401(k) · DOL Form 5500 · 2022

Cowen Inc. 401(k) Plan

Data updated 2026-08-11

$313M
Total assets
1,268
Participants
97th
Percentile by assets
$246,720
Avg per participant
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Official DOL plan name: Cowen 401(k) Plan · Sponsored by Cowen Inc. · New York · Finance & Insurance

$313M in assets, 1,268 participants

Cowen Inc.'s Cowen 401(k) Plan reported $313M in total assets and 1,268 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #8,751 in Finance & Insurance (9,261 peers)

Where Cowen 401(k) Plan sits by assets

Cowen 401(k) Plan sits in the top 5% of all filed plans by assets, $313M for 1,268 participants (~$246,720/participant), down 15.6% in 2022.

$313M
total plan assets (2022 EOY)
1,268
covered participants
97th
percentile by assets (of 139,126 plans)
$246,720
avg assets per participant

The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
New York
Industry
Finance & Insurance

Cowen 401(k) Plan vs the 2022 asset distribution

By assets, Cowen 401(k) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$371M
Net Assets (End of Year)$313M
Net Income-$58M
Employer EIN270423711
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cowen Inc.)

$310M$315M$320M$325M 20222023 $313M $322M ▲ +2.9%
Total plan assets by year, all Cowen Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,268 $313M
2023 2 2,426 $322M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cowen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Cowen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cowen 401(k) PlanIBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Cowen 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cowen 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cowen 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Cowen 401(k) Plan assets move in 2022? ▼
Cowen 401(k) Plan declined sharply - down 15.6% during 2022, from $371M to $313M. Reported net income was -$58M.
How have Cowen Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cowen Inc.'s sponsor-wide assets grew 2.9%, from $313M to $322M.
Where does Cowen 401(k) Plan rank by assets among Form 5500 filers? ▼
Cowen 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Cowen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Communications Test Design, Inc. 401(k) Profit Sharing Plan in PA ($313M, 8,896 participants).

Next read for Cowen 401(k) Plan

Scale reading

Ways to act on Cowen 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 270423711.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.