401(k) · DOL Form 5500 · 2024

Cohen Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
337
Participants Below avg headcount
71st
Percentile by assets National rank
$61,212
Avg per participant Low balance/head
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Official DOL plan name: Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust · Sponsored by Cohen Holdings, Inc. · Ohio · Retail Trade

$21M in assets, 337 participants

Cohen Holdings, Inc.'s Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported $21M in total assets and 337 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.

  • #6,540 in Retail Trade (8,048 peers)

Coverage in Ohio

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust covers 337 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#6,540
in Retail Trade (8,048 peers)
+10.8%
assets growth YoY

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$20,628,295 Top 29% higher than 71% 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

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust 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 Holdings, Inc. Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (337 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust reported participants fell from 355 in the plan year 2023 filing to 337 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611649510 · Cohen Holdings, Inc. PY 2024 · 401(k)

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust · $21M · 337 · 71st

  • VS-ST $21M
  • VS-ST 337
  • VS-ST 71st
  • VS-ST 401(k)
  • VS-ST near Blue Bottle Coffee, Inc. 401(k) Plan
  • VS-ST ind #6540

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 Retail Trade retirement plans → · Plans in Ohio →

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustCohen Holdings, Inc. Profit …$21MBlue Bottle Coffee, Inc. 401(k) PlanBlue Bottle Coffee, Inc. 401…$21MLeslie Equipment Co. Retirement Savings PlanLeslie Equipment Co. Retirem…$21MFordharrison Associates & W-2 Partners 401(k)PlanFordharrison Associates & W-…$21MOmega Morgan Holdings Inc. 401(k) Savings PlanOmega Morgan Holdings Inc. 4…$21M
End-of-year total assets ($M) among Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN611649510
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Holdings, Inc.)

Sponsor-wide plan assets over time

All Cohen Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 18.67383938552821% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.4M $20.6M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 342 $17M
2023 1 355 $19M
2024 1 337 $21M

Nearby 401(k) Plans in Ohio

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

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.020628295 · Participants: 337Cohen Holdings, Inc. Profit Sharing 401(k) Plan and TrustGE 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
Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Blue Bottle Coffee, Inc. 401(k) Plan in CA ($21M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust assets move in 2024? ▼
Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust grew at a solid clip - up 10.8% during 2024, from $19M to $21M. Reported net income was $2M.
How have Cohen Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Holdings, Inc.'s sponsor-wide assets grew 18.7%, from $17M to $21M.
Which 401(k) plans are similar in size to Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Blue Bottle Coffee, Inc. 401(k) Plan in CA ($21M, 1,135 participants).
Which 401(k) plans cover a similar participant headcount to Cohen Holdings, Inc. Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (337 participants, $4M 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 611649510.

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.