401(k) · DOL Form 5500 · 2024

Cozen Oconnor 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
293
Participants Below avg headcount
76th
Percentile by assets National rank
$95,407
Avg per participant Below avg balance/head
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Official DOL plan name: Cozen Oconnor Associates 401(k) Plan and Trust · Sponsored by Cozen Oconnor · Pennsylvania · Professional & Technical Services

$28M in assets, 293 participants

Cozen Oconnor's Cozen Oconnor Associates 401(k) Plan and Trust reported $28M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,368 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Cozen Oconnor Associates 401(k) Plan and Trust covers 293 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#15,368
in Professional & Technical Services (20,173 peers)
+23.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cozen Oconnor Associates 401(k) Plan and Trust's outsized position by total assets

Cozen Oconnor Associates 401(k) Plan and Trust vs every filed plan by assets

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

$27,954,249 Top 24% higher than 76% 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 Associates 401(k) Plan and Trust 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 Associates 401(k) Plan and Trust sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cozen Oconnor Associates 401(k) Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Cozen Oconnor Associates 401(k) Plan and Trust reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Cozen Oconnor Associates 401(k) Plan and Trust reported participants rose from 284 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Cozen Oconnor Associates 401(k) Plan and Trust · $28M · 293 · 76th

  • PART $28M
  • TYPE 293
  • NET 76th
  • BOOK 401(k)
  • VS-ST near The Firestone Polymers Savings Plan
  • BOY ind #15368

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 Associates 401(k) Plan and Trust in the asset neighbourhood

Gold Gerstein Group, LLC 401(k) Profit Sharing PlanGold Gerstein Group, LLC 401…$28MQsi, Inc. 401(k) Profit Sharing PlanQsi, Inc. 401(k) Profit Shar…$28MCozen Oconnor Associates 401(k) Plan and TrustCozen Oconnor Associates 401…$28MThe Firestone Polymers Savings PlanThe Firestone Polymers Savin…$28MB. Fernandez & Hnos., Inc. Retirement Savings PlanB. Fernandez & Hnos., Inc. R…$28M
End-of-year total assets ($M) among Cozen Oconnor Associates 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$28M
Net Income$7M
Employer EIN231732832
Plan Effective Date1997-01-01
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 401(k) Plans in Pennsylvania

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

Cozen Oconnor Associates 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Cozen Oconnor Associates 401(k) Plan and Trust, Total assets ($B): 0.027954249 · Participants: 293Cozen Oconnor Associates 401(k) Plan and TrustComcast 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 Associates 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cozen Oconnor Associates 401(k) Plan and Trust side-by-side with 3 peers →

Cozen Oconnor Associates 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Firestone Polymers Savings Plan in TN ($28M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Associates 401(k) Plan and Trust assets move in 2024? ▼
Cozen Oconnor Associates 401(k) Plan and Trust grew sharply - up 23.4% during 2024, from $23M to $28M. Reported net income was $7M.
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 Associates 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Cozen Oconnor Associates 401(k) Plan and Trust ranks in the 76th 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 401(k) plans are similar in size to Cozen Oconnor Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Firestone Polymers Savings Plan in TN ($28M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Cozen Oconnor Associates 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M 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.