401(k) · DOL Form 5500 · 2023

Cohesity, Inc. 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
1,419
Participants Near avg headcount
92nd
Percentile by assets National rank
$77,152
Avg per participant Below avg balance/head
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Official DOL plan name: Cohesity, Inc. 401(k) Plan · Sponsored by Cohesity, Inc. · California · Professional & Technical Services

$109M in assets, 1,419 participants

Cohesity, Inc.'s Cohesity, Inc. 401(k) Plan reported $109M in total assets and 1,419 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,902 in Professional & Technical Services (20,321 peers)

Coverage in California

Cohesity, Inc. 401(k) Plan covers 1,419 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $109M.

#18,902
in Professional & Technical Services (20,321 peers)
+43.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Cohesity, Inc. 401(k) Plan's outsized position by total assets

Cohesity, Inc. 401(k) Plan vs every filed plan by assets

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

$109,478,294 Top 8% higher than 92% 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

Cohesity, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohesity, Inc. 401(k) Plan lands in the large band (1,419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cohesity, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Cohesity, Inc. 401(k) Plan end-of-year assets rose from $77M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • Cohesity, Inc. 401(k) Plan reported participants rose from 1,089 in the plan year 2022 filing to 1,419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 463052057 · Cohesity, Inc. PY 2023 · 401(k)

Cohesity, Inc. 401(k) Plan · $109M · 1,419 · 92nd

  • BOOK $109M
  • BOOK 1,419
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Cable Television Laboratories, Inc. Profit Sharing Plan
  • BOOK ind #18902

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 Professional & Technical Services retirement plans → · Plans in California →

Cohesity, Inc. 401(k) Plan in the asset neighbourhood

Saginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing PlanSaginaw Chippewa Indian Trib…$110MCable Television Laboratories, Inc. Profit Sharing PlanCable Television Laboratorie…$109MAirbus U.S. Space & Defense, Inc. 401(k) Retirement PlanAirbus U.S. Space & Defense,…$110MCohesity, Inc. 401(k) Plan$109MUnivest Financial Corporation Deferred Salary Savings PlanUnivest Financial Corporatio…$109M
End-of-year total assets ($M) among Cohesity, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$109M
Net Income$33M
Employer EIN463052057
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cohesity, Inc.)

Sponsor-wide plan assets over time

All Cohesity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143M 86.49280472618995% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $76.5M $143M ▲ +86.5%
Year Plans Participants Total Assets
2022 1 1,089 $77M
2023 1 1,419 $109M
2024 1 1,189 $143M

Nearby 401(k) Plans in California

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

Cohesity, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cohesity, Inc. 401(k) Plan, Total assets ($B): 0.109478294 · Participants: 1419Cohesity, Inc. 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
Cohesity, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cohesity, Inc. 401(k) Plan side-by-side with 3 peers →

Cohesity, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cable Television Laboratories, Inc. Profit Sharing Plan in CO ($109M); by covered participants it is A.P. Plasman Employee 401(k) Plan in AL (1,418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,419 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 Cohesity, Inc. 401(k) Plan assets move in 2023? ▼
Cohesity, Inc. 401(k) Plan surged - up 43.1% during 2023, from $77M to $109M. Reported net income was $33M.
How have Cohesity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cohesity, Inc.'s sponsor-wide assets grew 86.5%, from $77M to $143M.
Where does Cohesity, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cohesity, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cohesity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cable Television Laboratories, Inc. Profit Sharing Plan in CO ($109M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Cohesity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A.P. Plasman Employee 401(k) Plan in AL (1,418 participants, $25M 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 463052057.

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.