401(k) · DOL Form 5500 · 2024

Coogan Smith LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
17
Participants Small participant base
57th
Percentile by assets National rank
$626,516
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coogan Smith Profit Sharing Plan · Sponsored by Coogan Smith LLP · Massachusetts · Professional & Technical Services

$11M in assets, 17 participants

Coogan Smith LLP's Coogan Smith Profit Sharing Plan reported $11M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,181 in Professional & Technical Services (20,173 peers)

Coogan Smith LLP multi-year trail

Coogan Smith LLP's plans moved +21.4% in assets from 2022 to 2024; this filing shows Coogan Smith Profit Sharing Plan at $11M / 17 participants.

#11,181
in Professional & Technical Services (20,173 peers)
+9.2%
assets growth YoY

Coogan Smith Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Coogan Smith Profit Sharing Plan vs every filed plan by assets

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

$10,650,779 Top 43% higher than 57% 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

Coogan Smith Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coogan Smith Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coogan Smith Profit Sharing Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Coogan Smith Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Coogan Smith Profit Sharing Plan reported net income fell from $981K in the plan year 2023 filing to $896K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042461131 · Coogan Smith LLP PY 2024 · 401(k)

Coogan Smith Profit Sharing Plan · $11M · 17 · 57th

  • SCH $11M
  • SCH 17
  • SCH 57th
  • SCH 401(k)
  • SCH near Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan
  • SCH ind #11181

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 Massachusetts →

Coogan Smith Profit Sharing Plan in the asset neighbourhood

Coogan Smith Profit Sharing PlanCoogan Smith Profit Sharing …$11MKenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing PlanKenney, Shelton, Liptak & No…$11MGulfspan Industrial, LLC 401(k) Retirement PlanGulfspan Industrial, LLC 401…$11MViking Construction Company, Inc. 401(k) Profit Sharing PlanViking Construction Company,…$11MAllan Vigil Ford Lincoln 401(k) Profit Sharing PlanAllan Vigil Ford Lincoln 401…$11M
End-of-year total assets ($M) among Coogan Smith Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Coogan Smith LLP multi-year asset trail

Sponsor-wide plan assets over time

All Coogan Smith LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.389070357657847% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.77M $10.7M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 14 $9M
2023 1 15 $10M
2024 1 17 $11M

Coogan Smith LLP filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$896K
Employer EIN042461131
Plan Effective Date1967-12-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Coogan Smith Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Coogan Smith Profit Sharing Plan, Total assets ($B): 0.010650779 · Participants: 17Coogan Smith Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Coogan Smith Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Coogan Smith Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan in NY ($11M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Coogan Smith Profit Sharing Plan assets move in 2024? ▼
Coogan Smith Profit Sharing Plan grew at a solid clip - up 9.2% during 2024, from $10M to $11M. Reported net income was $896K.
How have Coogan Smith LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coogan Smith LLP's sponsor-wide assets grew 21.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Coogan Smith Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenney, Shelton, Liptak & Nowak, LLP 401(k) Profit Sharing Plan in NY ($11M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Coogan Smith Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 042461131.

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.