401(k) · DOL Form 5500 · 2023

Cohen Sequoia Enterprises, Ltd. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
615
Participants Below avg headcount
87th
Percentile by assets National rank
$99,282
Avg per participant Below avg balance/head
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Official DOL plan name: Cohen & Company, Ltd. Profit Sharing/401(k) Plan · Sponsored by Cohen Sequoia Enterprises, Ltd. · Ohio · Professional & Technical Services

$61M in assets, 615 participants

Cohen Sequoia Enterprises, Ltd.'s Cohen & Company, Ltd. Profit Sharing/401(k) Plan reported $61M in total assets and 615 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,018 in Professional & Technical Services (20,321 peers)

Where Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits by assets

Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $61M for 615 participants (~$99,282/participant), up 24.3% in 2023.

#18,018
in Professional & Technical Services (20,321 peers)
+24.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cohen & Company, Ltd. Profit Sharing/401(k) Plan's outsized position by total assets

Cohen & Company, Ltd. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$61,058,233 Top 13% higher than 87% 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 & Company, Ltd. Profit Sharing/401(k) Plan 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 & Company, Ltd. Profit Sharing/401(k) Plan sits mid-pack in the medium band (615 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen & Company, Ltd. Profit Sharing/401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Cohen & Company, Ltd. Profit Sharing/401(k) Plan end-of-year assets rose from $49M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264094604 · Cohen Sequoia Enterprises, Ltd. PY 2023 · 401(k)

Cohen & Company, Ltd. Profit Sharing/401(k) Plan · $61M · 615 · 87th

  • PCT $61M
  • EIN 615
  • RANK 87th
  • PHOTO 401(k)
  • IND near Biohorizons Implant Systems, Inc. 401(k) Retirement Plan
  • EOY ind #18018

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 Ohio →

Cohen & Company, Ltd. Profit Sharing/401(k) Plan in the asset neighbourhood

Cooper Investors, Inc. 401(k) PlanCooper Investors, Inc. 401(k…$61MCohen & Company, Ltd. Profit Sharing/401(k) PlanCohen & Company, Ltd. Profit…$61MBiohorizons Implant Systems, Inc. 401(k) Retirement PlanBiohorizons Implant Systems,…$61MWholesale Electric Supply Company of Houston, Inc. Employee Savings PlanWholesale Electric Supply Co…$61MCnc Software, Inc. Profit Sharing PlanCnc Software, Inc. Profit Sh…$61M
End-of-year total assets ($M) among Cohen & Company, Ltd. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$61M
Net Income$14M
Employer EIN264094604
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Sequoia Enterprises, Ltd.)

Sponsor-wide plan assets over time

All Cohen Sequoia Enterprises, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$140M 34.158064972847725% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $105M $140M ▲ +34.2%
Year Plans Participants Total Assets
2022 3 1,089 $105M
2023 3 1,121 $120M
2024 3 1,251 $140M

Nearby 401(k) Plans in Ohio

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

Cohen & Company, Ltd. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cohen & Company, Ltd. Profit Sharing/401(k) Plan, Total assets ($B): 0.061058233 · Participants: 615Cohen & Company, Ltd. Profit Sharing/401(k) PlanGE 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 & Company, Ltd. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cohen & Company, Ltd. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Cohen & Company, Ltd. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Biohorizons Implant Systems, Inc. 401(k) Retirement Plan in AL ($61M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (615 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 & Company, Ltd. Profit Sharing/401(k) Plan assets move in 2023? ▼
Cohen & Company, Ltd. Profit Sharing/401(k) Plan grew sharply - up 24.3% during 2023, from $49M to $61M. Reported net income was $14M.
How have Cohen Sequoia Enterprises, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Sequoia Enterprises, Ltd.'s sponsor-wide assets grew 34.2%, from $105M to $140M.
Where does Cohen & Company, Ltd. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Cohen & Company, Ltd. Profit Sharing/401(k) Plan ranks in the 87th 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 401(k) plans are similar in size to Cohen & Company, Ltd. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Biohorizons Implant Systems, Inc. 401(k) Retirement Plan in AL ($61M, 542 participants).
Which 401(k) plans cover a similar participant headcount to Cohen & Company, Ltd. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rag & Bone Industries, LLC 401(k) Plan in NY (615 participants, $12M 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 264094604.

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.