401(k) · DOL Form 5500 · 2023

Coen Oil Company, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
654
Participants Below avg headcount
56th
Percentile by assets National rank
$13,526
Avg per participant Low balance/head
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Official DOL plan name: Coen Oil Company 401(k) Plan · Sponsored by Coen Oil Company, LLC · Pennsylvania · Wholesale Trade

$9M in assets, 654 participants

Coen Oil Company, LLC's Coen Oil Company 401(k) Plan reported $9M in total assets and 654 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,972 in Wholesale Trade (6,309 peers)

Coen Oil Company, LLC multi-year trail

Coen Oil Company, LLC's plans moved +56.9% in assets from 2022 to 2024; this filing shows Coen Oil Company 401(k) Plan at $9M / 654 participants.

#2,972
in Wholesale Trade (6,309 peers)
+26.2%
assets growth YoY

Coen Oil Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Coen Oil Company 401(k) Plan vs every filed plan by assets

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

$8,845,721 Top 44% higher than 56% 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

Coen Oil Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coen Oil Company 401(k) Plan sits mid-pack in the medium band (654 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coen Oil Company 401(k) Plan reported net income rose from -$470K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coen Oil Company 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Coen Oil Company 401(k) Plan reported participants rose from 603 in the plan year 2022 filing to 654 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251852754 · Coen Oil Company, LLC PY 2023 · 401(k)

Coen Oil Company 401(k) Plan · $9M · 654 · 56th

  • TYPE $9M
  • NET 654
  • BOOK 56th
  • VS-ST 401(k)
  • BOY near Holmes US, a Partnership Salary Savings Plan 401(k)
  • SCH ind #2972

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Coen Oil Company 401(k) Plan in the asset neighbourhood

Coen Oil Company 401(k) Plan$9MHolmes US, a Partnership Salary Savings Plan 401(k)Holmes US, a Partnership Sal…$9MCoil Tubing Partners LLC 401(k) PlanCoil Tubing Partners LLC 401…$9MShapiro Sales Company Employees' Savings Plan and TrustShapiro Sales Company Employ…$9MPrime Time Healthcare 401(k) PlanPrime Time Healthcare 401(k)…$9M
End-of-year total assets ($M) among Coen Oil Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Coen Oil Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Coen Oil Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 56.877042365952036% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.01M $11M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 603 $7M
2023 1 654 $9M
2024 1 639 $11M

Coen Oil Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN251852754
Plan Effective Date1956-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Coen Oil Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Coen Oil Company 401(k) Plan, Total assets ($B): 0.008845721 · Participants: 654Coen Oil Company 401(k) PlanComcast 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
Coen Oil Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Coen Oil Company 401(k) Plan side-by-side with 3 peers →

Coen Oil Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Holmes US, a Partnership Salary Savings Plan 401(k) in CA ($9M); by covered participants it is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (654 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 Coen Oil Company 401(k) Plan assets move in 2023? ▼
Coen Oil Company 401(k) Plan grew sharply - up 26.2% during 2023, from $7M to $9M. Reported net income was $2M.
How have Coen Oil Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coen Oil Company, LLC's sponsor-wide assets grew 56.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Coen Oil Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holmes US, a Partnership Salary Savings Plan 401(k) in CA ($9M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Coen Oil Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants, $49M 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 251852754.

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.