Cohen Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Cohen Holdings, Inc. 401(k) Plan Facts

Plan name
COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COHEN HOLDINGS, INC.
Participants
397 (313 active employees)
Former employees with a balance
50
Plan assets
$20,628,295 at Dec 31, 2024
Average account balance
$76,401 across 270 accounts
Employer contributions
$191,633 in plan year 2024 (19% of all contributions)
Recordkeeper
Pension Corporation Of America
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1969
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.00 million went into the plan in contributions, $191,633 of it from the employer (19%).
  • $1.37 million was paid out to participants.
  • Investment and other income added $2.47 million.
  • Administrative expenses were $80,062, about $297 per account.

How the Cohen Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019501$20.1 million$155,862$2.05 million
2020475$22.0 million$107,034$1.69 million
2021437$21.7 million$174,672$4.06 million
2022395$17.4 million$173,815$2.20 million
2023412$18.6 million$178,135$2.34 million
2024397$20.6 million$191,633$1.37 million

Cohen Holdings, Inc. 401(k) Contact Information

Phone
513-422-3696
Mailing address
1723 WOODLAWN AVENUE, MIDDLETOWN OH 450420957
Plan sponsor
COHEN HOLDINGS, INC.
Employer identification number (EIN)
61-1649510
Plan number
002

Questions about the Cohen Holdings, Inc. 401(k)

Does Cohen Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $191,633, 19% of all contributions.

Does the Cohen Holdings, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Cohen Holdings, Inc 401(k) plan?

397 participants at the start of plan year 2024, 313 of them active employees, and 50 former employees who still had money in the plan.

What is the average 401(k) balance at Cohen Holdings, Inc?

About $76,401 per account: $20.6 million in plan assets across 270 accounts with a balance at the end of plan year 2024.

Who manages the Cohen Holdings, Inc 401(k) accounts?

PENSION CORPORATION OF AMERICA is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cohen Holdings, Inc. How do I access my 401(k)?

Your account stays with PENSION CORPORATION OF AMERICA after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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