401(k) · DOL Form 5500 · 2023

Cohen Ventures, Inc Dba Energy Solutions 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
353
Participants Below avg headcount
81st
Percentile by assets National rank
$99,364
Avg per participant Below avg balance/head
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Official DOL plan name: Energy Solutions 401(k) Profit Sharing Plan · Sponsored by Cohen Ventures, Inc Dba Energy Solutions · California · Professional & Technical Services

$35M in assets, 353 participants

Cohen Ventures, Inc Dba Energy Solutions's Energy Solutions 401(k) Profit Sharing Plan reported $35M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,672 in Professional & Technical Services (20,321 peers)

Where Energy Solutions 401(k) Profit Sharing Plan sits by assets

Energy Solutions 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $35M for 353 participants (~$99,364/participant), up 45.4% in 2023.

#16,672
in Professional & Technical Services (20,321 peers)
+45.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Energy Solutions 401(k) Profit Sharing Plan's outsized position by total assets

Energy Solutions 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,075,443 Top 19% higher than 81% 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

Energy Solutions 401(k) Profit Sharing 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. Energy Solutions 401(k) Profit Sharing Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Energy Solutions 401(k) Profit Sharing Plan reported net income rose from $360K in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Energy Solutions 401(k) Profit Sharing Plan reported participants rose from 219 in the plan year 2022 filing to 353 in the plan year 2023 filing.
  • Energy Solutions 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $35M 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 · 401(k)

Energy Solutions 401(k) Profit Sharing Plan · $35M · 353 · 81st

  • EIN $35M
  • EIN 353
  • EIN 81st
  • EIN 401(k)
  • EIN near Glenview Capital Management LLC Profit Sharing Trust
  • EIN ind #16672

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 California →

Energy Solutions 401(k) Profit Sharing Plan in the asset neighbourhood

Energy Solutions 401(k) Profit Sharing PlanEnergy Solutions 401(k) Prof…$35MGlenview Capital Management LLC Profit Sharing TrustGlenview Capital Management …$35MDrive Shack and American Golf 401(k) Retirement Savings PlanDrive Shack and American Gol…$35MFirst Savings Bank Employees' Savings & Profit Sharing PlanFirst Savings Bank Employees…$35MBadger Plug Company Retirement & 401(k)PlanBadger Plug Company Retireme…$35M
End-of-year total assets ($M) among Energy Solutions 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$35M
Net Income$11M
Employer EIN943374199
Plan Effective Date1997-01-01
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 401(k) Plans in California

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

Energy Solutions 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Energy Solutions 401(k) Profit Sharing Plan, Total assets ($B): 0.035075443 · Participants: 353Energy Solutions 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Energy Solutions 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Energy Solutions 401(k) Profit Sharing Plan side-by-side with 3 peers →

Energy Solutions 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Glenview Capital Management LLC Profit Sharing Trust in NY ($35M); by covered participants it is Elementia USA LLC Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Energy Solutions 401(k) Profit Sharing Plan assets move in 2023? ▼
Energy Solutions 401(k) Profit Sharing Plan surged - up 45.4% during 2023, from $24M to $35M. Reported net income was $11M.
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 Energy Solutions 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Energy Solutions 401(k) Profit Sharing Plan ranks in the 81st 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 401(k) plans are similar in size to Energy Solutions 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glenview Capital Management LLC Profit Sharing Trust in NY ($35M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Energy Solutions 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elementia USA LLC Retirement Plan in TX (353 participants, $10M 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.