401(k) · DOL Form 5500 · 2023

Coenterprise, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
105
Participants Small participant base
56th
Percentile by assets National rank
$83,075
Avg per participant Below avg balance/head
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Official DOL plan name: Coenterprise Retirement Plan · Sponsored by Coenterprise, LLC · New York · Professional & Technical Services

$9M in assets, 105 participants

Coenterprise, LLC's Coenterprise Retirement Plan reported $9M in total assets and 105 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.

  • #10,997 in Professional & Technical Services (20,321 peers)

Coverage in New York

Coenterprise Retirement Plan covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $9M.

#10,997
in Professional & Technical Services (20,321 peers)
+34.0%
assets growth YoY

Coenterprise Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Coenterprise Retirement Plan vs every filed plan by assets

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

$8,722,851 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

Coenterprise Retirement 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. Coenterprise Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coenterprise Retirement Plan reported net income rose from -$944K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coenterprise Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Coenterprise Retirement Plan reported participants fell from 108 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 320323129 · Coenterprise, LLC PY 2023 · 401(k)

Coenterprise Retirement Plan · $9M · 105 · 56th

  • PHOTO $9M
  • IND 105
  • EOY 56th
  • 5500 401(k)
  • ASSETS near C Squared Systems, L.L.C. 401(k) Plan
  • PCT ind #10997

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 →

Coenterprise Retirement Plan in the asset neighbourhood

Coenterprise Retirement Plan$9MC Squared Systems, L.L.C. 401(k) PlanC Squared Systems, L.L.C. 40…$9MTangent Technologies, LLC 401(k)Tangent Technologies, LLC 40…$9MRci 401(k) Plan$9MThe Investment Plan$9M
End-of-year total assets ($M) among Coenterprise Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN320323129
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coenterprise, LLC)

Sponsor-wide plan assets over time

All Coenterprise, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 52.48225980960923% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.51M $9.93M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 108 $7M
2023 1 105 $9M
2024 1 78 $10M

Nearby 401(k) Plans in New York

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

Coenterprise Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Coenterprise Retirement Plan, Total assets ($B): 0.008722851 · Participants: 105Coenterprise Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Coenterprise Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Coenterprise Retirement Plan side-by-side with 3 peers →

Coenterprise Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is C Squared Systems, L.L.C. 401(k) Plan in NH ($9M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Coenterprise Retirement Plan assets move in 2023? ▼
Coenterprise Retirement Plan surged - up 34.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Coenterprise, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coenterprise, LLC's sponsor-wide assets grew 52.5%, from $7M to $10M.
Which 401(k) plans are similar in size to Coenterprise Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is C Squared Systems, L.L.C. 401(k) Plan in NH ($9M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Coenterprise Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 320323129.

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.