets, 172 participants

Cohen Sequoia Enterprises, Ltd's Cohen & Company Cash Balance Plan reported $12M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,605 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Cohen & Company Cash Balance Plan covers 172 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#14,605
in Professional & Technical Services (21,562 peers)
+13.5%
assets growth YoY

Cohen & Company Cash Balance Plan's outsized position by total assets

Cohen & Company Cash Balance Plan vs every filed plan by assets

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

$12,007,956 Top 32% higher than 68% 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 Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (172 participants).

DOL schedule card

Filing strip 264094604 · Cohen Sequoia Enterprises, Ltd PY 2022 · Defined Benefit (Pension)

Cohen & Company Cash Balance Plan · $12M · 172 · 68th

  • ASSETS $12M
  • ASSETS 172
  • ASSETS 68th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Houston Area Teamsters Pension Fund
  • ASSETS ind #14605

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 Cash Balance Plan in the asset neighbourhood

The Wicor Americas Group Pension PlanThe Wicor Americas Group Pen…$12MCohen & Company Cash Balance PlanCohen & Company Cash Balance…$12MHouston Area Teamsters Pension FundHouston Area Teamsters Pensi…$12MSalaried Employees Pension Plan of Toledo Technologies, Inc.Salaried Employees Pension P…$12MKerr Group, Inc. Retirement Income Plan IKerr Group, Inc. Retirement …$12M
End-of-year total assets ($M) among Cohen & Company Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
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 Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cohen & Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Cohen & Company Cash Balance Plan, Total assets ($B): 0.012007956 · Participants: 172Cohen & Company Cash Balance PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Cohen & Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Cohen & Company Cash Balance Plan side-by-side with 3 peers →

Cohen & Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Houston Area Teamsters Pension Fund in TX ($12M); by covered participants it is Southwest Marine Pension Trust in CA (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 & Company Cash Balance Plan assets move in 2022? ▼
Cohen & Company Cash Balance Plan grew at a solid clip - up 13.5% during 2022, from $11M to $12M. Reported net income was $1M.
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.
Which Defined Benefit (Pension) plans are similar in size to Cohen & Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Houston Area Teamsters Pension Fund in TX ($12M, 77 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cohen & Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwest Marine Pension Trust in CA (172 participants, $39M 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.