Defined Benefit (Pension) · DOL Form 5500 · 2023

Cozen O'connor Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
188
Participants Below avg headcount
68th
Percentile by assets National rank
$83,102
Avg per participant Below avg balance/head
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Official DOL plan name: Cozen O'connor Cash Balance Plan B · Sponsored by Cozen O'connor · Pennsylvania · Professional & Technical Services

$16M in assets, 188 participants

Cozen O'connor's Cozen O'connor Cash Balance Plan B reported $16M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,683 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Cozen O'connor Cash Balance Plan B covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#13,683
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY

Cozen O'connor Cash Balance Plan B's outsized position by total assets

Cozen O'connor Cash Balance Plan B vs every filed plan by assets

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

$15,623,209 Top 32% higher than 68% 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

Cozen O'connor Cash Balance Plan B 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. Cozen O'connor Cash Balance Plan B sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cozen O'connor Cash Balance Plan B reported net income fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cozen O'connor Cash Balance Plan B end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Cozen O'connor Cash Balance Plan B reported participants rose from 185 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231732832 · Cozen O'connor PY 2023 · Defined Benefit (Pension)

Cozen O'connor Cash Balance Plan B · $16M · 188 · 68th

  • TYPE $16M
  • NET 188
  • BOOK 68th
  • VS-ST Defined Benefit (Pension)
  • BOY near Eagle Manufacturing Company Pension Plan for Hourly Paid Employees
  • SCH ind #13683

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 Pennsylvania →

Cozen O'connor Cash Balance Plan B in the asset neighbourhood

Taylor Publishing Company Pension Plan for Hourly Paid EmployeesTaylor Publishing Company Pe…$16MEagle Manufacturing Company Pension Plan for Hourly Paid EmployeesEagle Manufacturing Company …$16MCozen O'connor Cash Balance Plan BCozen O'connor Cash Balance …$16MCarr Allison Cash Balance PlanCarr Allison Cash Balance Pl…$16MPension Plan for Union Employees of Johanna Foods, Inc., Flemington PlantPension Plan for Union Emplo…$16M
End-of-year total assets ($M) among Cozen O'connor Cash Balance Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN231732832
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cozen O'connor)

Sponsor-wide plan assets over time

All Cozen O'connor plans reported in each filing year

Latest sponsor-wide plan assets
$857M 37.558426580269824% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $623M $857M ▲ +37.6%
Year Plans Participants Total Assets
2022 5 2,516 $623M
2023 5 2,690 $748M
2024 5 2,930 $857M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cozen O'connor Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cozen O'connor Cash Balance Plan B, Total assets ($B): 0.015623209 · Participants: 188Cozen O'connor Cash Balance Plan BNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Cozen O'connor Cash Balance Plan B vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Cozen O'connor Cash Balance Plan B side-by-side with 3 peers →

Cozen O'connor Cash Balance Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Eagle Manufacturing Company Pension Plan for Hourly Paid Employees in IL ($16M); by covered participants it is Local 464a Finast Full Time Employees Pension Plan in NJ (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Cozen O'connor Cash Balance Plan B assets move in 2023? ▼
Cozen O'connor Cash Balance Plan B grew at a solid clip - up 13.8% during 2023, from $14M to $16M. Reported net income was $2M.
How have Cozen O'connor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cozen O'connor's sponsor-wide assets grew 37.6%, from $623M to $857M.
Which Defined Benefit (Pension) plans are similar in size to Cozen O'connor Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eagle Manufacturing Company Pension Plan for Hourly Paid Employees in IL ($16M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cozen O'connor Cash Balance Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 464a Finast Full Time Employees Pension Plan in NJ (188 participants, $10M 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 231732832.

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.