Defined Benefit (Pension) · DOL Form 5500 · 2023

Cohen Sequoia Enterprises, Ltd Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
182
Participants Below avg headcount
52nd
Percentile by assets National rank
$41,063
Avg per participant Low balance/head
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Official DOL plan name: Cohen & Company Cash Balance Plan · Sponsored by Cohen Sequoia Enterprises, Ltd · Ohio · Professional & Technical Services

$7M in assets, 182 participants

Cohen Sequoia Enterprises, Ltd's Cohen & Company Cash Balance Plan reported $7M in total assets and 182 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.

  • #10,312 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Cohen & Company Cash Balance Plan covers 182 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#10,312
in Professional & Technical Services (20,321 peers)
-37.8%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen & Company Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cohen & Company Cash Balance Plan vs every filed plan by assets

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

$7,473,379 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

Cohen & Company Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen & Company Cash Balance Plan reported net income fell from $1M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Cohen & Company Cash Balance Plan end-of-year assets fell from $12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cohen & Company Cash Balance Plan reported participants rose from 172 in the plan year 2022 filing to 182 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 · Defined Benefit (Pension)

Cohen & Company Cash Balance Plan · $7M · 182 · 52nd

  • PHOTO $7M
  • IND 182
  • EOY 52nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Teamsters Local 102 Pension Fund
  • PCT ind #10312

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 Cash Balance Plan in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$7MCohen & Company Cash Balance PlanCohen & Company Cash Balance…$7MTeamsters Local 102 Pension FundTeamsters Local 102 Pension …$7MYuasa Battery, Inc. Hourly Employees' Pension PlanYuasa Battery, Inc. Hourly E…$7MTropical Financial Credit Union Employees' Pension PlanTropical Financial Credit Un…$7M
End-of-year total assets ($M) among Cohen & Company Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$7M
Net Income-$5M
Employer EIN264094604
Plan Effective Date2011-02-01
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 Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cohen & Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Cohen & Company Cash Balance Plan, Total assets ($B): 0.007473379 · Participants: 182Cohen & Company Cash Balance PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Cohen & Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Cohen & Company Cash Balance Plan side-by-side with 3 peers →

Cohen & Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Teamsters Local 102 Pension Fund in NJ ($7M); by covered participants it is Midwest Anesthesia Partners, LLC Cash Balance Plan in IL (182 participants). Same-state nearby plans are listed separately above.

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 Cash Balance Plan assets move in 2023? ▼
Cohen & Company Cash Balance Plan contracted severely - down 37.8% during 2023, from $12M to $7M. Reported net income was -$5M.
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.
Which Defined Benefit (Pension) plans are similar in size to Cohen & Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Local 102 Pension Fund in NJ ($7M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cohen & Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Midwest Anesthesia Partners, LLC Cash Balance Plan in IL (182 participants, $16M 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.