401(k) · DOL Form 5500 · 2023

C. Cowles & Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 112
Participants Small participant base: 55th
Percentile by assets National rank: $74,964
Avg per participant Below avg balance/head

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Official DOL plan name: C. Cowles & Company 401(k) Plan · Sponsored by C. Cowles & Company · Connecticut · Manufacturing

$8M in assets, 112 participants

C. Cowles & Company's C. Cowles & Company 401(k) Plan reported $8M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#7,518 in Manufacturing (18,722 peers)

Coverage in Connecticut

C. Cowles & Company 401(k) Plan covers 112 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $8M.

#7,518
in Manufacturing (18,722 peers): +5.9%
assets growth YoY

C. Cowles & Company 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

C. Cowles & Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,395,973 Top 45% higher than 55% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

C. Cowles & Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C. Cowles & Company 401(k) Plan sits mid-pack in the medium band (112 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

C. Cowles & Company 401(k) Plan reported net income rose from -$678K in the plan year 2022 filing to $481K in the plan year 2023 filing.
C. Cowles & Company 401(k) Plan reported participants fell from 126 in the plan year 2022 filing to 112 in the plan year 2023 filing.
C. Cowles & Company 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060309660 · C. Cowles & Company PY 2023 · 401(k)

C. Cowles & Company 401(k) Plan · $8M · 112 · 55th

TYPE $8M
NET 112
BOOK 55th
VS-ST 401(k)
BOY near Ursa Major Technologies 401(k) Plan
SCH ind #7518

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among C. Cowles & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$481K
Employer EIN	060309660
Plan Effective Date	1996-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (C. Cowles & Company)

Latest sponsor-wide plan assets: $17M 22.090920716894743% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	129	$14M
2023	2	115	$15M
2024	2	114	$17M

Nearby 401(k) Plans in Connecticut

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

C. Cowles & Company 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare C. Cowles & Company 401(k) Plan side-by-side with 3 peers →

C. Cowles & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ursa Major Technologies 401(k) Plan in CO ($8M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Ursa Major Technologies 401(k) Plan (CO) $8M · 259
The D/T Carson Enterprises Inc. Employees 401(k) Retirement Savings Plan (CA) $8M · 648
Commercial Alliance 401(k) Plan (MI) $8M · 46
Central Dermatology Center PA 401(k) Profit Sharing Plan (NC) $8M · 78

Similar participant headcount

Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.

A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
Left Right LLC 401(k) Plan (NY) 112 · 0 off
Service by Medallion 401(k) & Retirement Plan (CA) 112 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did C. Cowles & Company 401(k) Plan assets move in 2023? ▼

C. Cowles & Company 401(k) Plan grew at a solid clip - up 5.9% during 2023, from $8M to $8M. Reported net income was $481K.

How have C. Cowles & Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), C. Cowles & Company's sponsor-wide assets grew 22.1%, from $14M to $17M.

Which 401(k) plans are similar in size to C. Cowles & Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ursa Major Technologies 401(k) Plan in CO ($8M, 259 participants).

Which 401(k) plans cover a similar participant headcount to C. Cowles & Company 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060309660.