401(k) · DOL Form 5500 · 2024
Cohen Sequoia Enterprises, Ltd. 401(k) Plan
Data updated 2026-08-25
- $76M
- Total assets Below avg plan size
- 683
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $111,455
- Avg per participant Below avg balance/head
Official DOL plan name: Cohen & Company, Ltd. Profit Sharing/401(k) Plan · Sponsored by Cohen Sequoia Enterprises, Ltd. · Ohio · Professional & Technical Services
$76M in assets, 683 participants
Cohen Sequoia Enterprises, Ltd.'s Cohen & Company, Ltd. Profit Sharing/401(k) Plan reported $76M in total assets and 683 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.
- #18,031 in Professional & Technical Services (20,173 peers)
Where Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits by assets
Cohen & Company, Ltd. Profit Sharing/401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 683 participants (~$111,455/participant), up 24.7% in 2024.
- #18,031
- in Professional & Technical Services (20,173 peers)
- +24.7%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Cohen & Company, Ltd. Profit Sharing/401(k) Plan's outsized position by total assets
Cohen & Company, Ltd. Profit Sharing/401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$76,123,668 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 & Company, Ltd. Profit Sharing/401(k) 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, Ltd. Profit Sharing/401(k) Plan sits mid-pack in the medium band (683 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen & Company, Ltd. Profit Sharing/401(k) Plan reported net income rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Cohen & Company, Ltd. Profit Sharing/401(k) Plan end-of-year assets rose from $61M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Cohen & Company, Ltd. Profit Sharing/401(k) Plan reported participants rose from 615 in the plan year 2023 filing to 683 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 264094604 · Cohen Sequoia Enterprises, Ltd. PY 2024 · 401(k)
Cohen & Company, Ltd. Profit Sharing/401(k) Plan · $76M · 683 · 88th
- 5500 $76M
- 5500 683
- 5500 88th
- 5500 401(k)
- 5500 near Badger Mining Corporation 401(k) Savings Plan
- 5500 ind #18031
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, Ltd. Profit Sharing/401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $17M |
| Employer EIN | 264094604 |
| Plan Effective Date | 1985-01-01 |
| 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 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Cohen & Company, Ltd. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Badger Mining Corporation 401(k) Savings Plan in WI ($76M); by covered participants it is Iaero Airways 401(k) Plan in NC (683 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($76M here).
- Badger Mining Corporation 401(k) Savings Plan (WI) $76M · 290
- Shoe Carnival, Inc. Retirement Savings Plan (IN) $76M · 3,150
- Rathje Companies 401(k) Plan (IL) $76M · 612
- P. Kaufmann Employees' 401(k) Profit-Sharing Trust (NY) $76M · 142
Similar participant headcount
Nearest other-state filings by covered participants (683 participants); asset peers above are excluded.
- Iaero Airways 401(k) Plan (NC) 683 · 0 off
- Greenwich Aerogroup, Inc. Retirement Savings Plan (CT) 683 · 0 off
- Kda Direct Operations 401(k) Plan (NJ) 683 · 0 off
- Vector Solutions 401(k) Plan (FL) 683 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.