Defined Benefit (Pension) · DOL Form 5500 · 2024

Cohen Sequoia Enterprises, Ltd Pension Plan

Data updated 2026-08-25

$571
Total assets Small plan by assets
209
Participants Below avg headcount
0th
Percentile by assets National rank
$3
Avg per participant Low balance/head
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Official DOL plan name: Cohen & Company Cash Balance Plan · Sponsored by Cohen Sequoia Enterprises, Ltd · Ohio · Professional & Technical Services

$571 in assets, 209 participants

Cohen Sequoia Enterprises, Ltd's Cohen & Company Cash Balance Plan reported $571 in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 0th 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.

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

Coverage in Ohio

Cohen & Company Cash Balance Plan covers 209 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $571.

#59
in Professional & Technical Services (20,173 peers)
-100.0%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cohen & Company Cash Balance Plan among the smaller filed plans by assets

Cohen & Company Cash Balance Plan vs every filed plan by assets

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

$571 0th percentile higher than 0% 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 & Company Cash Balance 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 Cash Balance Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cohen & Company Cash Balance Plan end-of-year assets fell from $7M in the plan year 2023 filing to $571 in the plan year 2024 filing.
  • Cohen & Company Cash Balance Plan reported net income fell from -$5M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Cohen & Company Cash Balance Plan reported participants rose from 182 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 264094604 · Cohen Sequoia Enterprises, Ltd PY 2024 · Defined Benefit (Pension)

Cohen & Company Cash Balance Plan · $571 · 209 · 0th

  • EIN $571
  • EIN 209
  • EIN 0th
  • EIN Defined Benefit (Pension)
  • EIN near Jwi Employees Retirement Plan
  • EIN ind #59

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 Ohio →

Cohen & Company Cash Balance Plan in the asset neighbourhood

Cohen & Company Cash Balance PlanCohen & Company Cash Balance…$571Jwi Employees Retirement Plan$596Farmland Opportunity, LLC Pension PlanFarmland Opportunity, LLC Pe…$414L.B. Foster Company Merged Retirement PlanL.B. Foster Company Merged R…$396Liquid Transporters, Inc. Drivers & Shop Personnel Retirement PlanLiquid Transporters, Inc. Dr…$779
End-of-year total assets ($M) among Cohen & Company Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$571
Net Income-$7M
Employer EIN264094604
Plan Effective Date2011-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohen Sequoia Enterprises, Ltd)

Sponsor-wide plan assets over time

All Cohen Sequoia Enterprises, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$140M 34.158064972847725% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $105M $140M ▲ +34.2%
Year Plans Participants Total Assets
2022 3 1,089 $105M
2023 3 1,121 $120M
2024 3 1,251 $140M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Cohen & Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Cohen & Company Cash Balance Plan, Total assets ($B): 5.71e-7 · Participants: 209Cohen & Company Cash Balance PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Cohen & Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Cohen & Company Cash Balance Plan side-by-side with 3 peers →

Cohen & Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Jwi Employees Retirement Plan in SC ($596); by covered participants it is Kerry Inc. Employees Retirement Plan in WI (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 & Company Cash Balance Plan assets move in 2024? ▼
Cohen & Company Cash Balance Plan contracted severely - down 100.0% during 2024, from $7M to $571. Reported net income was -$7M.
How have Cohen Sequoia Enterprises, Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Sequoia Enterprises, Ltd's sponsor-wide assets grew 34.2%, from $105M to $140M.
Where does Cohen & Company Cash Balance Plan rank by assets among Form 5500 filers? ▼
Cohen & Company Cash Balance Plan ranks in the 0th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Cohen & Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jwi Employees Retirement Plan in SC ($596, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cohen & Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kerry Inc. Employees Retirement Plan in WI (209 participants, $68M 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 264094604.

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.