Defined Benefit (Pension) · DOL Form 5500 · 2022
Cozen O'connor Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $74,214
- Avg per participant Below avg balance/head
Official DOL plan name: Cozen O'connor Cash Balance Plan a · Sponsored by Cozen O'connor · Pennsylvania · Professional & Technical Services
$14M in assets, 185 participants
Cozen O'connor's Cozen O'connor Cash Balance Plan a reported $14M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,173 in Professional & Technical Services (21,562 peers)
Coverage in Pennsylvania
Cozen O'connor Cash Balance Plan a covers 185 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.
- #15,173
- in Professional & Technical Services (21,562 peers)
- +71.1%
- assets growth YoY
Cozen O'connor Cash Balance Plan a's outsized position by total assets
Cozen O'connor Cash Balance Plan a vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,729,548 Top 29% higher than 71% 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
Cozen O'connor Cash Balance Plan a 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. Cozen O'connor Cash Balance Plan a sits mid-pack in the medium band (185 participants).
Published 5500 schedule card
Filing strip 231732832 · Cozen O'connor PY 2022 · Defined Benefit (Pension)
Cozen O'connor Cash Balance Plan a · $14M · 185 · 71st
- EIN $14M
- RANK 185
- PHOTO 71st
- IND Defined Benefit (Pension)
- EOY near Summit Credit Union Retirement Pension Plan
- 5500 ind #15173
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 Pennsylvania →
Cozen O'connor Cash Balance Plan a in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $6M |
| Employer EIN | 231732832 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cozen O'connor)
Sponsor-wide plan assets over time
All Cozen O'connor plans reported in each filing year
- Latest sponsor-wide plan assets
- $857M 37.558426580269824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 2,516 | $623M |
| 2023 | 5 | 2,690 | $748M |
| 2024 | 5 | 2,930 | $857M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $10.4B · 27,097
- Steelworkers Pension Trust $5.9B · 52,395
- The PNC Financial Services Group, Inc. Pension Plan $5.4B · 63,731
- Constellation Retirement Program $5.4B · 5,314
- The Bank of New York Mellon Corporation Pension Plan $5.0B · 8,098
Cozen O'connor Cash Balance Plan a's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Summit Credit Union Retirement Pension Plan in WI ($14M); by covered participants it is Austin Telco Fcu Retirement Plan in TX (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Summit Credit Union Retirement Pension Plan (WI) $14M · 628
- Washington Athletic Club Employees Retirement Plan (WA) $14M · 31
- Baker & Hostetler Retirement Benefit Enhancement Plan (OH) $14M · 192
- Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 (IL) $14M · 130
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Austin Telco Fcu Retirement Plan (TX) 185 · 0 off
- Chs Inc. Retirement Plan for Union Production Employees (MN) 185 · 0 off
- The Riverbay Corporation Retirement Plan (NY) 185 · 0 off
- Enloe Medical Center Pension Plan (CA) 185 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.