401(k) · DOL Form 5500 · 2024
Jonathan M Cohen LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Jonathan M Cohen LLC · Pennsylvania · Professional & Technical Services
$1M in assets, 1 participants
Jonathan M Cohen LLC's Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #4,231 in Professional & Technical Services (20,173 peers)
Jonathan M Cohen LLC multi-year trail
Jonathan M Cohen LLC's plans moved +52.4% in assets from 2022 to 2024; this filing shows Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust at $1M / 1 participant.
- #4,231
- in Professional & Technical Services (20,173 peers)
- +21.1%
- assets growth YoY
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,363,650 26th percentile higher than 26% 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
Jonathan M Cohen LLC 401(k) 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. Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 3 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 273051581 · Jonathan M Cohen LLC PY 2024 · 401(k)
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust · $1M · 1 · 26th
- TYPE $1M
- NET 1
- BOOK 26th
- VS-ST 401(k)
- BOY near Rollin J. Soskin & Associates, Ltd. Profit Sharing Plan
- SCH ind #4231
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 Pennsylvania →
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Jonathan M Cohen LLC multi-year asset trail
Sponsor-wide plan assets over time
All Jonathan M Cohen LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 52.44846556564065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $894K |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 1 | $1M |
Jonathan M Cohen LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $238K |
| Employer EIN | 273051581 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Jonathan M Cohen LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Rollin J. Soskin & Associates, Ltd. Profit Sharing Plan in IL ($1M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.