ESOP · DOL Form 5500 · 2024
Cohen Ventures, Inc Dba Energy Solutions ESOP
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 463
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $151,667
- Avg per participant Above avg balance/head
Official DOL plan name: Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan · Sponsored by Cohen Ventures, Inc Dba Energy Solutions · California · Professional & Technical Services
$70M in assets, 463 participants
Cohen Ventures, Inc Dba Energy Solutions's Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported $70M in total assets and 463 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #17,882 in Professional & Technical Services (20,173 peers)
Where Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits by assets
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $70M for 463 participants (~$151,667/participant), up 43.8% in 2024.
- #17,882
- in Professional & Technical Services (20,173 peers)
- +43.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's outsized position by total assets
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,221,963 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership 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 Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan sits mid-pack in the medium band (463 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2023 filing to $70M in the plan year 2024 filing.
- Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan reported participants rose from 343 in the plan year 2023 filing to 463 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 943374199 · Cohen Ventures, Inc Dba Energy Solutions PY 2024 · ESOP
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan · $70M · 463 · 88th
- PHOTO $70M
- IND 463
- EOY 88th
- 5500 ESOP
- ASSETS near Rubber & Gasket Company of America Employee Stock Ownership Plan
- PCT ind #17882
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 What is an ESOP? → · Plans in California →
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $21M |
| Employer EIN | 943374199 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen Ventures, Inc Dba Energy Solutions)
Sponsor-wide plan assets over time
All Cohen Ventures, Inc Dba Energy Solutions plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 103.8854914414801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 450 | $57M |
| 2023 | 2 | 696 | $84M |
| 2024 | 2 | 941 | $117M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Rubber & Gasket Company of America Employee Stock Ownership Plan in AR ($70M); by covered participants it is Hercules Industries, Inc. Employee Stock Ownership Plan in CO (463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (463 participants); asset peers above are excluded.
- Hercules Industries, Inc. Employee Stock Ownership Plan (CO) 463 · 0 off
- Harrell's Employee Stock Ownership Plan (FL) 462 · 1 off
- The Tri-M Group Employee Stock Ownership Plan (PA) 464 · 1 off
- Sectek, Inc. Employee Stock Ownership Plan (VA) 465 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.