401(k) · DOL Form 5500 · 2024
Cozen Oconnor 401(k) Plan
Data updated 2026-08-06
- $751M
- Total assets
- 1,491
- Participants
- 98th
- Percentile by assets
- $503,526
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #19,288 in Professional & Technical Services (19,542 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.
- $751M
- total plan assets (2024 EOY)
- 1,491
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $503,526
- avg assets per participant
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.
Cozen Oconnor Profit Sharing Plan a vs the 2024 asset distribution
By assets, Cozen Oconnor Profit Sharing Plan a outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $667M |
|---|---|
| Net Assets (End of Year) | $746M |
| Net Income | $82M |
| Employer EIN | 231732832 |
| Plan Effective Date | 1971-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cozen Oconnor)
| 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
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cozen Oconnor Profit Sharing Plan a by total assets, not by location.
- Cohnreznick LLC 401(k) Profit Sharing Plan (NJ) $751M · 4,024
- Atlassian 401(k) Plan (CA) $750M · 4,404
- Caterpillar Inc. Tax Deferred Retirement Plan (TX) $749M · 7,176
- Exact Sciences Corporation 401(k) Plan (WI) $749M · 6,344
Frequently Asked Questions
How did Cozen Oconnor Profit Sharing Plan a assets move in 2024? ▼
How have Cozen Oconnor plan assets changed over time? ▼
Where does Cozen Oconnor Profit Sharing Plan a rank by assets among Form 5500 filers? ▼
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Next read for Cozen Oconnor Profit Sharing Plan a
Scale reading
Ways to act on Cozen Oconnor Profit Sharing Plan a's numbers.
- By total assets, Cozen Oconnor Profit Sharing Plan a ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Cozen Oconnor's sponsor-wide assets have grown 37.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans