401(k) · DOL Form 5500 · 2023

Franklin County Historical Society Dba Cosi 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
80
Participants Small participant base
58th
Percentile by assets National rank
$120,788
Avg per participant Near avg balance/head
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Official DOL plan name: The Retirement Plan for the Team Members of Cosi · Sponsored by Franklin County Historical Society Dba Cosi · Ohio · Arts, Entertainment & Recreation

$10M in assets, 80 participants

Franklin County Historical Society Dba Cosi's The Retirement Plan for the Team Members of Cosi reported $10M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #2,170 in Arts, Entertainment & Recreation (2,945 peers)

Franklin County Historical Society Dba Cosi multi-year trail

Franklin County Historical Society Dba Cosi's plans moved +53.1% in assets from 2022 to 2024; this filing shows The Retirement Plan for the Team Members of Cosi at $10M / 80 participants.

#2,170
in Arts, Entertainment & Recreation (2,945 peers)
+24.9%
assets growth YoY

The Retirement Plan for the Team Members of Cosi's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Retirement Plan for the Team Members of Cosi vs every filed plan by assets

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

$9,663,041 Top 42% higher than 58% 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

The Retirement Plan for the Team Members of Cosi among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for the Team Members of Cosi is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan for the Team Members of Cosi reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Retirement Plan for the Team Members of Cosi end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 314383802 · Franklin County Historical Society Dba Cosi PY 2023 · 401(k)

The Retirement Plan for the Team Members of Cosi · $10M · 80 · 58th

  • EBSA $10M
  • EBSA 80
  • EBSA 58th
  • EBSA 401(k)
  • EBSA near Acorn Distributors, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #2170

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

The Retirement Plan for the Team Members of Cosi in the asset neighbourhood

The Retirement Plan for the Team Members of CosiThe Retirement Plan for the …$10MAcorn Distributors, Inc. 401(k) Profit Sharing PlanAcorn Distributors, Inc. 401…$10MCollins Plumbing, Inc. Prevailing Wage 401(k)Employee Stock Ownership PlanCollins Plumbing, Inc. Preva…$10MNashua Radiology, P.a. Profit Sharing Plan and TrustNashua Radiology, P.a. Profi…$10MP&s Investment Company, Lcl Bulk Transport, Hfcs Transport, and Morristown Express Employees Profit Sharing & Savings PlanP&s Investment Company, Lcl …$10M
End-of-year total assets ($M) among The Retirement Plan for the Team Members of Cosi and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Franklin County Historical Society Dba Cosi multi-year asset trail

Sponsor-wide plan assets over time

All Franklin County Historical Society Dba Cosi plans reported in each filing year

Latest sponsor-wide plan assets
$12M 53.072618691258874% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.73M $11.8M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 80 $8M
2023 1 80 $10M
2024 1 165 $12M

Franklin County Historical Society Dba Cosi filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN314383802
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Retirement Plan for the Team Members of Cosi vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Retirement Plan for the Team Members of Cosi, Total assets ($B): 0.009663041 · Participants: 80The Retirement Plan for the Team Members of CosiGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Retirement Plan for the Team Members of Cosi vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Retirement Plan for the Team Members of Cosi side-by-side with 3 peers →

The Retirement Plan for the Team Members of Cosi's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Acorn Distributors, Inc. 401(k) Profit Sharing Plan in IN ($10M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 The Retirement Plan for the Team Members of Cosi assets move in 2023? ▼
The Retirement Plan for the Team Members of Cosi grew sharply - up 24.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Franklin County Historical Society Dba Cosi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin County Historical Society Dba Cosi's sponsor-wide assets grew 53.1%, from $8M to $12M.
Which 401(k) plans are similar in size to The Retirement Plan for the Team Members of Cosi? ▼
Among 401(k) plans in other states, the closest by assets is Acorn Distributors, Inc. 401(k) Profit Sharing Plan in IN ($10M, 95 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Plan for the Team Members of Cosi? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 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 314383802.

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.