401(k) · DOL Form 5500 · 2023

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
18
Participants Small participant base
72nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cohen, Todd, Kite & Stanford, LLC 401(k) Plan · Sponsored by Cohen, Todd, Kite & Stanford, LLC · Ohio · Professional & Technical Services

$19M in assets, 18 participants

Cohen, Todd, Kite & Stanford, LLC's Cohen, Todd, Kite & Stanford, LLC 401(k) Plan reported $19M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,536 in Professional & Technical Services (20,321 peers)

Cohen, Todd, Kite & Stanford, LLC multi-year trail

Cohen, Todd, Kite & Stanford, LLC's plans moved +28.3% in assets from 2022 to 2024; this filing shows Cohen, Todd, Kite & Stanford, LLC 401(k) Plan at $19M / 18 participants.

#14,536
in Professional & Technical Services (20,321 peers)
+10.5%
assets growth YoY

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan's outsized position by total assets

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,187,520 Top 28% higher than 72% of 127,068 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 2023

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen, Todd, Kite & Stanford, LLC 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen, Todd, Kite & Stanford, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cohen, Todd, Kite & Stanford, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Cohen, Todd, Kite & Stanford, LLC 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310527214 · Cohen, Todd, Kite & Stanford, LLC PY 2023 · 401(k)

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan · $19M · 18 · 72nd

  • 5500 $19M
  • ASSETS 18
  • PCT 72nd
  • EIN 401(k)
  • RANK near Sanctuary Wealth Group, LLC 401(k) Retirement Plan
  • PHOTO ind #14536

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, Todd, Kite & Stanford, LLC 401(k) Plan in the asset neighbourhood

Cohen, Todd, Kite & Stanford, LLC 401(k) PlanCohen, Todd, Kite & Stanford…$19MSanctuary Wealth Group, LLC 401(k) Retirement PlanSanctuary Wealth Group, LLC …$19MDelta Engineers, Architects & Land Surveyors, Dpc Retirement Savings PlanDelta Engineers, Architects …$19M401(k) Profit Sharing Plan of Elderly Housing Management, Inc.401(k) Profit Sharing Plan o…$19MKikkoman Foods, Inc. 401(k) PlanKikkoman Foods, Inc. 401(k) …$19M
End-of-year total assets ($M) among Cohen, Todd, Kite & Stanford, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cohen, Todd, Kite & Stanford, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cohen, Todd, Kite & Stanford, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 28.299121467820314% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.4M $22.3M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 20 $17M
2023 1 18 $19M
2024 1 18 $22M

Cohen, Todd, Kite & Stanford, LLC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN310527214
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cohen, Todd, Kite & Stanford, LLC 401(k) Plan, Total assets ($B): 0.01918752 · Participants: 18Cohen, Todd, Kite & Stanford, LLC 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cohen, Todd, Kite & Stanford, LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cohen, Todd, Kite & Stanford, LLC 401(k) Plan side-by-side with 3 peers →

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sanctuary Wealth Group, LLC 401(k) Retirement Plan in IN ($19M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cohen, Todd, Kite & Stanford, LLC 401(k) Plan assets move in 2023? ▼
Cohen, Todd, Kite & Stanford, LLC 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $17M to $19M. Reported net income was $2M.
How have Cohen, Todd, Kite & Stanford, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen, Todd, Kite & Stanford, LLC's sponsor-wide assets grew 28.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Cohen, Todd, Kite & Stanford, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sanctuary Wealth Group, LLC 401(k) Retirement Plan in IN ($19M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Cohen, Todd, Kite & Stanford, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 310527214.

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.