ESOP · DOL Form 5500 · 2024
Coho Partners, Ltd ESOP
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 28
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $226,189
- Avg per participant Above avg balance/head
Official DOL plan name: Coho Partners, Ltd ESOP Ownership Plan · Sponsored by Coho Partners, Ltd · Pennsylvania · Finance & Insurance
$6M in assets, 28 participants
Coho Partners, Ltd's Coho Partners, Ltd ESOP Ownership Plan reported $6M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #2,714 in Finance & Insurance (8,549 peers)
Coho Partners, Ltd multi-year trail
Coho Partners, Ltd's plans moved -65.3% in assets from 2022 to 2024; this filing shows Coho Partners, Ltd ESOP Ownership Plan at $6M / 28 participants.
- #2,714
- in Finance & Insurance (8,549 peers)
- -55.7%
- assets change YoY
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coho Partners, Ltd ESOP Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers
Coho Partners, Ltd ESOP Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,333,301 46th percentile higher than 46% 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
Coho Partners, Ltd ESOP Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Coho Partners, Ltd ESOP Ownership Plan is a small filing (28 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coho Partners, Ltd ESOP Ownership Plan reported net income fell from -$2M in the plan year 2023 filing to -$8M in the plan year 2024 filing.
- Coho Partners, Ltd ESOP Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Coho Partners, Ltd ESOP Ownership Plan reported participants rose from 26 in the plan year 2023 filing to 28 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 233004662 · Coho Partners, Ltd PY 2024 · ESOP
Coho Partners, Ltd ESOP Ownership Plan · $6M · 28 · 46th
- EOY $6M
- EOY 28
- EOY 46th
- EOY ESOP
- EOY near Sundance State Bank Profit Sharing and Employee Stock Ownership Plan
- EOY ind #2714
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 What is an ESOP? → · Plans in Pennsylvania →
Coho Partners, Ltd ESOP Ownership Plan in the asset neighbourhood
Coho Partners, Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Coho Partners, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 65.28307883507544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 27 | $18M |
| 2023 | 1 | 26 | $14M |
| 2024 | 1 | 28 | $6M |
Coho Partners, Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | -$10M |
| Net Income | -$8M |
| Employer EIN | 233004662 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
- Sheetz, Inc. Employee Stock Ownership Plan $721M · 14,939
- Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
- D & H Employee Stock Ownership Plan $314M · 1,459
Coho Partners, Ltd ESOP Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Pennsylvania, the nearest ESOP by assets is Sundance State Bank Profit Sharing and Employee Stock Ownership Plan in WY ($6M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (28 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.