401(k) · DOL Form 5500 · 2023

Coghlin Companies, Inc. 401(k) Plan

Data updated 2026-08-11

$50M
Total assets: 833
Participants: 85th
Percentile by assets: $59,711
Avg per participant

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.

85th percentile by assets (of 127,072 plans)
#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.

$50M
total plan assets (2023 EOY): 833
covered participants: 85th
percentile by assets (of 127,072 plans): $59,711
avg assets per participant

Where Coghlin Companies Employee Profit Sharing Plan and Trust sits 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

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 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 →

State

Massachusetts

Industry

Wholesale Trade

Coghlin Companies Employee Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Coghlin Companies Employee Profit Sharing Plan and Trust outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$40M
Net Assets (End of Year)	$50M
Net Income	$10M
Employer EIN	042923301
Plan Effective Date	1961-02-24
Filing Status	FILING RECEIVED

Sponsor Plan History (Coghlin Companies, Inc.)

Total plan assets by year, all Coghlin Companies, Inc. plans on file

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

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Coghlin Companies Employee Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Coghlin Companies Employee Profit Sharing Plan and Trust by total assets, not by location.

Legacy Human Resources 401(k) Profit Sharing Plan (CO) $50M · 458
Associates' Savings Plan (FL) $50M · 465
Kenvue Retirement Savings Plan (NJ) $50M · 607
N-Ask, Inc. 401(k) Plan (VA) $50M · 101

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).

Next read for Coghlin Companies Employee Profit Sharin…

Scale reading

Ways to act on Coghlin Companies Employee Profit Sharing Plan and Trust's numbers.

By total assets, Coghlin Companies Employee Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Coghlin Companies, Inc.'s sponsor-wide assets have grown 44.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.