401(k) · DOL Form 5500 · 2023

Cocores Holdings, LLC Dba Ufinancial Group 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
95
Participants Small participant base
52nd
Percentile by assets National rank
$78,416
Avg per participant Below avg balance/head
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Official DOL plan name: Ufinancial Employees 401(k) Plan · Sponsored by Cocores Holdings, LLC Dba Ufinancial Group · Pennsylvania · Finance & Insurance

$7M in assets, 95 participants

Cocores Holdings, LLC Dba Ufinancial Group's Ufinancial Employees 401(k) Plan reported $7M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,327 in Finance & Insurance (8,869 peers)

Cocores Holdings, LLC Dba Ufinancial Group multi-year trail

Cocores Holdings, LLC Dba Ufinancial Group's plans moved +34.8% in assets from 2022 to 2024; this filing shows Ufinancial Employees 401(k) Plan at $7M / 95 participants.

#3,327
in Finance & Insurance (8,869 peers)
+21.7%
assets growth YoY

Ufinancial Employees 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ufinancial Employees 401(k) Plan vs every filed plan by assets

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

$7,449,535 Top 48% higher than 52% 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

Ufinancial Employees 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. Ufinancial Employees 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ufinancial Employees 401(k) Plan reported net income rose from -$874K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ufinancial Employees 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ufinancial Employees 401(k) Plan reported participants fell from 103 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822487164 · Cocores Holdings, LLC Dba Ufinancial Group PY 2023 · 401(k)

Ufinancial Employees 401(k) Plan · $7M · 95 · 52nd

  • EOY $7M
  • EOY 95
  • EOY 52nd
  • EOY 401(k)
  • EOY near Big Horn Hospital Association 401(k) Plan
  • EOY ind #3327

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Ufinancial Employees 401(k) Plan in the asset neighbourhood

Ufinancial Employees 401(k) PlanUfinancial Employees 401(k) …$7MBig Horn Hospital Association 401(k) PlanBig Horn Hospital Associatio…$7MElectrical Motor Repair Co. of Nj 401(k) PlanElectrical Motor Repair Co. …$7MMccraw Oil/Kwik Chek 401(k) PlanMccraw Oil/Kwik Chek 401(k) …$7MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$7M
End-of-year total assets ($M) among Ufinancial Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cocores Holdings, LLC Dba Ufinancial Group multi-year asset trail

Sponsor-wide plan assets over time

All Cocores Holdings, LLC Dba Ufinancial Group plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.75212888791194% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.12M $8.25M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 95 $7M
2024 1 112 $8M

Cocores Holdings, LLC Dba Ufinancial Group filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN822487164
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Ufinancial Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Ufinancial Employees 401(k) Plan, Total assets ($B): 0.007449535 · Participants: 95Ufinancial Employees 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
Ufinancial Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ufinancial Employees 401(k) Plan side-by-side with 3 peers →

Ufinancial Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Big Horn Hospital Association 401(k) Plan in MT ($7M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Ufinancial Employees 401(k) Plan assets move in 2023? ▼
Ufinancial Employees 401(k) Plan grew sharply - up 21.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Cocores Holdings, LLC Dba Ufinancial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cocores Holdings, LLC Dba Ufinancial Group's sponsor-wide assets grew 34.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Ufinancial Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Big Horn Hospital Association 401(k) Plan in MT ($7M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Ufinancial Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 822487164.

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.