401(k) · DOL Form 5500 · 2024
Cohen & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $198,993
- Avg per participant Above avg balance/head
Official DOL plan name: Cohen & Company, LLC 401(k) Plan · Sponsored by Cohen & Company, LLC · Pennsylvania · Finance & Insurance
$21M in assets, 105 participants
Cohen & Company, LLC's Cohen & Company, LLC 401(k) Plan reported $21M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,817 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Cohen & Company, LLC 401(k) Plan covers 105 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $21M.
- #4,817
- in Finance & Insurance (8,549 peers)
- +20.7%
- assets growth YoY
Cohen & Company, LLC 401(k) Plan's outsized position by total assets
Cohen & Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,894,282 Top 29% higher than 71% 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 & Company, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen & Company, LLC 401(k) Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen & Company, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Cohen & Company, LLC 401(k) Plan reported participants fell from 113 in the plan year 2023 filing to 105 in the plan year 2024 filing.
- Cohen & Company, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 010825075 · Cohen & Company, LLC PY 2024 · 401(k)
Cohen & Company, LLC 401(k) Plan · $21M · 105 · 71st
- VS-ST $21M
- BOY 105
- SCH 71st
- EBSA 401(k)
- PART near Implus Footcare, LLC Savings Plan
- TYPE ind #4817
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 Finance & Insurance retirement plans → · Plans in Pennsylvania →
Cohen & Company, LLC 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 010825075 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen & Company, LLC)
Sponsor-wide plan assets over time
All Cohen & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 50.83555082567525% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $14M |
| 2023 | 1 | 113 | $17M |
| 2024 | 1 | 105 | $21M |
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
Cohen & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Implus Footcare, LLC Savings Plan in NC ($21M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Implus Footcare, LLC Savings Plan (NC) $21M · 393
- Mueller-Yurgae Associates, Inc. 401(k) Profit Sharing Plan (IA) $21M · 198
- P1 Retirement Plan (IN) $21M · 407
- Pineapple Energy, Inc. Employee Savings Plan (MN) $21M · 202
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
- Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
- M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
- Laforce & Company, LLC 401(k) & Profit Sharing Plan (NY) 105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.