Profit Sharing · DOL Form 5500 · 2023
Cohen Sequoia Enterprises Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 324
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $158,755
- Avg per participant Above avg balance/head
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.
- #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.
- #17,656
- in Professional & Technical Services (20,321 peers)
- +18.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Cohen & Company 401(k) Psp & Trust (Carve-Out)'s outsized position by total assets
Cohen & Company 401(k) Psp & Trust (Carve-Out) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,436,634 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cohen & Company 401(k) Psp & Trust (Carve-Out) 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 401(k) Psp & Trust (Carve-Out) sits mid-pack in the medium band (324 participants).
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.
Published 5500 schedule card
Filing strip 264094604 · Cohen Sequoia Enterprises Ltd. PY 2023 · Profit Sharing
Cohen & Company 401(k) Psp & Trust (Carve-Out) · $51M · 324 · 86th
- BOOK $51M
- VS-ST 324
- BOY 86th
- SCH Profit Sharing
- EBSA near Coffee Regional Medical Ctr Inc Employee Savings & Retirement
- PART ind #17656
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 401(k) Psp & Trust (Carve-Out) in the asset neighbourhood
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.)
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
| 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.
- 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
Cohen & Company 401(k) Psp & Trust (Carve-Out)'s out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Coffee Regional Medical Ctr Inc Employee Savings & Retirement in GA ($51M); by covered participants it is Hood College Defined Contribution Retirement Plan in MD (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.
- Hood College Defined Contribution Retirement Plan (MD) 325 · 1 off
- Angel Care, Inc. 401(k) Profit Sharing Plan (NY) 322 · 2 off
- Edges Electrical Group Profit Sharing Plan (CA) 326 · 2 off
- Work, Inc. Profit Sharing Plan (MA) 326 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.