Profit Sharing · DOL Form 5500 · 2024

Cozen Oconnor Profit Sharing Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
756
Participants Near avg headcount
81st
Percentile by assets National rank
$52,395
Avg per participant Low balance/head
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Official DOL plan name: Cozen Oconnor Profit Sharing Plan B · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$40M in assets, 756 participants

Cozen Oconnor's Cozen Oconnor Profit Sharing Plan B reported $40M in total assets and 756 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,510 in Professional & Technical Services (20,173 peers)

Where Cozen Oconnor Profit Sharing Plan B sits by assets

Cozen Oconnor Profit Sharing Plan B sits in the top quartile of all filed plans by assets, $40M for 756 participants (~$52,395/participant), up 43.1% in 2024.

#16,510
in Professional & Technical Services (20,173 peers)
+43.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cozen Oconnor Profit Sharing Plan B's outsized position by total assets

Cozen Oconnor Profit Sharing Plan B vs every filed plan by assets

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

$39,610,262 Top 19% higher than 81% 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

Cozen Oconnor Profit Sharing 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 Oconnor Profit Sharing Plan B sits mid-pack in the medium band (756 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cozen Oconnor Profit Sharing Plan B end-of-year assets rose from $28M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Cozen Oconnor Profit Sharing Plan B reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231732832 · Cozen Oconnor PY 2024 · Profit Sharing

Cozen Oconnor Profit Sharing Plan B · $40M · 756 · 81st

  • VS-ST $40M
  • VS-ST 756
  • VS-ST 81st
  • VS-ST Profit Sharing
  • VS-ST near Eppendorf North America, Inc. Profit Sharing Plan
  • VS-ST ind #16510

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 Oconnor Profit Sharing Plan B in the asset neighbourhood

Triple S Vida Retirement & Savings PlanTriple S Vida Retirement & S…$40MNorthern Ohio Laborers' Profit Sharing Annuity PlanNorthern Ohio Laborers' Prof…$40MEppendorf North America, Inc. Profit Sharing PlanEppendorf North America, Inc…$40MCozen Oconnor Profit Sharing Plan BCozen Oconnor Profit Sharing…$40MCommunity Medical Centers, Inc. 403(b) Retirement PlanCommunity Medical Centers, I…$40M
End-of-year total assets ($M) among Cozen Oconnor Profit Sharing Plan B and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$40M
Net Income$12M
Employer EIN231732832
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cozen Oconnor)

Sponsor-wide plan assets over time

All Cozen Oconnor plans reported in each filing year

Latest sponsor-wide plan assets
$857M 37.558426580269824% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $623M $857M ▲ +37.6%
Year Plans Participants Total Assets
2022 5 2,516 $623M
2023 5 2,690 $748M
2024 5 2,930 $857M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cozen Oconnor Profit Sharing Plan B vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Cozen Oconnor Profit Sharing Plan B, Total assets ($B): 0.039610262 · Participants: 756Cozen Oconnor Profit Sharing Plan BEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Cozen Oconnor Profit Sharing Plan B vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Profit Sharing Plan B side-by-side with 3 peers →

Cozen Oconnor Profit Sharing Plan B's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Eppendorf North America, Inc. Profit Sharing Plan in CT ($40M); by covered participants it is NECA-IBEW 1205 Pension Fund in FL (757 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (756 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 Cozen Oconnor Profit Sharing Plan B assets move in 2024? ▼
Cozen Oconnor Profit Sharing Plan B surged - up 43.1% during 2024, from $28M to $40M. Reported net income was $12M.
How have Cozen Oconnor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cozen Oconnor's sponsor-wide assets grew 37.6%, from $623M to $857M.
Where does Cozen Oconnor Profit Sharing Plan B rank by assets among Form 5500 filers? ▼
Cozen Oconnor Profit Sharing Plan B ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Cozen Oconnor Profit Sharing Plan B? ▼
Among Profit Sharing plans in other states, the closest by assets is Eppendorf North America, Inc. Profit Sharing Plan in CT ($40M, 336 participants).
Which Profit Sharing plans cover a similar participant headcount to Cozen Oconnor Profit Sharing Plan B? ▼
Among Profit Sharing plans in other states, the closest by covered participants is NECA-IBEW 1205 Pension Fund in FL (757 participants, $54M 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 231732832.

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.