401(k) · DOL Form 5500 · 2023
Cohen & Steers Capital Management, Inc. 401(k) Plan
Data updated 2026-08-11
- $131M
- Total assets
- 342
- Participants
- 93rd
- Percentile by assets
- $383,735
- Avg per participant
Official DOL plan name: Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan · Sponsored by Cohen & Steers Capital Management, Inc. · New York · Finance & Insurance
$131M in assets, 342 participants
Cohen & Steers Capital Management, Inc.'s Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reported $131M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #7,882 in Finance & Insurance (8,869 peers)
Coverage in New York
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan covers 342 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $131M.
- $131M
- total plan assets (2023 EOY)
- 342
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $383,735
- avg assets per participant
Where Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan sits by total assets
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$131,237,312 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan end-of-year assets rose from $104M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reported participants rose from 312 in the plan year 2022 filing to 342 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reports 342 participants - about 43% of that state average ($131M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $27M |
| Employer EIN | 133353336 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen & Steers Capital Management, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 312 | $104M |
| 2023 | 1 | 342 | $131M |
| 2024 | 1 | 358 | $156M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan by total assets, not by location.
- Jubilant Pharma Holdings Inc. and Subsidiaries 401(k) Plan (PA) $131M · 1,698
- Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan (NC) $131M · 731
- Nab Pension Retirement Plan & Trust (AR) $131M · 1,167
- Walsworth Publishing Company 401(k) Savings Plan (MO) $131M · 1,227
Frequently Asked Questions
How did Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan assets move in 2023? ▼
How have Cohen & Steers Capital Management, Inc. plan assets changed over time? ▼
Where does Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan? ▼
Next read for Cohen & Steers Capital Management, Inc. …
Filing takeaways
Ways to act on Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan's numbers.
- By total assets, Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Cohen & Steers Capital Management, Inc.'s sponsor-wide assets have grown 50.7% since 2022 across 3 plan years on file. More Finance & Insurance plans