401(k) · DOL Form 5500 · 2023

Cohen, Rife & Jutzi, PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
33rd
Percentile by assets National rank
$269,984
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cohen, Rife & Jutzi, PC Profit Sharing Plan · Sponsored by Cohen, Rife & Jutzi, PC · Arizona · Professional & Technical Services

$2M in assets, 9 participants

Cohen, Rife & Jutzi, PC's Cohen, Rife & Jutzi, PC Profit Sharing Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,932 in Professional & Technical Services (20,321 peers)

Cohen, Rife & Jutzi, PC multi-year trail

Cohen, Rife & Jutzi, PC's plans moved +18.7% in assets from 2022 to 2024; this filing shows Cohen, Rife & Jutzi, PC Profit Sharing Plan at $2M / 9 participants.

#5,932
in Professional & Technical Services (20,321 peers)
+19.2%
assets growth YoY

Cohen, Rife & Jutzi, PC Profit Sharing Plan among the smaller filed plans by assets

Cohen, Rife & Jutzi, PC Profit Sharing Plan vs every filed plan by assets

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

$2,429,853 33rd percentile higher than 33% 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, Rife & Jutzi, PC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen, Rife & Jutzi, PC Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen, Rife & Jutzi, PC Profit Sharing Plan reported net income rose from -$282K in the plan year 2022 filing to $391K in the plan year 2023 filing.
  • Cohen, Rife & Jutzi, PC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860292783 · Cohen, Rife & Jutzi, PC PY 2023 · 401(k)

Cohen, Rife & Jutzi, PC Profit Sharing Plan · $2M · 9 · 33rd

  • NET $2M
  • NET 9
  • NET 33rd
  • NET 401(k)
  • NET near Crc, Inc. Dba Charles River Computers and Affiliates 401(k) Savings Plan
  • NET ind #5932

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 Arizona →

Cohen, Rife & Jutzi, PC Profit Sharing Plan in the asset neighbourhood

Cohen, Rife & Jutzi, PC Profit Sharing PlanCohen, Rife & Jutzi, PC Prof…$2MCrc, Inc. Dba Charles River Computers and Affiliates 401(k) Savings PlanCrc, Inc. Dba Charles River …$2MSst Group, LLC 401(k) Plan$2MCasad Company 401(k) Plan$2MAllergy Asthma Care Center Inc. 401(k) Profit Sharing PlanAllergy Asthma Care Center I…$2M
End-of-year total assets ($M) among Cohen, Rife & Jutzi, PC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cohen, Rife & Jutzi, PC multi-year asset trail

Sponsor-wide plan assets over time

All Cohen, Rife & Jutzi, PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.687993471306264% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.04M $2.42M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $2M
2024 1 9 $2M

Cohen, Rife & Jutzi, PC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$391K
Employer EIN860292783
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Cohen, Rife & Jutzi, PC Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Cohen, Rife & Jutzi, PC Profit Sharing Plan, Total assets ($B): 0.002429853 · Participants: 9Cohen, Rife & Jutzi, PC Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Cohen, Rife & Jutzi, PC Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Cohen, Rife & Jutzi, PC Profit Sharing Plan side-by-side with 3 peers →

Cohen, Rife & Jutzi, PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Crc, Inc. Dba Charles River Computers and Affiliates 401(k) Savings Plan in NY ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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, Rife & Jutzi, PC Profit Sharing Plan assets move in 2023? ▼
Cohen, Rife & Jutzi, PC Profit Sharing Plan grew sharply - up 19.2% during 2023, from $2M to $2M. Reported net income was $391K.
How have Cohen, Rife & Jutzi, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen, Rife & Jutzi, PC's sponsor-wide assets grew 18.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Cohen, Rife & Jutzi, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crc, Inc. Dba Charles River Computers and Affiliates 401(k) Savings Plan in NY ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Cohen, Rife & Jutzi, PC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 860292783.

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.