401(k) · DOL Form 5500 · 2022

Cozen Oconnor 401(k) Plan

Data updated 2026-08-25

$562M
Total assets Above avg plan size
1,208
Participants Near avg headcount
98th
Percentile by assets National rank
$465,351
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cozen Oconnor Profit Sharing Plan a · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$562M in assets, 1,208 participants

Cozen Oconnor's Cozen Oconnor Profit Sharing Plan a reported $562M in total assets and 1,208 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,290 in Professional & Technical Services (21,562 peers)

Where Cozen Oconnor Profit Sharing Plan a sits by assets

Cozen Oconnor Profit Sharing Plan a sits in the top 5% of all filed plans by assets, $562M for 1,208 participants (~$465,351/participant), down 18.6% in 2022.

#21,290
in Professional & Technical Services (21,562 peers)
-18.6%
assets change YoY
5.6×
vs typical plan assets (national mean)

The plan reported a net loss of $132M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cozen Oconnor Profit Sharing Plan a's outsized position by total assets

Cozen Oconnor Profit Sharing Plan a vs every filed plan by assets

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

$562,143,601 Top 2% higher than 98% 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

Cozen Oconnor Profit Sharing Plan a's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cozen Oconnor Profit Sharing Plan a lands in the large band (1,208 participants).

Published 5500 schedule card

Filing strip 231732832 · Cozen Oconnor PY 2022 · 401(k)

Cozen Oconnor Profit Sharing Plan a · $562M · 1,208 · 98th

  • BOY $562M
  • SCH 1,208
  • EBSA 98th
  • PART 401(k)
  • TYPE near Signet Jewelers Retirement Savings Plan
  • NET ind #21290

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 Oconnor Profit Sharing Plan a in the asset neighbourhood

Mccain Foods USA, Inc. Retirement PlanMccain Foods USA, Inc. Retir…$563MLpl Financial LLC Profit Sharing 401(k) PlanLpl Financial LLC Profit Sha…$563MCozen Oconnor Profit Sharing Plan aCozen Oconnor Profit Sharing…$562MSignet Jewelers Retirement Savings PlanSignet Jewelers Retirement S…$562MJohn Wiley & Sons, Inc. Employees' Savings PlanJohn Wiley & Sons, Inc. Empl…$562M
End-of-year total assets ($M) among Cozen Oconnor Profit Sharing Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$691M
Net Assets (End of Year)$558M
Net Income-$132M
Employer EIN231732832
Plan Effective Date1971-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cozen Oconnor)

Sponsor-wide plan assets over time

All Cozen Oconnor plans reported in each filing year

Latest sponsor-wide plan assets
$857M 37.558426580269824% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $623M $857M ▲ +37.6%
Year Plans Participants Total Assets
2022 5 2,516 $623M
2023 5 2,690 $748M
2024 5 2,930 $857M

Nearby 401(k) Plans in Pennsylvania

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

Cozen Oconnor Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cozen Oconnor Profit Sharing Plan a, Total assets ($B): 0.562143601 · Participants: 1208Cozen Oconnor Profit Sharing Plan aComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Cozen Oconnor Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Profit Sharing Plan a side-by-side with 3 peers →

Cozen Oconnor Profit Sharing Plan a's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Signet Jewelers Retirement Savings Plan in OH ($562M); by covered participants it is Avison Young (US) 401(k) Plan in IL (1,208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($562M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,208 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 Cozen Oconnor Profit Sharing Plan a assets move in 2022? ▼
Cozen Oconnor Profit Sharing Plan a declined sharply - down 18.6% during 2022, from $691M to $562M. Reported net income was -$132M.
How have Cozen Oconnor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cozen Oconnor's sponsor-wide assets grew 37.6%, from $623M to $857M.
Where does Cozen Oconnor Profit Sharing Plan a rank by assets among Form 5500 filers? ▼
Cozen Oconnor Profit Sharing Plan a ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cozen Oconnor Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Signet Jewelers Retirement Savings Plan in OH ($562M, 25,320 participants).
Which 401(k) plans cover a similar participant headcount to Cozen Oconnor Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Avison Young (US) 401(k) Plan in IL (1,208 participants, $92M 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 231732832.

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.