COZEN OCONNOR PROFIT SHARING PLAN A

Plan Contact

  • Address: ONE LIBERTY PLACE,,PHILADELPHIA,PA
  • Contact person: DAVID W. ELLMAN
  • Phone: (215) 665-2000

Plan General Information

COZEN OCONNOR PROFIT SHARING PLAN A Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of COZEN OCONNOR PROFIT SHARING PLAN A is $666,932,555.00.This plan was established in 1971.

COZEN OCONNOR PROFIT SHARING PLAN A Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in COZEN OCONNOR PROFIT SHARING PLAN A is 1802

COZEN OCONNOR PROFIT SHARING PLAN A Average Participant Retirement Account Value

In 2023, the average participant retirement account value for COZEN OCONNOR PROFIT SHARING PLAN A is $370,106.00

COZEN OCONNOR PROFIT SHARING PLAN A Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for COZEN OCONNOR PROFIT SHARING PLAN A is $20,843.00.

COZEN OCONNOR PROFIT SHARING PLAN A Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in COZEN OCONNOR PROFIT SHARING PLAN A is approximately $5,269.00
Investing in this additonal $5,269.00 for 20 years would give you extra $337,267.00, assuming a 10% annual return.

COZEN OCONNOR PROFIT SHARING PLAN A Total Employer Contribution and Match Rate

In 2023, COZEN OCONNOR PROFIT SHARING PLAN A allocates $9,496,200.00 to match its employees' contributions, providing an employer match rate of 50.57% of their contributions

COZEN OCONNOR PROFIT SHARING PLAN A Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of COZEN OCONNOR PROFIT SHARING PLAN A is 18.64%.

COZEN OCONNOR PROFIT SHARING PLAN A Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for COZEN OCONNOR PROFIT SHARING PLAN A is 17.48%. This measures the effectiveness of the plan participants' investments in the year.

COZEN OCONNOR PROFIT SHARING PLAN A Expense Ratio

In 2023, the investment and administrative expense ratio of COZEN OCONNOR PROFIT SHARING PLAN A is 0.05%.

Enrollment Features

COZEN OCONNOR PROFIT SHARING PLAN A has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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