401(k) · DOL Form 5500 · 2023

Coghlin Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
833
Participants Near avg headcount
85th
Percentile by assets National rank
$59,711
Avg per participant Low balance/head
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Official DOL plan name: Coghlin Companies Employee Profit Sharing Plan and Trust · Sponsored by Coghlin Companies, Inc. · Massachusetts · Wholesale Trade

$50M in assets, 833 participants

Coghlin Companies, Inc.'s Coghlin Companies Employee Profit Sharing Plan and Trust reported $50M in total assets and 833 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,470 in Wholesale Trade (6,309 peers)

Where Coghlin Companies Employee Profit Sharing Plan and Trust sits by assets

Coghlin Companies Employee Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $50M for 833 participants (~$59,711/participant), up 24.7% in 2023.

#5,470
in Wholesale Trade (6,309 peers)
+24.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Coghlin Companies Employee Profit Sharing Plan and Trust's outsized position by total assets

Coghlin Companies Employee Profit Sharing Plan and Trust vs every filed plan by assets

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

$49,739,187 Top 15% higher than 85% 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

Coghlin Companies Employee Profit Sharing Plan and Trust 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. Coghlin Companies Employee Profit Sharing Plan and Trust sits mid-pack in the medium band (833 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coghlin Companies Employee Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Coghlin Companies Employee Profit Sharing Plan and Trust end-of-year assets rose from $40M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Coghlin Companies Employee Profit Sharing Plan and Trust reported participants rose from 751 in the plan year 2022 filing to 833 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042923301 · Coghlin Companies, Inc. PY 2023 · 401(k)

Coghlin Companies Employee Profit Sharing Plan and Trust · $50M · 833 · 85th

  • EIN $50M
  • EIN 833
  • EIN 85th
  • EIN 401(k)
  • EIN near Legacy Human Resources 401(k) Profit Sharing Plan
  • EIN ind #5470

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 Massachusetts →

Coghlin Companies Employee Profit Sharing Plan and Trust in the asset neighbourhood

N-Ask, Inc. 401(k) Plan$50MCoghlin Companies Employee Profit Sharing Plan and TrustCoghlin Companies Employee P…$50MLegacy Human Resources 401(k) Profit Sharing PlanLegacy Human Resources 401(k…$50MAssociates' Savings Plan$50MKenvue Retirement Savings PlanKenvue Retirement Savings Pl…$50M
End-of-year total assets ($M) among Coghlin Companies Employee Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$50M
Net Income$10M
Employer EIN042923301
Plan Effective Date1961-02-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Coghlin Companies, Inc.)

Sponsor-wide plan assets over time

All Coghlin Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 44.68400788886532% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.9M $57.7M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 751 $40M
2023 1 833 $50M
2024 1 773 $58M

Nearby 401(k) Plans in Massachusetts

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

Coghlin Companies Employee Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Coghlin Companies Employee Profit Sharing Plan and Trust, Total assets ($B): 0.049739187 · Participants: 833Coghlin Companies Employee Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Coghlin Companies Employee Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Coghlin Companies Employee Profit Sharing Plan and Trust side-by-side with 3 peers →

Coghlin Companies Employee Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Legacy Human Resources 401(k) Profit Sharing Plan in CO ($50M); by covered participants it is Switch, Ltd. 401(k) Plan in NV (833 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (833 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 Coghlin Companies Employee Profit Sharing Plan and Trust assets move in 2023? ▼
Coghlin Companies Employee Profit Sharing Plan and Trust grew sharply - up 24.7% during 2023, from $40M to $50M. Reported net income was $10M.
How have Coghlin Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coghlin Companies, Inc.'s sponsor-wide assets grew 44.7%, from $40M to $58M.
Where does Coghlin Companies Employee Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Coghlin Companies Employee Profit Sharing Plan and Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Coghlin Companies Employee Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Human Resources 401(k) Profit Sharing Plan in CO ($50M, 458 participants).
Which 401(k) plans cover a similar participant headcount to Coghlin Companies Employee Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Switch, Ltd. 401(k) Plan in NV (833 participants, $53M 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 042923301.

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.