401(k) · DOL Form 5500 · 2023

Cohen Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$409K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$68,136
Avg per participant Below avg balance/head
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Official DOL plan name: Cohen Capital Management 401(k) Plan · Sponsored by Cohen Capital Management, Inc. · California · Finance & Insurance

$409K in assets, 6 participants

Cohen Capital Management, Inc.'s Cohen Capital Management 401(k) Plan reported $409K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #859 in Finance & Insurance (8,869 peers)

Cohen Capital Management, Inc. multi-year trail

Cohen Capital Management, Inc.'s plans moved -67.3% in assets from 2022 to 2024; this filing shows Cohen Capital Management 401(k) Plan at $409K / 6 participants.

#859
in Finance & Insurance (8,869 peers)
+9.5%
assets growth YoY

Cohen Capital Management 401(k) Plan among the smaller filed plans by assets

Cohen Capital Management 401(k) Plan vs every filed plan by assets

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

$408,815 16th percentile higher than 16% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Cohen Capital Management 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen Capital Management 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohen Capital Management 401(k) Plan reported net income rose from -$34K in the plan year 2022 filing to $35K in the plan year 2023 filing.
  • Cohen Capital Management 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Cohen Capital Management 401(k) Plan end-of-year assets rose from $373K in the plan year 2022 filing to $409K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680356634 · Cohen Capital Management, Inc. PY 2023 · 401(k)

Cohen Capital Management 401(k) Plan · $409K · 6 · 16th

  • VS-ST $409K
  • BOY 6
  • SCH 16th
  • EBSA 401(k)
  • PART near Creditcorp 401(k) Profit Sharing Plan
  • TYPE ind #859

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 Finance & Insurance retirement plans → · Plans in California →

Cohen Capital Management 401(k) Plan in the asset neighbourhood

Cohen Capital Management 401(k) PlanCohen Capital Management 401…$409KCreditcorp 401(k) Profit Sharing PlanCreditcorp 401(k) Profit Sha…$409KCanyon Creek Agency Retirement PlanCanyon Creek Agency Retireme…$409KFuling Plastic USA Inc. 401(k) Profit Sharing Plan and TrustFuling Plastic USA Inc. 401(…$409KQ's Welding & Machine Retirement PlanQ's Welding & Machine Retire…$409K
End-of-year total assets ($M) among Cohen Capital Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cohen Capital Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cohen Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$122K 67.3179495967526% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.37M $0.12M ▼ -67.6%
Year Plans Participants Total Assets
2022 1 5 $373K
2023 1 6 $409K
2024 1 7 $122K

Cohen Capital Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$373K
Net Assets (End of Year)$409K
Net Income$35K
Employer EIN680356634
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cohen Capital Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cohen Capital Management 401(k) Plan, Total assets ($B): 0.000408815 · Participants: 6Cohen Capital Management 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cohen Capital Management 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cohen Capital Management 401(k) Plan side-by-side with 3 peers →

Cohen Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Creditcorp 401(k) Profit Sharing Plan in TN ($409K); by covered participants it is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

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 Cohen Capital Management 401(k) Plan assets move in 2023? ▼
Cohen Capital Management 401(k) Plan grew at a solid clip - up 9.5% during 2023, from $373K to $409K. Reported net income was $35K.
How have Cohen Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohen Capital Management, Inc.'s sponsor-wide assets declined 67.3%, from $373K to $122K.
Where does Cohen Capital Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Cohen Capital Management 401(k) Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cohen Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creditcorp 401(k) Profit Sharing Plan in TN ($409K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Cohen Capital Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shockco Oil Tools Inc. 401(k) Plan in UT (6 participants, $1M 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 680356634.

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.