401(k) · DOL Form 5500 · 2023

Jonathan M Cohen LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
25th
Percentile by assets National rank
$375,373
Avg per participant High balance/head
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Official DOL plan name: Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Jonathan M Cohen LLC · Pennsylvania · Professional & Technical Services

$1M in assets, 3 participants

Jonathan M Cohen LLC's Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,062 in Professional & Technical Services (20,321 peers)

Jonathan M Cohen LLC multi-year trail

Jonathan M Cohen LLC's plans moved +52.4% in assets from 2022 to 2024; this filing shows Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust at $1M / 3 participants.

#4,062
in Professional & Technical Services (20,321 peers)
+25.9%
assets growth YoY

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,126,120 25th percentile higher than 25% 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

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$195K in the plan year 2022 filing to $232K in the plan year 2023 filing.
  • Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 6 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $894K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273051581 · Jonathan M Cohen LLC PY 2023 · 401(k)

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust · $1M · 3 · 25th

  • EBSA $1M
  • PART 3
  • TYPE 25th
  • NET 401(k)
  • BOOK near Blue Ridge Venture Enterprises, Inc. 401(k) Plan
  • VS-ST ind #4062

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 Pennsylvania →

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and TrustJonathan M Cohen LLC 401(k) …$1MBlue Ridge Venture Enterprises, Inc. 401(k) PlanBlue Ridge Venture Enterpris…$1MElmira Heat Treating 401(k) Retirement PlanElmira Heat Treating 401(k) …$1MCapital Stoneworks 401(k) Retirement PlanCapital Stoneworks 401(k) Re…$1MRadiant Plumbing Service, Inc. 401(k) PlanRadiant Plumbing Service, In…$1M
End-of-year total assets ($M) among Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jonathan M Cohen LLC multi-year asset trail

Sponsor-wide plan assets over time

All Jonathan M Cohen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 52.44846556564065% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.89M $1.36M ▲ +52.8%
Year Plans Participants Total Assets
2022 1 6 $894K
2023 1 3 $1M
2024 1 1 $1M

Jonathan M Cohen LLC filing trail (2023)

Total Assets (Beginning of Year)$894K
Net Assets (End of Year)$1M
Net Income$232K
Employer EIN273051581
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00112612 · Participants: 3Jonathan M Cohen LLC 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Blue Ridge Venture Enterprises, Inc. 401(k) Plan in SC ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 25.9% during 2023, from $894K to $1M. Reported net income was $232K.
How have Jonathan M Cohen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan M Cohen LLC's sponsor-wide assets grew 52.4%, from $894K to $1M.
Where does Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blue Ridge Venture Enterprises, Inc. 401(k) Plan in SC ($1M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 273051581.

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.