401(k) · DOL Form 5500 · 2023

M. Cohen & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
76
Participants Small participant base
43rd
Percentile by assets National rank
$60,548
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: M. Cohen & Sons, Inc. 401(k) Plan · Sponsored by M. Cohen & Sons, Inc. · Pennsylvania · Manufacturing

$5M in assets, 76 participants

M. Cohen & Sons, Inc.'s M. Cohen & Sons, Inc. 401(k) Plan reported $5M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,865 in Manufacturing (18,722 peers)

M. Cohen & Sons, Inc. multi-year trail

M. Cohen & Sons, Inc.'s plans moved +38.2% in assets from 2022 to 2024; this filing shows M. Cohen & Sons, Inc. 401(k) Plan at $5M / 76 participants.

#4,865
in Manufacturing (18,722 peers)
+17.1%
assets growth YoY

M. Cohen & Sons, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

M. Cohen & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$4,601,657 43rd percentile higher than 43% 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

M. Cohen & Sons, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M. Cohen & Sons, Inc. 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Cohen & Sons, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $672K in the plan year 2023 filing.
  • M. Cohen & Sons, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • M. Cohen & Sons, Inc. 401(k) Plan reported participants fell from 79 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231660294 · M. Cohen & Sons, Inc. PY 2023 · 401(k)

M. Cohen & Sons, Inc. 401(k) Plan · $5M · 76 · 43rd

  • TYPE $5M
  • NET 76
  • BOOK 43rd
  • VS-ST 401(k)
  • BOY near Cambridge Institute of China Business Research, Inc. 401(k) Plan
  • SCH ind #4865

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 Manufacturing retirement plans → · Plans in Pennsylvania →

M. Cohen & Sons, Inc. 401(k) Plan in the asset neighbourhood

M. Cohen & Sons, Inc. 401(k) PlanM. Cohen & Sons, Inc. 401(k)…$5MCambridge Institute of China Business Research, Inc. 401(k) PlanCambridge Institute of China…$5MTrb Retirement Plan$5MTequipment, Inc. 401(k) Savings Plan (002)Tequipment, Inc. 401(k) Savi…$5MBrain Injury Association of Minnesota 401(k) Profit Sharing Plan & TrustBrain Injury Association of …$5M
End-of-year total assets ($M) among M. Cohen & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

M. Cohen & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M. Cohen & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.22091784619503% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.93M $5.43M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 79 $4M
2023 1 76 $5M
2024 1 89 $5M

M. Cohen & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$672K
Employer EIN231660294
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

M. Cohen & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants M. Cohen & Sons, Inc. 401(k) Plan, Total assets ($B): 0.004601657 · Participants: 76M. Cohen & Sons, Inc. 401(k) PlanComcast 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
M. Cohen & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare M. Cohen & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

M. Cohen & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cambridge Institute of China Business Research, Inc. 401(k) Plan in MA ($5M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 M. Cohen & Sons, Inc. 401(k) Plan assets move in 2023? ▼
M. Cohen & Sons, Inc. 401(k) Plan grew sharply - up 17.1% during 2023, from $4M to $5M. Reported net income was $672K.
How have M. Cohen & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Cohen & Sons, Inc.'s sponsor-wide assets grew 38.2%, from $4M to $5M.
Which 401(k) plans are similar in size to M. Cohen & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Institute of China Business Research, Inc. 401(k) Plan in MA ($5M, 69 participants).
Which 401(k) plans cover a similar participant headcount to M. Cohen & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ovia Health 401(k) Plan in NC (76 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 231660294.

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.