Profit Sharing · DOL Form 5500 · 2023
Cozen Oconnor Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 762
- Participants
- 78th
- Percentile by assets
- $36,314
- Avg per participant
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.
- 78th percentile by assets (of 127,072 plans)
- #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.
- $28M
- total plan assets (2023 EOY)
- 762
- covered participants
- 78th
- percentile by assets (of 127,072 plans)
- $36,314
- avg assets per participant
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.
Cozen Oconnor Profit Sharing Plan B vs the 2023 asset distribution
By assets, Cozen Oconnor Profit Sharing Plan B outranks 78% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $11M |
| Employer EIN | 231732832 |
| Plan Effective Date | 2021-01-01 |
| 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 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
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cozen Oconnor Profit Sharing Plan B by total assets, not by location.
- Burr and Burton Academy 403(b)Plan (VT) $28M · 174
- Reit Management Corp. Profit Sharing Plan (NY) $28M · 15
- Plan De Retiro 1081.01(D) Del Hospital General Menonita (PR) $28M · 4,610
- Marana Health Center, Inc. 403b Plan (AZ) $28M · 725
Frequently Asked Questions
How did Cozen Oconnor Profit Sharing Plan B assets move in 2023? ▼
How have Cozen Oconnor plan assets changed over time? ▼
Where does Cozen Oconnor Profit Sharing Plan B rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Cozen Oconnor Profit Sharing Plan B? ▼
Next read for Cozen Oconnor Profit Sharing Plan B
Scale reading
Ways to act on Cozen Oconnor Profit Sharing Plan B's numbers.
- By total assets, Cozen Oconnor Profit Sharing Plan B ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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