401(k) · DOL Form 5500 · 2023

Morrison Cohen LLP 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
181
Participants Below avg headcount
92nd
Percentile by assets National rank
$622,438
Avg per participant High balance/head
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Official DOL plan name: Morrison Cohen Retirement and Savings Plan · Sponsored by Morrison Cohen LLP · New York · Professional & Technical Services

$113M in assets, 181 participants

Morrison Cohen LLP's Morrison Cohen Retirement and Savings Plan reported $113M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,941 in Professional & Technical Services (20,321 peers)

Coverage in New York

Morrison Cohen Retirement and Savings Plan covers 181 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $113M.

#18,941
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Morrison Cohen Retirement and Savings Plan's outsized position by total assets

Morrison Cohen Retirement and Savings Plan vs every filed plan by assets

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

$112,661,262 Top 8% higher than 92% 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

Morrison Cohen Retirement and Savings 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. Morrison Cohen Retirement and Savings Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Morrison Cohen Retirement and Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Morrison Cohen Retirement and Savings Plan end-of-year assets rose from $94M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Morrison Cohen Retirement and Savings Plan reported participants rose from 165 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133205994 · Morrison Cohen LLP PY 2023 · 401(k)

Morrison Cohen Retirement and Savings Plan · $113M · 181 · 92nd

  • PCT $113M
  • EIN 181
  • RANK 92nd
  • PHOTO 401(k)
  • IND near Hendrick Motorsports, LLC 401(k) Plan
  • EOY ind #18941

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 →

Morrison Cohen Retirement and Savings Plan in the asset neighbourhood

Morrison Cohen Retirement and Savings PlanMorrison Cohen Retirement an…$113MHendrick Motorsports, LLC 401(k) PlanHendrick Motorsports, LLC 40…$113MPepsi-Cola Bottlers Standing-in-the-Future 401(k) Multiple Employer PlanPepsi-Cola Bottlers Standing…$113MCv Services Group 401(k) Retirement PlanCv Services Group 401(k) Ret…$113MProvidence Equity Partners L.L.C. 401(k) PlanProvidence Equity Partners L…$113M
End-of-year total assets ($M) among Morrison Cohen Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$113M
Net Income$18M
Employer EIN133205994
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morrison Cohen LLP)

Sponsor-wide plan assets over time

All Morrison Cohen LLP plans reported in each filing year

Latest sponsor-wide plan assets
$127M 34.52052048761114% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $94.3M $127M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 165 $94M
2023 1 181 $113M
2024 1 206 $127M

Nearby 401(k) Plans in New York

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

Morrison Cohen Retirement and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morrison Cohen Retirement and Savings Plan, Total assets ($B): 0.112661262 · Participants: 181Morrison Cohen Retirement and Savings 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
Morrison Cohen Retirement and Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morrison Cohen Retirement and Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Hendrick Motorsports, LLC 401(k) Plan in NC ($113M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Morrison Cohen Retirement and Savings Plan assets move in 2023? ▼
Morrison Cohen Retirement and Savings Plan grew sharply - up 19.5% during 2023, from $94M to $113M. Reported net income was $18M.
How have Morrison Cohen LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morrison Cohen LLP's sponsor-wide assets grew 34.5%, from $94M to $127M.
Where does Morrison Cohen Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Morrison Cohen Retirement and Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Morrison Cohen Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hendrick Motorsports, LLC 401(k) Plan in NC ($113M, 551 participants).
Which 401(k) plans cover a similar participant headcount to Morrison Cohen Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromation, Inc. 401(k) Plan in IN (181 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 133205994.

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.