401(k) · DOL Form 5500 · 2022

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
20
Participants Small participant base
75th
Percentile by assets National rank
$867,959
Avg per participant High balance/head
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Official DOL plan name: Cohen, Todd, Kite & Stanford LLC 401(k) Plan · Sponsored by Cohen, Todd, Kite & Stanford, LLC · Ohio · Professional & Technical Services

$17M in assets, 20 participants

Cohen, Todd, Kite & Stanford, LLC's Cohen, Todd, Kite & Stanford LLC 401(k) Plan reported $17M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,173 in Professional & Technical Services (21,562 peers)

Where Cohen, Todd, Kite & Stanford LLC 401(k) Plan sits by assets

Cohen, Todd, Kite & Stanford LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 20 participants (~$867,959/participant), down 12.2% in 2022.

#16,173
in Professional & Technical Services (21,562 peers)
-12.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen, Todd, Kite & Stanford LLC 401(k) Plan's outsized position by total assets

Cohen, Todd, Kite & Stanford LLC 401(k) Plan vs every filed plan by assets

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

$17,359,182 Top 25% higher than 75% 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, Todd, Kite & Stanford LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen, Todd, Kite & Stanford LLC 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 310527214 · Cohen, Todd, Kite & Stanford, LLC PY 2022 · 401(k)

Cohen, Todd, Kite & Stanford LLC 401(k) Plan · $17M · 20 · 75th

  • PCT $17M
  • PCT 20
  • PCT 75th
  • PCT 401(k)
  • PCT near L'occitane, Inc. 401(k) Profit Sharing Plan
  • PCT ind #16173

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, Todd, Kite & Stanford LLC 401(k) Plan in the asset neighbourhood

Cohen, Todd, Kite & Stanford LLC 401(k) PlanCohen, Todd, Kite & Stanford…$17ML'occitane, Inc. 401(k) Profit Sharing PlanL'occitane, Inc. 401(k) Prof…$17MRiver Bank and Trust 401(k) Employee Stock Ownership PlanRiver Bank and Trust 401(k) …$17MXellia Pharmaceuticals 401(k) PlanXellia Pharmaceuticals 401(k…$17MNursery Supplies, Inc. 401(k) Profit Sharing PlanNursery Supplies, Inc. 401(k…$17M
End-of-year total assets ($M) among Cohen, Todd, Kite & Stanford LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN310527214
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen, Todd, Kite & Stanford, LLC)

Sponsor-wide plan assets over time

All Cohen, Todd, Kite & Stanford, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.299121467820314% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22.3M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 20 $17M
2023 1 18 $19M
2024 1 18 $22M

Nearby 401(k) Plans in Ohio

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

Cohen, Todd, Kite & Stanford LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cohen, Todd, Kite & Stanford LLC 401(k) Plan, Total assets ($B): 0.017359182 · Participants: 20Cohen, Todd, Kite & Stanford LLC 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Cohen, Todd, Kite & Stanford LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cohen, Todd, Kite & Stanford LLC 401(k) Plan side-by-side with 3 peers →

Cohen, Todd, Kite & Stanford LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is L'occitane, Inc. 401(k) Profit Sharing Plan in NY ($17M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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, Todd, Kite & Stanford LLC 401(k) Plan assets move in 2022? ▼
Cohen, Todd, Kite & Stanford LLC 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $20M to $17M. Reported net income was -$2M.
How have Cohen, Todd, Kite & Stanford, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen, Todd, Kite & Stanford, LLC's sponsor-wide assets grew 28.3%, from $17M to $22M.
Where does Cohen, Todd, Kite & Stanford LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Cohen, Todd, Kite & Stanford LLC 401(k) Plan ranks in the 75th 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 401(k) plans are similar in size to Cohen, Todd, Kite & Stanford LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L'occitane, Inc. 401(k) Profit Sharing Plan in NY ($17M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Cohen, Todd, Kite & Stanford LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 310527214.

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.