401(k) · DOL Form 5500 · 2024

Cozen Oconnor 401(k) Plan

Data updated 2026-08-25

$751M
Total assets Above avg plan size
1,491
Participants Near avg headcount
98th
Percentile by assets National rank
$503,526
Avg per participant High balance/head
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Official DOL plan name: Cozen Oconnor Profit Sharing Plan a · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$751M in assets, 1,491 participants

Cozen Oconnor's Cozen Oconnor Profit Sharing Plan a reported $751M in total assets and 1,491 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,900 in Professional & Technical Services (20,173 peers)

Where Cozen Oconnor Profit Sharing Plan a sits by assets

Cozen Oconnor Profit Sharing Plan a sits in the top 5% of all filed plans by assets, $751M for 1,491 participants (~$503,526/participant), up 12.6% in 2024.

#19,900
in Professional & Technical Services (20,173 peers)
+12.6%
assets growth YoY
7.5×
vs typical plan assets (national mean)

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

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

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

$750,757,833 Top 2% higher than 98% 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 a's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cozen Oconnor Profit Sharing Plan a lands in the large band (1,491 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cozen Oconnor Profit Sharing Plan a reported net income fell from $103M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • Cozen Oconnor Profit Sharing Plan a reported participants rose from 1,268 in the plan year 2023 filing to 1,491 in the plan year 2024 filing.
  • Cozen Oconnor Profit Sharing Plan a end-of-year assets rose from $667M in the plan year 2023 filing to $751M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231732832 · Cozen Oconnor PY 2024 · 401(k)

Cozen Oconnor Profit Sharing Plan a · $751M · 1,491 · 98th

  • RANK $751M
  • PHOTO 1,491
  • IND 98th
  • EOY 401(k)
  • 5500 near Cohnreznick LLC 401(k) Profit Sharing Plan
  • ASSETS ind #19900

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 a in the asset neighbourhood

Cohnreznick LLC 401(k) Profit Sharing PlanCohnreznick LLC 401(k) Profi…$751MCozen Oconnor Profit Sharing Plan aCozen Oconnor Profit Sharing…$751MAtlassian 401(k) Plan$750MCaterpillar Inc. Tax Deferred Retirement PlanCaterpillar Inc. Tax Deferre…$749MExact Sciences Corporation 401(k) PlanExact Sciences Corporation 4…$749M
End-of-year total assets ($M) among Cozen Oconnor Profit Sharing Plan a and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$667M
Net Assets (End of Year)$746M
Net Income$82M
Employer EIN231732832
Plan Effective Date1971-12-31
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 401(k) Plans in Pennsylvania

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

Cozen Oconnor Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Cozen Oconnor Profit Sharing Plan a, Total assets ($B): 0.750757833 · Participants: 1491Cozen Oconnor Profit Sharing Plan aComcast 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
Cozen Oconnor Profit Sharing Plan a vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Profit Sharing Plan a side-by-side with 3 peers →

Cozen Oconnor Profit Sharing Plan a's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cohnreznick LLC 401(k) Profit Sharing Plan in NJ ($751M); by covered participants it is Vox Media 401(k) Profit Sharing Plan and Trust in DC (1,491 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($751M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,491 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 a assets move in 2024? ▼
Cozen Oconnor Profit Sharing Plan a grew at a solid clip - up 12.6% during 2024, from $667M to $751M. Reported net income was $82M.
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 a rank by assets among Form 5500 filers? ▼
Cozen Oconnor Profit Sharing Plan a ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cozen Oconnor Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by assets is Cohnreznick LLC 401(k) Profit Sharing Plan in NJ ($751M, 4,024 participants).
Which 401(k) plans cover a similar participant headcount to Cozen Oconnor Profit Sharing Plan a? ▼
Among 401(k) plans in other states, the closest by covered participants is Vox Media 401(k) Profit Sharing Plan and Trust in DC (1,491 participants, $179M 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.