401(k) · DOL Form 5500 · 2023

Cohen Weiss and Simon LLP 401(k) Plan

Data updated 2026-08-11

$40M
Total assets: 39
Participants: 83rd
Percentile by assets: $1.0M
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$40M
total plan assets (2023 EOY): 39
covered participants: 83rd
percentile by assets (of 127,072 plans): $1.0M
avg assets per participant

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

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 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 →

State

New York

Industry

Professional & Technical Services

Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs the 2023 asset distribution

By assets, Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$36M
Net Assets (End of Year)	$40M
Net Income	$3M
Employer EIN	131592323
Plan Effective Date	1968-12-18
Filing Status	FILING RECEIVED

Sponsor Plan History (Cohen Weiss and Simon LLP)

Total plan assets by year, all Cohen Weiss and Simon LLP plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Cohen Weiss and Simon LLP 401(k) Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust by total assets, not by location.

Trescal, Inc. Employee 401(k) Plan (MI) $40M · 545
Eurpac Service, Inc. 401(k) Savings Plan (CT) $40M · 411
American College of Physicians, Inc. Defined Contribution Retirement Plan a (PA) $40M · 163
Volpe and Koenig, P.C. Profit Sharing and 401(k) Plan (PA) $40M · 86

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).

Next read for Cohen Weiss and Simon LLP 401(k) Profit …

Scale reading

Ways to act on Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's numbers.

By total assets, Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Cohen Weiss and Simon LLP's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.