ESOP · DOL Form 5500 · 2023

Cohen Ventures, Inc Dba Energy Solutions ESOP

Data updated 2026-08-25

$49M
Total assets Below avg plan size
343
Participants Below avg headcount
85th
Percentile by assets National rank
$142,391
Avg per participant Near avg balance/head
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Official DOL plan name: Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan · Sponsored by Cohen Ventures, Inc Dba Energy Solutions · California · Professional & Technical Services

$49M in assets, 343 participants

Cohen Ventures, Inc Dba Energy Solutions's Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported $49M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,547 in Professional & Technical Services (20,321 peers)

Where Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits by assets

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $49M for 343 participants (~$142,391/participant), up 47.9% in 2023.

#17,547
in Professional & Technical Services (20,321 peers)
+47.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's outsized position by total assets

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs every filed plan by assets

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

$48,840,087 Top 15% higher than 85% 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 Ventures, Inc. Dba Energy Solutions Employee Stock Ownership 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 Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported participants rose from 231 in the plan year 2022 filing to 343 in the plan year 2023 filing.
  • Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan end-of-year assets rose from $33M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943374199 · Cohen Ventures, Inc Dba Energy Solutions PY 2023 · ESOP

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan · $49M · 343 · 85th

  • RANK $49M
  • PHOTO 343
  • IND 85th
  • EOY ESOP
  • 5500 near City Auto Glass, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #17547

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 What is an ESOP? → · Plans in California →

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in the asset neighbourhood

Tobacco Rag Processors, Inc. Employee Stock Ownership PlanTobacco Rag Processors, Inc.…$49MCohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership PlanCohen Ventures, Inc. Dba Ene…$49MCity Auto Glass, Inc. Employee Stock Ownership Plan and TrustCity Auto Glass, Inc. Employ…$49MAmerican Refining Group Employee Stock Ownership PlanAmerican Refining Group Empl…$49MKapur & Associates, Inc. Employee Stock Ownership PlanKapur & Associates, Inc. Emp…$49M
End-of-year total assets ($M) among Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$47M
Net Income$16M
Employer EIN943374199
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Ventures, Inc Dba Energy Solutions)

Sponsor-wide plan assets over time

All Cohen Ventures, Inc Dba Energy Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$117M 103.8854914414801% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $57.2M $117M ▲ +103.9%
Year Plans Participants Total Assets
2022 2 450 $57M
2023 2 696 $84M
2024 2 941 $117M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan, Total assets ($B): 0.048840087 · Participants: 343Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan side-by-side with 3 peers →

Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($49M); by covered participants it is Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in IN (343 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 Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan assets move in 2023? ▼
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan surged - up 47.9% during 2023, from $33M to $49M. Reported net income was $16M.
How have Cohen Ventures, Inc Dba Energy Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Ventures, Inc Dba Energy Solutions's sponsor-wide assets grew 103.9%, from $57M to $117M.
Where does Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is City Auto Glass, Inc. Employee Stock Ownership Plan and Trust in MN ($49M, 85 participants).
Which ESOP plans cover a similar participant headcount to Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Indiana Professional Management Group, Inc. Employee Stock Ownership Plan in IN (343 participants, $15M 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 943374199.

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.