401(k) · DOL Form 5500 · 2023

Cohen Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
355
Participants Below avg headcount
71st
Percentile by assets National rank
$52,447
Avg per participant Low balance/head
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Official DOL plan name: Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust · Sponsored by Cohen Holdings, Inc. · Ohio · Retail Trade

$19M in assets, 355 participants

Cohen Holdings, Inc.'s Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported $19M in total assets and 355 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,874 in Retail Trade (8,414 peers)

Coverage in Ohio

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust covers 355 participants in Ohio, about 46% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#6,874
in Retail Trade (8,414 peers)
+7.1%
assets growth YoY

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$18,618,685 Top 29% higher than 71% 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

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust 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. Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported participants rose from 342 in the plan year 2022 filing to 355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611649510 · Cohen Holdings, Inc. PY 2023 · 401(k)

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust · $19M · 355 · 71st

  • IND $19M
  • EOY 355
  • 5500 71st
  • ASSETS 401(k)
  • PCT near The Community Development Trust 401(k) Plan
  • EIN ind #6874

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 Retail Trade retirement plans → · Plans in Ohio →

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustCohen Holdings, Inc. Profit …$19MThe Community Development Trust 401(k) PlanThe Community Development Tr…$19MGeneral Steamship Profit Sharing & Retirement Savings PlanGeneral Steamship Profit Sha…$19MInspirata Inc. 401(k) Plan$19MCoins USA Retirement Plan$19M
End-of-year total assets ($M) among Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN611649510
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Holdings, Inc.)

Sponsor-wide plan assets over time

All Cohen Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.67383938552821% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.4M $20.6M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 342 $17M
2023 1 355 $19M
2024 1 337 $21M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.018618685 · Participants: 355Cohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Community Development Trust 401(k) Plan in NY ($19M); by covered participants it is Onin Group 401(k) Plan in AL (355 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust assets move in 2023? ▼
Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust grew at a solid clip - up 7.1% during 2023, from $17M to $19M. Reported net income was $1M.
How have Cohen Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Holdings, Inc.'s sponsor-wide assets grew 18.7%, from $17M to $21M.
Which 401(k) plans are similar in size to Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Community Development Trust 401(k) Plan in NY ($19M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (355 participants, $4M 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 611649510.

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.