Back to filter
Original filing (PDF)20250228140316NAL0000639075001
COHEN CLEARY, P.C.
Form 5500-SF
FILING_RECEIVED
COHEN CLEARY, P.C. 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
20
Accounts w/ balance
31
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COHEN CLEARY, P.C..
Plan sponsor
Name
COHEN CLEARY, P.C.
EIN
46-3596443
Address
122 DEAN STREET · TAUNTON, MA · 02780
Phone
(508) 880-6677
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
LAW OFFICES OF MICHAEL WALKER
LAW OFFICES OF MICHAEL WALKER 401(K) PROFIT SHARING PLAN AND TRUST
$1.0M · 3 participants
BENNETT & FORTS, P.C.
BENNETT & FORTS, P.C. 401(K) PROFIT SHARING PLAN
$1.0M · 9 participants
MARK H. CIBULA A PROFESSIONAL CORP.
MARK H. CIBULA A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN
$1.0M · 4 participants
LAW OFFICE OF SUSAN LEIGH BROWN, P.C.
LAW OFFICE OF SUSAN LEIGH BROWN, P.C. 401(K) RETIREMENT PLAN
$1.0M · 19 participants
ROBERT JOHN & ASSOCIATES, PC
RJA 401(K) PLAN
$1.0M · 9 participants
DESAI CAMINO APC
DESAI CAMINO APC 401(K) PLAN
$1.0M · 8 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B