401(k) · DOL Form 5500 · 2023

Cohen Weiss and Simon LLP 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
39
Participants Small participant base
83rd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Cohen Weiss and Simon LLP · New York · Professional & Technical Services

$40M in assets, 39 participants

Cohen Weiss and Simon LLP's Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported $40M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,002 in Professional & Technical Services (20,321 peers)

Where Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust sits by assets

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $40M for 39 participants (~$1.0M/participant), up 8.5% in 2023.

#17,002
in Professional & Technical Services (20,321 peers)
+8.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$39,575,246 Top 17% higher than 83% 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

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported participants fell from 40 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131592323 · Cohen Weiss and Simon LLP PY 2023 · 401(k)

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust · $40M · 39 · 83rd

  • RANK $40M
  • RANK 39
  • RANK 83rd
  • RANK 401(k)
  • RANK near Trescal, Inc. Employee 401(k) Plan
  • RANK ind #17002

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 New York →

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & TrustCohen Weiss and Simon LLP 40…$40MTrescal, Inc. Employee 401(k) PlanTrescal, Inc. Employee 401(k…$40MEurpac Service, Inc. 401(k) Savings PlanEurpac Service, Inc. 401(k) …$40MAmerican College of Physicians, Inc. Defined Contribution Retirement Plan aAmerican College of Physicia…$40MVolpe and Koenig, P.C. Profit Sharing and 401(k) PlanVolpe and Koenig, P.C. Profi…$40M
End-of-year total assets ($M) among Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN131592323
Plan Effective Date1968-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Weiss and Simon LLP)

Sponsor-wide plan assets over time

All Cohen Weiss and Simon LLP plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.01148086303549% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36.5M $46.3M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 40 $36M
2023 1 39 $40M
2024 1 45 $46M

Nearby 401(k) Plans in New York

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

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.039575246 · Participants: 39Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Trescal, Inc. Employee 401(k) Plan in MI ($40M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 8.5% during 2023, from $36M to $40M. Reported net income was $3M.
How have Cohen Weiss and Simon LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Weiss and Simon LLP's sponsor-wide assets grew 27.0%, from $36M to $46M.
Where does Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trescal, Inc. Employee 401(k) Plan in MI ($40M, 545 participants).
Which 401(k) plans cover a similar participant headcount to Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (39 participants, $4M 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 131592323.

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.