Employer · plans filed under one EIN
Cohen Ventures, Inc. DBA Energy Solutions
Oakland, CA · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Cohen Ventures, Inc. DBA Energy Solutions, based in Oakland, California, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 1,243 participant records and $114M in net assets.
The largest is Energy Solutions 401(k) Profit Sharing Plan, a 401(k) plan with 663 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $3.3M and participant contributions $4.3M in the latest plan years; benefits paid were $3.4M. Schedule C compensation reported to service provider organisations totalled $114K.
Combined net assets moved from $10.4M in 2016 to $114M in 2024 (up 994%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Energy Solutions 401(k) Profit Sharing Plan | 401(k) plan | 2024 | 663 | $46.3M | $69,863 | $6,495 | $114K |
| Cohen Ventures, Inc. DBA Energy Solutions Employee Stock Ownership Plan | employee stock ownership plan | 2024 | 580 | $68.0M | $117,190 | $171 | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,243 | $114M | $3.3M | $4.3M |
| 2023 | 2 | 1,087 | $81.6M | $2.8M | $3.7M |
| 2022 | 2 | 845 | $54.8M | $1.7M | $2.3M |
| 2021 | 2 | 555 | $47.0M | $1.2M | $1.7M |
| 2020 | 2 | 456 | $35.7M | $945K | $1.2M |
| 2019 | 2 | 419 | $23.1M | $867K | $965K |
| 2018 | 2 | 348 | $15.8M | $735K | $818K |
| 2017 | 2 | 299 | $11.6M | $635K | $686K |
| 2016 | 2 | 245 | $10.4M | $548K | $630K |
| 2015 | 1 | 106 | $0 | $0 | $0 |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Primark Benefits | Contract Administrator | 1 | $91,627 |
| Global Retirement Partners | — | 1 | $14,999 |
| Charles Schwab Trust Bank | Trustee (bank, trust company, or similar financial institution) | 1 | $7,688 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Cohen Ventures, Inc. DBA Energy Solutions have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Energy Solutions 401(k) Profit Sharing Plan and Cohen Ventures, Inc. DBA Energy Solutions Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Cohen Ventures, Inc. DBA Energy Solutions contribute to its plans?
$3,296,246 in employer contributions across these plans in their latest plan years, about $3,273 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Primark Benefits, Global Retirement Partners and Charles Schwab Trust Bank. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.