401(k) · DOL Form 5500 · 2023

Cozen Oconnor 401(k) Plan

Data updated 2026-08-25

$667M
Total assets Above avg plan size
1,268
Participants Near avg headcount
98th
Percentile by assets National rank
$525,972
Avg per participant High balance/head
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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.

  • #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.

#20,049
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY
6.7×
vs typical plan assets (national mean)

Cozen Oconnor Profit Sharing Plan a's outsized position by total assets

Cozen Oconnor Profit Sharing Plan a vs every filed plan by assets

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

$666,932,555 Top 2% higher than 98% 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 Profit Sharing Plan a's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cozen Oconnor Profit Sharing Plan a lands in the large band (1,268 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Cozen Oconnor Profit Sharing Plan a · $667M · 1,268 · 98th

  • ASSETS $667M
  • ASSETS 1,268
  • ASSETS 98th
  • ASSETS 401(k)
  • ASSETS near Skanska USA Building Inc. Pension Benefit Plan and Trust
  • ASSETS ind #20049

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 Profit Sharing Plan a in the asset neighbourhood

Legrand North America 401(k) PlanLegrand North America 401(k)…$668MCozen Oconnor Profit Sharing Plan aCozen Oconnor Profit Sharing…$667MSkanska USA Building Inc. Pension Benefit Plan and TrustSkanska USA Building Inc. Pe…$666MHeritage Group Retirement Savings PlanHeritage Group Retirement Sa…$665MUc Health 401(k) Retirement Savings PlanUc Health 401(k) Retirement …$665M
End-of-year total assets ($M) among Cozen Oconnor Profit Sharing Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$562M
Net Assets (End of Year)$662M
Net Income$103M
Employer EIN231732832
Plan Effective Date1971-12-31
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 Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Cozen Oconnor Profit Sharing Plan a, Total assets ($B): 0.666932555 · Participants: 1268Cozen Oconnor Profit Sharing Plan aComcast 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 Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Profit Sharing Plan a side-by-side with 3 peers →

Cozen Oconnor Profit Sharing Plan a's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Skanska USA Building Inc. Pension Benefit Plan and Trust in NJ ($666M); by covered participants it is Boeing Distribution Services Inc. Retirement Plan in FL (1,268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($667M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,268 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 Profit Sharing Plan a assets move in 2023? ▼
Cozen Oconnor Profit Sharing Plan a grew sharply - up 18.6% during 2023, from $562M to $667M. Reported net income was $103M.
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 Profit Sharing Plan a rank by assets among Form 5500 filers? ▼
Cozen Oconnor Profit Sharing Plan a ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cozen Oconnor Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Skanska USA Building Inc. Pension Benefit Plan and Trust in NJ ($666M, 2,296 participants).
Which 401(k) plans cover a similar participant headcount to Cozen Oconnor Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Boeing Distribution Services Inc. Retirement Plan in FL (1,268 participants, $94M 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.