401(k) · DOL Form 5500 · 2024

Cocores Holdings, LLC Dba Ufinancial Group 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
112
Participants Small participant base
52nd
Percentile by assets National rank
$73,618
Avg per participant Below avg balance/head
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Official DOL plan name: Ufinancial Employees 401(k) Plan · Sponsored by Cocores Holdings, LLC Dba Ufinancial Group · Pennsylvania · Finance & Insurance

$8M in assets, 112 participants

Cocores Holdings, LLC Dba Ufinancial Group's Ufinancial Employees 401(k) Plan reported $8M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,067 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Ufinancial Employees 401(k) Plan covers 112 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#3,067
in Finance & Insurance (8,549 peers)
+10.7%
assets growth YoY

Ufinancial Employees 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Ufinancial Employees 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,245,220 Top 48% higher than 52% 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

Ufinancial Employees 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. Ufinancial Employees 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ufinancial Employees 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $796K in the plan year 2024 filing.
  • Ufinancial Employees 401(k) Plan reported participants rose from 95 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Ufinancial Employees 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822487164 · Cocores Holdings, LLC Dba Ufinancial Group PY 2024 · 401(k)

Ufinancial Employees 401(k) Plan · $8M · 112 · 52nd

  • TYPE $8M
  • TYPE 112
  • TYPE 52nd
  • TYPE 401(k)
  • TYPE near Frank Productions Retirement Savings Plan
  • TYPE ind #3067

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Ufinancial Employees 401(k) Plan in the asset neighbourhood

Ufinancial Employees 401(k) PlanUfinancial Employees 401(k) …$8MFrank Productions Retirement Savings PlanFrank Productions Retirement…$8MAgilex Business Solutions 401(k) PlanAgilex Business Solutions 40…$8MPortacool, LLC 401(k) Plan$8MOxford Communications, Inc. 401(k) PlanOxford Communications, Inc. …$8M
End-of-year total assets ($M) among Ufinancial Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$796K
Employer EIN822487164
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cocores Holdings, LLC Dba Ufinancial Group)

Sponsor-wide plan assets over time

All Cocores Holdings, LLC Dba Ufinancial Group plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.75212888791194% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.12M $8.25M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 103 $6M
2023 1 95 $7M
2024 1 112 $8M

Nearby 401(k) Plans in Pennsylvania

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

Ufinancial Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ufinancial Employees 401(k) Plan, Total assets ($B): 0.00824522 · Participants: 112Ufinancial Employees 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Ufinancial Employees 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ufinancial Employees 401(k) Plan side-by-side with 3 peers →

Ufinancial Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Frank Productions Retirement Savings Plan in WI ($8M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Ufinancial Employees 401(k) Plan assets move in 2024? ▼
Ufinancial Employees 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $7M to $8M. Reported net income was $796K.
How have Cocores Holdings, LLC Dba Ufinancial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cocores Holdings, LLC Dba Ufinancial Group's sponsor-wide assets grew 34.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Ufinancial Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frank Productions Retirement Savings Plan in WI ($8M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Ufinancial Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 822487164.

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.