Profit Sharing · DOL Form 5500 · 2024
Cohen Sequoia Enterprises Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 359
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $179,041
- Avg per participant Above avg balance/head
Official DOL plan name: Cohen & Company 401(k) Psp & Trust (Carve-Out) · Sponsored by Cohen Sequoia Enterprises Ltd. · Ohio · Professional & Technical Services
$64M in assets, 359 participants
Cohen Sequoia Enterprises Ltd.'s Cohen & Company 401(k) Psp & Trust (Carve-Out) reported $64M in total assets and 359 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #17,708 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Cohen & Company 401(k) Psp & Trust (Carve-Out) covers 359 participants in Ohio, about 47% of the average Ohio filer (state average ~765 per filing). Assets: $64M.
- #17,708
- in Professional & Technical Services (20,173 peers)
- +25.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Cohen & Company 401(k) Psp & Trust (Carve-Out)'s outsized position by total assets
Cohen & Company 401(k) Psp & Trust (Carve-Out) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,275,593 Top 13% higher than 87% 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 & Company 401(k) Psp & Trust (Carve-Out) 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 401(k) Psp & Trust (Carve-Out) sits mid-pack in the medium band (359 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen & Company 401(k) Psp & Trust (Carve-Out) reported net income rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Cohen & Company 401(k) Psp & Trust (Carve-Out) end-of-year assets rose from $51M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Cohen & Company 401(k) Psp & Trust (Carve-Out) reported participants rose from 324 in the plan year 2023 filing to 359 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 264094604 · Cohen Sequoia Enterprises Ltd. PY 2024 · Profit Sharing
Cohen & Company 401(k) Psp & Trust (Carve-Out) · $64M · 359 · 87th
- SCH $64M
- SCH 359
- SCH 87th
- SCH Profit Sharing
- SCH near American Type Culture Collection Defined Contribution Retirement 401a
- SCH ind #17708
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 401(k) Psp & Trust (Carve-Out) in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $11M |
| Employer EIN | 264094604 |
| Plan Effective Date | 2011-02-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,089 | $105M |
| 2023 | 3 | 1,121 | $120M |
| 2024 | 3 | 1,251 | $140M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.8B · 51,751
- Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
- Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
- The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
- Three Rivers Annuity Fund $214M · 960
Cohen & Company 401(k) Psp & Trust (Carve-Out)'s out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is American Type Culture Collection Defined Contribution Retirement 401a in VA ($65M); by covered participants it is Element Care, Inc. 403(b) Plan in MA (359 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.
- Element Care, Inc. 403(b) Plan (MA) 359 · 0 off
- Artis Naples, Inc. Retirement Plan (FL) 358 · 1 off
- Bac 1 Supplemental Retirement Fund (MN) 358 · 1 off
- Child Guidance Resource Centers, Inc. 403(b) Retirement Plan (PA) 358 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.