Profit Sharing · DOL Form 5500 · 2023

Cozen Oconnor Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
762
Participants Near avg headcount
78th
Percentile by assets National rank
$36,314
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cozen Oconnor Profit Sharing Plan B · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$28M in assets, 762 participants

Cozen Oconnor's Cozen Oconnor Profit Sharing Plan B reported $28M in total assets and 762 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,932 in Professional & Technical Services (20,321 peers)

Where Cozen Oconnor Profit Sharing Plan B sits by assets

Cozen Oconnor Profit Sharing Plan B sits in the top quartile of all filed plans by assets, $28M for 762 participants (~$36,314/participant), up 66.9% in 2023.

#15,932
in Professional & Technical Services (20,321 peers)
+66.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$27,671,348 Top 22% higher than 78% 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 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 Oconnor Profit Sharing Plan B sits mid-pack in the medium band (762 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cozen Oconnor Profit Sharing Plan B end-of-year assets rose from $17M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Cozen Oconnor Profit Sharing Plan B reported net income rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Cozen Oconnor Profit Sharing Plan B reported participants rose from 712 in the plan year 2022 filing to 762 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 231732832 · Cozen Oconnor PY 2023 · Profit Sharing

Cozen Oconnor Profit Sharing Plan B · $28M · 762 · 78th

  • VS-ST $28M
  • VS-ST 762
  • VS-ST 78th
  • VS-ST Profit Sharing
  • VS-ST near Burr and Burton Academy 403(b)Plan
  • VS-ST ind #15932

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 B in the asset neighbourhood

Plan De Retiro 1081.01(D) Del Hospital General MenonitaPlan De Retiro 1081.01(D) De…$28MReit Management Corp. Profit Sharing PlanReit Management Corp. Profit…$28MBurr and Burton Academy 403(b)PlanBurr and Burton Academy 403(…$28MCozen Oconnor Profit Sharing Plan BCozen Oconnor Profit Sharing…$28MMarana Health Center, Inc. 403b PlanMarana Health Center, Inc. 4…$28M
End-of-year total assets ($M) among Cozen Oconnor Profit Sharing Plan B and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$28M
Net Income$11M
Employer EIN231732832
Plan Effective Date2021-01-01
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 Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cozen Oconnor Profit Sharing Plan B vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Cozen Oconnor Profit Sharing Plan B, Total assets ($B): 0.027671348 · Participants: 762Cozen Oconnor Profit Sharing Plan BEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Cozen Oconnor Profit Sharing Plan B vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Profit Sharing Plan B side-by-side with 3 peers →

Cozen Oconnor Profit Sharing Plan B's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Burr and Burton Academy 403(b)Plan in VT ($28M); by covered participants it is Roofers Local #2 Supplemental Pension Plan in MO (762 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (762 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 B assets move in 2023? ▼
Cozen Oconnor Profit Sharing Plan B surged - up 66.9% during 2023, from $17M to $28M. Reported net income was $11M.
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 B rank by assets among Form 5500 filers? ▼
Cozen Oconnor Profit Sharing Plan B ranks in the 78th 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 Profit Sharing plans are similar in size to Cozen Oconnor Profit Sharing Plan B? ▼
Among Profit Sharing plans in other states, the closest by assets is Burr and Burton Academy 403(b)Plan in VT ($28M, 174 participants).
Which Profit Sharing plans cover a similar participant headcount to Cozen Oconnor Profit Sharing Plan B? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Roofers Local #2 Supplemental Pension Plan in MO (762 participants, $78M 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.