ESOP · DOL Form 5500 · 2023
Coho Partners, Ltd ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 26
- Participants
- 66th
- Percentile by assets
- $549,350
- Avg per participant
Official DOL plan name: Coho Partners, Ltd ESOP Ownership Plan · Sponsored by Coho Partners, Ltd · Pennsylvania · Finance & Insurance
$14M in assets, 26 participants
Coho Partners, Ltd's Coho Partners, Ltd ESOP Ownership Plan reported $14M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #4,553 in Finance & Insurance (8,869 peers)
Coho Partners, Ltd multi-year trail
Coho Partners, Ltd's plans moved -65.3% in assets from 2022 to 2024; this filing shows Coho Partners, Ltd ESOP Ownership Plan at $14M / 26 participants.
- $14M
- total plan assets (2023 EOY)
- 26
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $549,350
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coho Partners, Ltd ESOP Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Coho Partners, Ltd ESOP Ownership Plan end-of-year assets fell from $18M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Coho Partners, Ltd ESOP Ownership Plan reported participants fell from 27 in the plan year 2022 filing to 26 in the plan year 2023 filing.
Coho Partners, Ltd across 3 plan years on file
Across the 3 plan years Coho Partners, Ltd has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $6M, a decline of 65.3%, while reported participants moved from 27 to 28 (+3.7%). Peak year by sponsor assets: 2022 ($18M); trough: 2024 ($6M).
Coho Partners, Ltd multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $18M |
| 2023 | 1 | 26 | $14M |
| 2024 | 1 | 28 | $6M |
Coho Partners, Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | -$2M |
| Net Income | -$2M |
| Employer EIN | 233004662 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Coho Partners, Ltd ESOP Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Coho Partners, Ltd ESOP Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Coho Partners, Ltd ESOP Ownership Plan assets move in 2023? ▼
How have Coho Partners, Ltd plan assets changed over time? ▼
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Next read for Coho Partners, Ltd ESOP Ownership Plan
Multi-year trail
Ways to act on Coho Partners, Ltd ESOP Ownership Plan's numbers.
- By total assets, Coho Partners, Ltd ESOP Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Coho Partners, Ltd's sponsor-wide assets have declined 65.3% since 2022 across 3 plan years on file. More Finance & Insurance plans