401(k) · DOL Form 5500 · 2024

David S. Cohen 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
6
Participants Small participant base
37th
Percentile by assets National rank
$597,771
Avg per participant High balance/head
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Official DOL plan name: David S. Cohen 401(k) Profit Sharing Plan · Sponsored by David S. Cohen · Texas · Finance & Insurance

$4M in assets, 6 participants

David S. Cohen's David S. Cohen 401(k) Profit Sharing Plan reported $4M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,070 in Finance & Insurance (8,549 peers)

David S. Cohen multi-year trail

David S. Cohen's plans moved +41.9% in assets from 2022 to 2024; this filing shows David S. Cohen 401(k) Profit Sharing Plan at $4M / 6 participants.

#2,070
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY

David S. Cohen 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

David S. Cohen 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,586,626 37th percentile higher than 37% of 123,620 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 2024

David S. Cohen 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David S. Cohen 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David S. Cohen 401(k) Profit Sharing Plan reported net income fell from $614K in the plan year 2023 filing to $445K in the plan year 2024 filing.
  • David S. Cohen 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760372017 · David S. Cohen PY 2024 · 401(k)

David S. Cohen 401(k) Profit Sharing Plan · $4M · 6 · 37th

  • EOY $4M
  • 5500 6
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Nationwide Studios 401(k) Plan
  • RANK ind #2070

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 Texas →

David S. Cohen 401(k) Profit Sharing Plan in the asset neighbourhood

David S. Cohen 401(k) Profit Sharing PlanDavid S. Cohen 401(k) Profit…$4MNationwide Studios 401(k) PlanNationwide Studios 401(k) Pl…$4MProvenance Hotels Employee 401(k) Plan and TrustProvenance Hotels Employee 4…$4MArbor Housing & Development 401(k) Retirement PlanArbor Housing & Development …$4MLaw Office of Mark a. Kaire, P.a. Profit Sharing PlanLaw Office of Mark a. Kaire,…$4M
End-of-year total assets ($M) among David S. Cohen 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

David S. Cohen multi-year asset trail

Sponsor-wide plan assets over time

All David S. Cohen plans reported in each filing year

Latest sponsor-wide plan assets
$4M 41.94290110570289% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.53M $3.59M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $3M
2024 1 6 $4M

David S. Cohen filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$445K
Employer EIN760372017
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

David S. Cohen 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants David S. Cohen 401(k) Profit Sharing Plan, Total assets ($B): 0.003586626 · Participants: 6David S. Cohen 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
David S. Cohen 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare David S. Cohen 401(k) Profit Sharing Plan side-by-side with 3 peers →

David S. Cohen 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nationwide Studios 401(k) Plan in TN ($4M); by covered participants it is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David S. Cohen 401(k) Profit Sharing Plan assets move in 2024? ▼
David S. Cohen 401(k) Profit Sharing Plan grew at a solid clip - up 14.2% during 2024, from $3M to $4M. Reported net income was $445K.
How have David S. Cohen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David S. Cohen's sponsor-wide assets grew 41.9%, from $3M to $4M.
Which 401(k) plans are similar in size to David S. Cohen 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nationwide Studios 401(k) Plan in TN ($4M, 214 participants).
Which 401(k) plans cover a similar participant headcount to David S. Cohen 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pat Nguyen Safe Harbor 401(k) Plan in GA (6 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760372017.

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.