401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$22M
Total assets Small plan by assets
18
Participants Small participant base
72nd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Cohen, Todd, Kite & Stanford, LLC 401(k) Plan · Sponsored by Cohen, Todd, Kite & Stanford, LLC · Ohio · Professional & Technical Services

$22M in assets, 18 participants

Cohen, Todd, Kite & Stanford, LLC's Cohen, Todd, Kite & Stanford, LLC 401(k) Plan reported $22M in total assets and 18 participants in its 2024 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.

  • #14,487 in Professional & Technical Services (20,173 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 $22M / 18 participants.

#14,487
in Professional & Technical Services (20,173 peers)
+16.1%
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 2024 · DOL Form 5500

$22,271,678 Top 28% higher than 72% 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, Todd, Kite & Stanford, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 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 2023 → plan year 2024

  • Cohen, Todd, Kite & Stanford, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Cohen, Todd, Kite & Stanford, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 310527214 · Cohen, Todd, Kite & Stanford, LLC PY 2024 · 401(k)

Cohen, Todd, Kite & Stanford, LLC 401(k) Plan · $22M · 18 · 72nd

  • PART $22M
  • PART 18
  • PART 72nd
  • PART 401(k)
  • PART near Critical Care & Pulmonary Consultants, P.C. 401(k) Plan
  • PART ind #14487

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…$22MCritical Care & Pulmonary Consultants, P.C. 401(k) PlanCritical Care & Pulmonary Co…$22MPoint.360 401(k) Plan$22MTrillium Corporation 401(k) Profit Sharing PlanTrillium Corporation 401(k) …$22MElkay Plastics Co., Inc. 401(k) Profit Sharing PlanElkay Plastics Co., Inc. 401…$22M
End-of-year total assets ($M) among Cohen, Todd, Kite & Stanford, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
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 -505101520 Total assets ($B) Participants Cohen, Todd, Kite & Stanford, LLC 401(k) Plan, Total assets ($B): 0.022271678 · Participants: 18Cohen, Todd, Kite & Stanford, LLC 401(k) PlanGE 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, 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 Critical Care & Pulmonary Consultants, P.C. 401(k) Plan in CO ($22M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (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 2024. 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 2024? ▼
Cohen, Todd, Kite & Stanford, LLC 401(k) Plan grew sharply - up 16.1% during 2024, from $19M to $22M. Reported net income was $3M.
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 Critical Care & Pulmonary Consultants, P.C. 401(k) Plan in CO ($22M, 185 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 Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 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.