Profit Sharing · DOL Form 5500 · 2023

Cohen & Cohen Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$913,816
Avg per participant High balance/head
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Official DOL plan name: Cohen & Cohen Self Employed Profit Sharing Plan · Sponsored by Cohen & Cohen Profit Sharing Plan · New York · Professional & Technical Services

$914K in assets, 1 participants

Cohen & Cohen Profit Sharing Plan's Cohen & Cohen Self Employed Profit Sharing Plan reported $914K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,643 in Professional & Technical Services (20,321 peers)

Cohen & Cohen Profit Sharing Plan multi-year trail

Cohen & Cohen Profit Sharing Plan's plans moved +13.0% in assets from 2022 to 2024; this filing shows Cohen & Cohen Self Employed Profit Sharing Plan at $914K / 1 participant.

#3,643
in Professional & Technical Services (20,321 peers)
+4.8%
assets growth YoY

Cohen & Cohen Self Employed Profit Sharing Plan among the smaller filed plans by assets

Cohen & Cohen Self Employed Profit Sharing Plan vs every filed plan by assets

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

$913,816 23rd percentile higher than 23% 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 & Cohen Self Employed 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. Cohen & Cohen Self Employed Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen & Cohen Self Employed Profit Sharing Plan reported net income rose from -$137K in the plan year 2022 filing to $41K in the plan year 2023 filing.
  • Cohen & Cohen Self Employed Profit Sharing Plan end-of-year assets rose from $872K in the plan year 2022 filing to $914K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132658414 · Cohen & Cohen Profit Sharing Plan PY 2023 · Profit Sharing

Cohen & Cohen Self Employed Profit Sharing Plan · $914K · 1 · 23rd

  • EBSA $914K
  • PART 1
  • TYPE 23rd
  • NET Profit Sharing
  • BOOK near David G. Hagenbuch Profit Sharing Plan
  • VS-ST ind #3643

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 & Cohen Self Employed Profit Sharing Plan in the asset neighbourhood

Cohen & Cohen Self Employed Profit Sharing PlanCohen & Cohen Self Employed …$914KDavid G. Hagenbuch Profit Sharing PlanDavid G. Hagenbuch Profit Sh…$914KRam Enterprises, Inc. Retirement Savings PlanRam Enterprises, Inc. Retire…$914KCam Management Inc. Retirement PlanCam Management Inc. Retireme…$913KL. Moreno & Y. Davila Profit Sharing Retirement PlanL. Moreno & Y. Davila Profit…$913K
End-of-year total assets ($M) among Cohen & Cohen Self Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Cohen & Cohen Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Cohen & Cohen Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$986K 12.974647267324826% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M$1.05M 202220232024 $0.87M $0.99M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 1 $872K
2023 1 1 $914K
2024 1 1 $986K

Cohen & Cohen Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$872K
Net Assets (End of Year)$914K
Net Income$41K
Employer EIN132658414
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cohen & Cohen Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Cohen & Cohen Self Employed Profit Sharing Plan, Total assets ($B): 0.000913816 · Participants: 1Cohen & Cohen Self Employed Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Cohen & Cohen Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Cohen & Cohen Self Employed Profit Sharing Plan side-by-side with 3 peers →

Cohen & Cohen Self Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is David G. Hagenbuch Profit Sharing Plan in IL ($914K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 & Cohen Self Employed Profit Sharing Plan assets move in 2023? ▼
Cohen & Cohen Self Employed Profit Sharing Plan edged up modestly - up 4.8% during 2023, from $872K to $914K. Reported net income was $41K.
How have Cohen & Cohen Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen & Cohen Profit Sharing Plan's sponsor-wide assets grew 13.0%, from $872K to $986K.
Where does Cohen & Cohen Self Employed Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cohen & Cohen Self Employed Profit Sharing Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Cohen & Cohen Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David G. Hagenbuch Profit Sharing Plan in IL ($914K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Cohen & Cohen Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 132658414.

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.