Profit Sharing · DOL Form 5500 · 2022
Cozen Oconnor Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 712
- Participants
- 74th
- Percentile by assets
- $23,279
- Avg per participant
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.
- 74th percentile by assets (of 139,126 plans)
- #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.
- $17M
- total plan assets (2022 EOY)
- 712
- covered participants
- 74th
- percentile by assets (of 139,126 plans)
- $23,279
- avg assets per participant
Cozen Oconnor across 3 plan years on file
Across the 3 plan years Cozen Oconnor has on file (2022-2024), sponsor-wide plan assets have moved from $623M to $857M, a gain of 37.6%, while reported participants moved from 2,516 to 2,930 (+16.5%). Peak year by sponsor assets: 2024 ($857M); trough: 2022 ($623M).
Cozen Oconnor multi-year asset trail
| 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 EIN | 231732832 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING 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
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cozen Oconnor Profit Sharing Plan B by total assets, not by location.
Frequently Asked Questions
How did Cozen Oconnor Profit Sharing Plan B assets move in 2022? ▼
How have Cozen Oconnor plan assets changed over time? ▼
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Next read for Cozen Oconnor Profit Sharing Plan B
Multi-year trail
Ways to act on Cozen Oconnor Profit Sharing Plan B's numbers.
- By total assets, Cozen Oconnor Profit Sharing Plan B ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Cozen Oconnor's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans