401(k) · DOL Form 5500 · 2023

Holly Cohen, P.a. 401(k) Plan

Data updated 2026-08-25

$52K
Total assets Small plan by assets
2
Participants Small participant base
4th
Percentile by assets National rank
$26,139
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Holly Cohen, PA 401(k) Profit Sharing Plan · Sponsored by Holly Cohen, P.a. · Florida · Professional & Technical Services

$52K in assets, 2 participants

Holly Cohen, P.a.'s Holly Cohen, PA 401(k) Profit Sharing Plan reported $52K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #710 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Holly Cohen, PA 401(k) Profit Sharing Plan holds $52K for 2 participants - about $26,139 per participant, among the smaller plans by assets on file.

#710
in Professional & Technical Services (20,321 peers)
+0.3%
assets growth YoY

Holly Cohen, PA 401(k) Profit Sharing Plan among the smaller filed plans by assets

Holly Cohen, PA 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$52,278 4th percentile higher than 4% of 127,068 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 2023

Holly Cohen, PA 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holly Cohen, PA 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Holly Cohen, PA 401(k) Profit Sharing Plan reported net income rose from $48 in the plan year 2022 filing to $144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 650788667 · Holly Cohen, P.a. PY 2023 · 401(k)

Holly Cohen, PA 401(k) Profit Sharing Plan · $52K · 2 · 4th

  • PCT $52K
  • EIN 2
  • RANK 4th
  • PHOTO 401(k)
  • IND near Saroj Edu, Inc. 401(k) Profit Sharing Plan
  • EOY ind #710

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 Florida →

Holly Cohen, PA 401(k) Profit Sharing Plan in the asset neighbourhood

Holly Cohen, PA 401(k) Profit Sharing PlanHolly Cohen, PA 401(k) Profi…$52KSaroj Edu, Inc. 401(k) Profit Sharing PlanSaroj Edu, Inc. 401(k) Profi…$52KGp Holdings Inc. 401(k) Plan$52KC Menter Corporation 401(k) Profit Sharing PlanC Menter Corporation 401(k) …$52KBreakaway Team, Inc. 401(k) PlanBreakaway Team, Inc. 401(k) …$52K
End-of-year total assets ($M) among Holly Cohen, PA 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$52K
Net Assets (End of Year)$52K
Net Income$144
Employer EIN650788667
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holly Cohen, P.a.)

Sponsor-wide plan assets over time

All Holly Cohen, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$54K 3.180266237004642% vs 2022
2024 filing year
$0.05M 202220232024 $0.05M $0.05M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $52K
2023 1 2 $52K
2024 1 1 $54K

Nearby 401(k) Plans in Florida

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

Holly Cohen, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Holly Cohen, PA 401(k) Profit Sharing Plan, Total assets ($B): 0.000052278 · Participants: 2Holly Cohen, PA 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Holly Cohen, PA 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Holly Cohen, PA 401(k) Profit Sharing Plan side-by-side with 3 peers →

Holly Cohen, PA 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Saroj Edu, Inc. 401(k) Profit Sharing Plan in CA ($52K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Holly Cohen, PA 401(k) Profit Sharing Plan assets move in 2023? ▼
Holly Cohen, PA 401(k) Profit Sharing Plan held essentially flat - up 0.3% during 2023, from $52K to $52K. Reported net income was $144.
How have Holly Cohen, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holly Cohen, P.a.'s sponsor-wide assets grew 3.2%, from $52K to $54K.
Where does Holly Cohen, PA 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Holly Cohen, PA 401(k) Profit Sharing Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Holly Cohen, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saroj Edu, Inc. 401(k) Profit Sharing Plan in CA ($52K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Holly Cohen, PA 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650788667.

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.