401(k) · DOL Form 5500 · 2024
Cohen Weiss and Simon LLP 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 45
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Cohen Weiss and Simon LLP · New York · Professional & Technical Services
$46M in assets, 45 participants
Cohen Weiss and Simon LLP's Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported $46M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #16,938 in Professional & Technical Services (20,173 peers)
Where Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust sits by assets
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $46M for 45 participants (~$1.0M/participant), up 17.1% in 2024.
- #16,938
- in Professional & Technical Services (20,173 peers)
- +17.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,338,005 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $40M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust reported participants rose from 39 in the plan year 2023 filing to 45 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131592323 · Cohen Weiss and Simon LLP PY 2024 · 401(k)
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust · $46M · 45 · 83rd
- TYPE $46M
- NET 45
- BOOK 83rd
- VS-ST 401(k)
- BOY near Rain the Growth Agency Group Retirement Plan
- SCH ind #16938
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 New York →
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $7M |
| Employer EIN | 131592323 |
| Plan Effective Date | 1968-12-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen Weiss and Simon LLP)
Sponsor-wide plan assets over time
All Cohen Weiss and Simon LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 27.01148086303549% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $36M |
| 2023 | 1 | 39 | $40M |
| 2024 | 1 | 45 | $46M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Cohen Weiss and Simon LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Rain the Growth Agency Group Retirement Plan in OR ($46M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Rain the Growth Agency Group Retirement Plan (OR) $46M · 234
- Healthesystems 401(k) Plan (FL) $46M · 325
- Primary Care Partners, Inc. 401(k) Profit Sharing Plan (CO) $46M · 236
- Quirch Foods 401(k) Plan (FL) $46M · 1,740
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- The Fredericks Company 401(k) & Profit Sharing Plan (PA) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.