401(k) · DOL Form 5500 · 2024

Franklin County Historical Society Dba Cosi 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
165
Participants Small participant base
59th
Percentile by assets National rank
$71,746
Avg per participant Below avg balance/head
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Official DOL plan name: The Retirement Plan for the Team Members of Cosi · Sponsored by Franklin County Historical Society Dba Cosi · Ohio · Arts, Entertainment & Recreation

$12M in assets, 165 participants

Franklin County Historical Society Dba Cosi's The Retirement Plan for the Team Members of Cosi reported $12M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #2,188 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Ohio

The Retirement Plan for the Team Members of Cosi covers 165 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#2,188
in Arts, Entertainment & Recreation (2,921 peers)
+22.5%
assets growth YoY

The Retirement Plan for the Team Members of Cosi's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Retirement Plan for the Team Members of Cosi vs every filed plan by assets

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

$11,838,047 Top 41% higher than 59% 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

The Retirement Plan for the Team Members of Cosi 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. The Retirement Plan for the Team Members of Cosi sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retirement Plan for the Team Members of Cosi reported participants rose from 80 in the plan year 2023 filing to 165 in the plan year 2024 filing.
  • The Retirement Plan for the Team Members of Cosi end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • The Retirement Plan for the Team Members of Cosi reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 314383802 · Franklin County Historical Society Dba Cosi PY 2024 · 401(k)

The Retirement Plan for the Team Members of Cosi · $12M · 165 · 59th

  • IND $12M
  • EOY 165
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Park Place Surgical Hospital 401(k) Plan and Trust
  • EIN ind #2188

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

The Retirement Plan for the Team Members of Cosi in the asset neighbourhood

The Retirement Plan for the Team Members of CosiThe Retirement Plan for the …$12MPark Place Surgical Hospital 401(k) Plan and TrustPark Place Surgical Hospital…$12MAdi American Distributors, LLC 401(k) Retirement PlanAdi American Distributors, L…$12MTallman Equipment Co., Inc. Retirement Plan & TrustTallman Equipment Co., Inc. …$12MSummit Handling Systems, Inc.401(k) Profit Sharing PlanSummit Handling Systems, Inc…$12M
End-of-year total assets ($M) among The Retirement Plan for the Team Members of Cosi and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN314383802
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Franklin County Historical Society Dba Cosi)

Sponsor-wide plan assets over time

All Franklin County Historical Society Dba Cosi plans reported in each filing year

Latest sponsor-wide plan assets
$12M 53.072618691258874% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.73M $11.8M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 80 $8M
2023 1 80 $10M
2024 1 165 $12M

Nearby 401(k) Plans in Ohio

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

The Retirement Plan for the Team Members of Cosi vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Retirement Plan for the Team Members of Cosi, Total assets ($B): 0.011838047 · Participants: 165The Retirement Plan for the Team Members of CosiGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Retirement Plan for the Team Members of Cosi vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Retirement Plan for the Team Members of Cosi side-by-side with 3 peers →

The Retirement Plan for the Team Members of Cosi's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Park Place Surgical Hospital 401(k) Plan and Trust in LA ($12M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 The Retirement Plan for the Team Members of Cosi assets move in 2024? ▼
The Retirement Plan for the Team Members of Cosi grew sharply - up 22.5% during 2024, from $10M to $12M. Reported net income was $2M.
How have Franklin County Historical Society Dba Cosi plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Franklin County Historical Society Dba Cosi's sponsor-wide assets grew 53.1%, from $8M to $12M.
Which 401(k) plans are similar in size to The Retirement Plan for the Team Members of Cosi? ▼
Among 401(k) plans in other states, the closest by assets is Park Place Surgical Hospital 401(k) Plan and Trust in LA ($12M, 229 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Plan for the Team Members of Cosi? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 314383802.

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.