Profit Sharing · DOL Form 5500 · 2022

Cozen Oconnor Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
712
Participants Below avg headcount
74th
Percentile by assets National rank
$23,279
Avg per participant Low balance/head
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Official DOL plan name: Cozen Oconnor Profit Sharing Plan B · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$17M in assets, 712 participants

Cozen Oconnor's Cozen Oconnor Profit Sharing Plan B reported $17M in total assets and 712 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,961 in Professional & Technical Services (21,562 peers)

Cozen Oconnor multi-year trail

Cozen Oconnor's plans moved +37.6% in assets from 2022 to 2024; this filing shows Cozen Oconnor Profit Sharing Plan B at $17M / 712 participants.

#15,961
in Professional & Technical Services (21,562 peers)
+102.8%
assets growth YoY

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

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

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

$16,574,725 Top 26% higher than 74% 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 B 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 Oconnor Profit Sharing Plan B sits mid-pack in the medium band (712 participants).

Form 5500 schedule snapshot

Filing strip 231732832 · Cozen Oconnor PY 2022 · Profit Sharing

Cozen Oconnor Profit Sharing Plan B · $17M · 712 · 74th

  • SCH $17M
  • EBSA 712
  • PART 74th
  • TYPE Profit Sharing
  • NET near Plaza Provision Company Profit Sharing Plan
  • BOOK ind #15961

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 B in the asset neighbourhood

The Village for Families & Children, Inc. 403(b)DC PlanThe Village for Families & C…$17MCozen Oconnor Profit Sharing Plan BCozen Oconnor Profit Sharing…$17MPlaza Provision Company Profit Sharing PlanPlaza Provision Company Prof…$17MPalmer Lutheran Health Center, Inc. 403(b) PlanPalmer Lutheran Health Cente…$17MUricchio, Howe & Krell, P. a. Profit Sharing PlanUricchio, Howe & Krell, P. a…$17M
End-of-year total assets ($M) among Cozen Oconnor Profit Sharing Plan B and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Cozen Oconnor multi-year asset trail

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

Cozen Oconnor filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$17M
Net Income$8M
Employer EIN231732832
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cozen Oconnor Profit Sharing Plan B vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Cozen Oconnor Profit Sharing Plan B, Total assets ($B): 0.016574725 · Participants: 712Cozen Oconnor Profit Sharing Plan BEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Cozen Oconnor Profit Sharing Plan B vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Profit Sharing Plan B side-by-side with 3 peers →

Cozen Oconnor Profit Sharing Plan B's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Plaza Provision Company Profit Sharing Plan in PR ($17M); by covered participants it is Laborers Local 231 Annuity Fund in IL (711 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (712 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 B assets move in 2022? ▼
Cozen Oconnor Profit Sharing Plan B surged - up 102.8% during 2022, from $8M to $17M. Reported net income was $8M.
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.
Which Profit Sharing plans are similar in size to Cozen Oconnor Profit Sharing Plan B? ▼
Among Profit Sharing plans in other states, the closest by assets is Plaza Provision Company Profit Sharing Plan in PR ($17M, 569 participants).
Which Profit Sharing plans cover a similar participant headcount to Cozen Oconnor Profit Sharing Plan B? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Laborers Local 231 Annuity Fund in IL (711 participants, $32M 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.