401(k) · DOL Form 5500 · 2023

Cozen Oconnor 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
284
Participants Below avg headcount
75th
Percentile by assets National rank
$79,739
Avg per participant Below avg balance/head
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Official DOL plan name: Cozen Oconnor Associates 401(k) Plan and Trust · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$23M in assets, 284 participants

Cozen Oconnor's Cozen Oconnor Associates 401(k) Plan and Trust reported $23M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,224 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Cozen Oconnor Associates 401(k) Plan and Trust covers 284 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#15,224
in Professional & Technical Services (20,321 peers)
+34.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cozen Oconnor Associates 401(k) Plan and Trust's outsized position by total assets

Cozen Oconnor Associates 401(k) Plan and Trust vs every filed plan by assets

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

$22,645,984 Top 25% higher than 75% 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 Oconnor Associates 401(k) 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. Cozen Oconnor Associates 401(k) Plan and Trust sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cozen Oconnor Associates 401(k) Plan and Trust reported net income rose from -$920K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cozen Oconnor Associates 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Cozen Oconnor Associates 401(k) Plan and Trust reported participants rose from 226 in the plan year 2022 filing to 284 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231732832 · Cozen Oconnor PY 2023 · 401(k)

Cozen Oconnor Associates 401(k) Plan and Trust · $23M · 284 · 75th

  • PCT $23M
  • PCT 284
  • PCT 75th
  • PCT 401(k)
  • PCT near M & H Enterprises, Inc. 401(k) Plan
  • PCT ind #15224

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 Oconnor Associates 401(k) Plan and Trust in the asset neighbourhood

Cozen Oconnor Associates 401(k) Plan and TrustCozen Oconnor Associates 401…$23MAmerican Alloy Steel 401(k) PlanAmerican Alloy Steel 401(k) …$23MMkd Electric LLC Employee's Profit Sharing PlanMkd Electric LLC Employee's …$23MM & H Enterprises, Inc. 401(k) PlanM & H Enterprises, Inc. 401(…$23MHawaiiana Group Incorporated 401(k) PlanHawaiiana Group Incorporated…$23M
End-of-year total assets ($M) among Cozen Oconnor Associates 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN231732832
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cozen Oconnor)

Sponsor-wide plan assets over time

All Cozen Oconnor 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 401(k) Plans in Pennsylvania

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

Cozen Oconnor Associates 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Cozen Oconnor Associates 401(k) Plan and Trust, Total assets ($B): 0.022645984 · Participants: 284Cozen Oconnor Associates 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Cozen Oconnor Associates 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Associates 401(k) Plan and Trust side-by-side with 3 peers →

Cozen Oconnor Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is M & H Enterprises, Inc. 401(k) Plan in TX ($23M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Oconnor Associates 401(k) Plan and Trust assets move in 2023? ▼
Cozen Oconnor Associates 401(k) Plan and Trust surged - up 34.5% during 2023, from $17M to $23M. Reported net income was $7M.
How have Cozen Oconnor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cozen Oconnor's sponsor-wide assets grew 37.6%, from $623M to $857M.
Where does Cozen Oconnor Associates 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Cozen Oconnor Associates 401(k) Plan and Trust ranks in the 75th 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 Cozen Oconnor Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is M & H Enterprises, Inc. 401(k) Plan in TX ($23M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Cozen Oconnor Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is W D Partners Profit Sharing Plan in OH (284 participants, $34M 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.