Profit Sharing · DOL Form 5500 · 2023
Cohen Sequoia Enterprises Ltd. Profit Sharing Plan
Data updated 2026-08-11
- $51M
- Total assets
- 324
- Participants
- 86th
- Percentile by assets
- $158,755
- Avg per participant
Official DOL plan name: Cohen & Company 401(k) Psp & Trust (Carve-Out) · Sponsored by Cohen Sequoia Enterprises Ltd. · Ohio · Professional & Technical Services
$51M in assets, 324 participants
Cohen Sequoia Enterprises Ltd.'s Cohen & Company 401(k) Psp & Trust (Carve-Out) reported $51M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #17,656 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Cohen & Company 401(k) Psp & Trust (Carve-Out) covers 324 participants in Ohio, about 42% of the average Ohio filer (state average ~765 per filing). Assets: $51M.
- $51M
- total plan assets (2023 EOY)
- 324
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $158,755
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cohen & Company 401(k) Psp & Trust (Carve-Out) reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Cohen & Company 401(k) Psp & Trust (Carve-Out) end-of-year assets rose from $44M in the plan year 2022 filing to $51M in the plan year 2023 filing.
- Cohen & Company 401(k) Psp & Trust (Carve-Out) reported participants rose from 308 in the plan year 2022 filing to 324 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Cohen & Company 401(k) Psp & Trust (Carve-Out) reports 324 participants - about 42% of that state average ($51M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $6M |
| Employer EIN | 264094604 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen Sequoia Enterprises Ltd.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,089 | $105M |
| 2023 | 3 | 1,121 | $120M |
| 2024 | 3 | 1,251 | $140M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Cohen & Company 401(k) Psp & Trust (Carve-Out) vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cohen & Company 401(k) Psp & Trust (Carve-Out) by total assets, not by location.
Frequently Asked Questions
How did Cohen & Company 401(k) Psp & Trust (Carve-Out) assets move in 2023? ▼
How have Cohen Sequoia Enterprises Ltd. plan assets changed over time? ▼
Where does Cohen & Company 401(k) Psp & Trust (Carve-Out) rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Cohen & Company 401(k) Psp & Trust (Carve-Out)? ▼
Next read for Cohen & Company 401(k) Psp & Trust (Carv…
Filing takeaways
Ways to act on Cohen & Company 401(k) Psp & Trust (Carve-Out)'s numbers.
- By total assets, Cohen & Company 401(k) Psp & Trust (Carve-Out) 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 Ohio. Compare plans
- Cohen Sequoia Enterprises Ltd.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans