401(k) · DOL Form 5500 · 2023

Cohen-Esrey LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 225
Participants Below avg headcount: 41st
Percentile by assets National rank: $18,248
Avg per participant Low balance/head

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Official DOL plan name: Cohen-Esrey LLC 401(k) Plan · Sponsored by Cohen-Esrey LLC · Kansas · Real Estate

$4M in assets, 225 participants

Cohen-Esrey LLC's Cohen-Esrey LLC 401(k) Plan reported $4M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

#2,865 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Cohen-Esrey LLC 401(k) Plan ranks #2,865 of 4,727 2023 filers by assets (632% of the sector average)-$4M for 225 participants.

#2,865
in Real Estate (4,727 peers): +29.4%
assets growth YoY

Cohen-Esrey LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Cohen-Esrey LLC 401(k) Plan vs every filed plan by assets

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

$4,105,778 41st percentile higher than 41% 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

Cohen-Esrey LLC 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. Cohen-Esrey LLC 401(k) Plan sits mid-pack in the medium band (225 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cohen-Esrey LLC 401(k) Plan reported net income rose from -$260K in the plan year 2022 filing to $933K in the plan year 2023 filing.
Cohen-Esrey LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Cohen-Esrey LLC 401(k) Plan reported participants rose from 216 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 208121236 · Cohen-Esrey LLC PY 2023 · 401(k)

Cohen-Esrey LLC 401(k) Plan · $4M · 225 · 41st

NET $4M
NET 225
NET 41st
NET 401(k)
NET near Tritower Financial Group 401(k) Plan
NET ind #2865

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 Real Estate retirement plans → · Plans in Kansas →

End-of-year total assets ($M) among Cohen-Esrey LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$933K
Employer EIN	208121236
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cohen-Esrey LLC)

Latest sponsor-wide plan assets: $5M 53.66258184432581% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	216	$3M
2023	1	225	$4M
2024	1	222	$5M

Nearby 401(k) Plans in Kansas

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

Cohen-Esrey LLC 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Koch Employees' Savings Plan $3.9B · 11,911
Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
Black & Veatch Retirement Program $2.7B · 6,890
Garmin International, Inc. Retirement Plan $1.8B · 6,332
Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704

Compare Cohen-Esrey LLC 401(k) Plan side-by-side with 3 peers →

Cohen-Esrey LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Tritower Financial Group 401(k) Plan in MA ($4M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Tritower Financial Group 401(k) Plan (MA) $4M · 20
Urenco, Inc. 401(k) Savings Plan (VA) $4M · 7
Exer Holding Company LLC 401(k) & Profit Sharing Plan (CA) $4M · 535
Garland Eye Associates, P.a. 401(k) Plan (TX) $4M · 39

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

Nwsl Retirement Plan (IL) 225 · 0 off
Food Management Services, Inc 401(k) Plan (PA) 225 · 0 off
Geissler's Supermarket, Inc. 401(k) Plan (CT) 225 · 0 off
Admiral Glass & Mirror 401(k) Plan (TX) 225 · 0 off

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 Cohen-Esrey LLC 401(k) Plan assets move in 2023? ▼

Cohen-Esrey LLC 401(k) Plan grew sharply - up 29.4% during 2023, from $3M to $4M. Reported net income was $933K.

How have Cohen-Esrey LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cohen-Esrey LLC's sponsor-wide assets grew 53.7%, from $3M to $5M.

Which 401(k) plans are similar in size to Cohen-Esrey LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tritower Financial Group 401(k) Plan in MA ($4M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Cohen-Esrey LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K 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 208121236.