Defined Benefit (Pension) · DOL Form 5500 · 2024
Cozen O'connor Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $99,189
- Avg per participant Below avg balance/head
Official DOL plan name: Cozen O'connor Cash Balance Plan B · Sponsored by Cozen O'connor · Pennsylvania · Professional & Technical Services
$19M in assets, 195 participants
Cozen O'connor's Cozen O'connor Cash Balance Plan B reported $19M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #13,880 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Cozen O'connor Cash Balance Plan B covers 195 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $19M.
- #13,880
- in Professional & Technical Services (20,173 peers)
- +23.8%
- assets growth YoY
Cozen O'connor Cash Balance Plan B's outsized position by total assets
Cozen O'connor Cash Balance Plan B vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,341,906 Top 30% higher than 70% 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
Cozen O'connor Cash Balance Plan B 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. Cozen O'connor Cash Balance Plan B sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cozen O'connor Cash Balance Plan B reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Cozen O'connor Cash Balance Plan B end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Cozen O'connor Cash Balance Plan B reported participants rose from 188 in the plan year 2023 filing to 195 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231732832 · Cozen O'connor PY 2024 · Defined Benefit (Pension)
Cozen O'connor Cash Balance Plan B · $19M · 195 · 70th
- EBSA $19M
- PART 195
- TYPE 70th
- NET Defined Benefit (Pension)
- BOOK near Nelda C. and H.J. Lutcher Stark Fndtn Plan
- VS-ST ind #13880
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 Pennsylvania →
Cozen O'connor Cash Balance Plan B in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 231732832 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cozen O'connor)
Sponsor-wide plan assets over time
All Cozen O'connor plans reported in each filing year
- Latest sponsor-wide plan assets
- $857M 37.558426580269824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 2,516 | $623M |
| 2023 | 5 | 2,690 | $748M |
| 2024 | 5 | 2,930 | $857M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Cozen O'connor Cash Balance Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Nelda C. and H.J. Lutcher Stark Fndtn Plan in TX ($19M); by covered participants it is Vinson & Elkins LLP Variable Annuity Plan a in TX (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Nelda C. and H.J. Lutcher Stark Fndtn Plan (TX) $19M · 77
- Cleveland Longshoremen's Pension Fund (OH) $19M · 55
- Hay Benefits Practice Group Pension Plan (CA) $19M · 12
- Venturedyne Salaried Retirement Plan (WI) $19M · 100
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Vinson & Elkins LLP Variable Annuity Plan a (TX) 195 · 0 off
- Vinson & Elkins LLP Variable Annuity Plan B (TX) 195 · 0 off
- International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund (VA) 195 · 0 off
- Baker & Hostetler Retirement Benefit Enhancement Plan (OH) 196 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.