401(k) · DOL Form 5500 · 2022

Cohen Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
342
Participants Below avg headcount
75th
Percentile by assets National rank
$50,826
Avg per participant Low balance/head
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Official DOL plan name: Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust · Sponsored by Cohen Holdings, Inc. · Ohio · Retail Trade

$17M in assets, 342 participants

Cohen Holdings, Inc.'s Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported $17M in total assets and 342 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.

  • #8,069 in Retail Trade (9,519 peers)

Coverage in Ohio

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust covers 342 participants in Ohio, about 45% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#8,069
in Retail Trade (9,519 peers)
-20.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$17,382,344 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 Holdings, Inc. Profit Sharing 401(k) Plan and Trust 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. Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (342 participants).

Form 5500 schedule snapshot

Filing strip 611649510 · Cohen Holdings, Inc. PY 2022 · 401(k)

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust · $17M · 342 · 75th

  • TYPE $17M
  • NET 342
  • BOOK 75th
  • VS-ST 401(k)
  • BOY near Glenmark Pharmaceuticals, Inc. 401(k) Plan
  • SCH ind #8069

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 Retail Trade retirement plans → · Plans in Ohio →

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustCohen Holdings, Inc. Profit …$17MGlenmark Pharmaceuticals, Inc. 401(k) PlanGlenmark Pharmaceuticals, In…$17MShine Technologies 401(k) PlanShine Technologies 401(k) Pl…$17MCampers Inn, Inc. 401(k) Profit Sharing Plan and TrustCampers Inn, Inc. 401(k) Pro…$17MBiehle Electric, Inc. 401(k) Profit Sharing PlanBiehle Electric, Inc. 401(k)…$17M
End-of-year total assets ($M) among Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$17M
Net Income-$4M
Employer EIN611649510
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Holdings, Inc.)

Sponsor-wide plan assets over time

All Cohen Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.67383938552821% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.4M $20.6M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 342 $17M
2023 1 355 $19M
2024 1 337 $21M

Nearby 401(k) Plans in Ohio

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

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.017382344 · Participants: 342Cohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustThe 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 Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Glenmark Pharmaceuticals, Inc. 401(k) Plan in NJ ($17M); by covered participants it is Culinaire 401(k) Plan in TX (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Holdings, Inc. Profit Sharing 401(k) Plan and Trust assets move in 2022? ▼
Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust declined sharply - down 20.1% during 2022, from $22M to $17M. Reported net income was -$4M.
How have Cohen Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Holdings, Inc.'s sponsor-wide assets grew 18.7%, from $17M to $21M.
Where does Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust 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 Holdings, Inc. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Glenmark Pharmaceuticals, Inc. 401(k) Plan in NJ ($17M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Culinaire 401(k) Plan in TX (342 participants, $8M 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 611649510.

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.