Profit Sharing · DOL Form 5500 · 2024

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust · Sponsored by Martin P. Cohen, Cpa, P.C. · New York · Professional & Technical Services

$3M in assets, 2 participants

Martin P. Cohen, Cpa, P.C.'s Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,168 in Professional & Technical Services (20,173 peers)

Martin P. Cohen, Cpa, P.C. multi-year trail

Martin P. Cohen, Cpa, P.C.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust at $3M / 2 participants.

#6,168
in Professional & Technical Services (20,173 peers)
+16.1%
assets growth YoY

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,006,354 34th percentile higher than 34% 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

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust reported net income rose from $342K in the plan year 2023 filing to $418K in the plan year 2024 filing.
  • Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 461301310 · Martin P. Cohen, Cpa, P.C. PY 2024 · Profit Sharing

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust · $3M · 2 · 34th

  • SCH $3M
  • EBSA 2
  • PART 34th
  • TYPE Profit Sharing
  • NET near Serenity Lane Health Services and Affiliated Companies Pension Plan
  • BOOK ind #6168

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 →

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust in the asset neighbourhood

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and TrustMartin P. Cohen, Cpa, P.C. P…$3MSerenity Lane Health Services and Affiliated Companies Pension PlanSerenity Lane Health Service…$3MMiles R Poor Dds PC Profit Sharing PlanMiles R Poor Dds PC Profit S…$3MJohn Hansen Real Estate Investment Profit SharingJohn Hansen Real Estate Inve…$3MHarbor Home Care Co. Retirement PlanHarbor Home Care Co. Retirem…$3M
End-of-year total assets ($M) among Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Martin P. Cohen, Cpa, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Martin P. Cohen, Cpa, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 33.797638656288704% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $3.01M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $3M

Martin P. Cohen, Cpa, P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$418K
Employer EIN461301310
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust, Total assets ($B): 0.003006354 · Participants: 2Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust side-by-side with 3 peers →

Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust assets move in 2024? ▼
Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust grew sharply - up 16.1% during 2024, from $3M to $3M. Reported net income was $418K.
How have Martin P. Cohen, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martin P. Cohen, Cpa, P.C.'s sponsor-wide assets grew 33.8%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR ($3M, 190 participants).
Which Profit Sharing plans cover a similar participant headcount to Martin P. Cohen, Cpa, P.C. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 461301310.

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.