401(k) · DOL Form 5500 · 2023
Cozen Oconnor 401(k) Plan
Data updated 2026-08-11
- $667M
- Total assets
- 1,268
- Participants
- 98th
- Percentile by assets
- $525,972
- Avg per participant
Official DOL plan name: Cozen Oconnor Profit Sharing Plan a · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services
$667M in assets, 1,268 participants
Cozen Oconnor's Cozen Oconnor Profit Sharing Plan a reported $667M in total assets and 1,268 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #20,049 in Professional & Technical Services (20,321 peers)
Where Cozen Oconnor Profit Sharing Plan a sits by assets
Cozen Oconnor Profit Sharing Plan a sits in the top 5% of all filed plans by assets, $667M for 1,268 participants (~$525,972/participant), up 18.6% in 2023.
- $667M
- total plan assets (2023 EOY)
- 1,268
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $525,972
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cozen Oconnor Profit Sharing Plan a reported net income rose from -$132M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Cozen Oconnor Profit Sharing Plan a end-of-year assets rose from $562M in the plan year 2022 filing to $667M in the plan year 2023 filing.
- Cozen Oconnor Profit Sharing Plan a reported participants rose from 1,208 in the plan year 2022 filing to 1,268 in the plan year 2023 filing.
Cozen Oconnor Profit Sharing Plan a vs the 2023 asset distribution
By assets, Cozen Oconnor Profit Sharing Plan a outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 6.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $562M |
|---|---|
| Net Assets (End of Year) | $662M |
| Net Income | $103M |
| Employer EIN | 231732832 |
| Plan Effective Date | 1971-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cozen Oconnor)
| 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 Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cozen Oconnor Profit Sharing Plan a by total assets, not by location.
- Skanska USA Building Inc. Pension Benefit Plan and Trust (NJ) $666M · 2,296
- Legrand North America 401(k) Plan (CT) $668M · 3,351
- Heritage Group Retirement Savings Plan (IN) $665M · 3,568
- Uc Health 401(k) Retirement Savings Plan (OH) $665M · 9,699
Frequently Asked Questions
How did Cozen Oconnor Profit Sharing Plan a assets move in 2023? ▼
How have Cozen Oconnor plan assets changed over time? ▼
Where does Cozen Oconnor Profit Sharing Plan a rank by assets among Form 5500 filers? ▼
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Next read for Cozen Oconnor Profit Sharing Plan a
Scale reading
Ways to act on Cozen Oconnor Profit Sharing Plan a's numbers.
- By total assets, Cozen Oconnor Profit Sharing Plan a ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Cozen Oconnor's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans