401(k) · DOL Form 5500 · 2023
Cowen Inc. 401(k) Plan
Data updated 2026-08-11
- $322M
- Total assets
- 1,312
- Participants
- 96th
- Percentile by assets
- $245,335
- Avg per participant
Official DOL plan name: Cowen 401(k) Plan · Sponsored by Cowen Inc. · New York · Finance & Insurance
$322M in assets, 1,312 participants
Cowen Inc.'s Cowen 401(k) Plan reported $322M in total assets and 1,312 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #8,335 in Finance & Insurance (8,869 peers)
Where Cowen 401(k) Plan sits by assets
Cowen 401(k) Plan sits in the top 5% of all filed plans by assets, $322M for 1,312 participants (~$245,335/participant), up 2.9% in 2023.
- $322M
- total plan assets (2023 EOY)
- 1,312
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $245,335
- avg assets per participant
Where Cowen 401(k) Plan sits by total assets
Cowen 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$321,879,725 Top 4% higher than 96% 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
- Cowen 401(k) Plan reported net income rose from -$58M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Cowen 401(k) Plan reported participants rose from 1,268 in the plan year 2022 filing to 1,312 in the plan year 2023 filing.
- Cowen 401(k) Plan end-of-year assets rose from $313M in the plan year 2022 filing to $322M in the plan year 2023 filing.
Cowen 401(k) Plan vs the 2023 asset distribution
By assets, Cowen 401(k) Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $322M |
| Net Income | $16M |
| Employer EIN | 270423711 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cowen Inc.)
| 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
- 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 Cowen 401(k) Plan by total assets, not by location.
- Ryan, LLC Employees 401(k) Profit Sharing Plan & Trust (TX) $322M · 2,522
- Sauder Woodworking Co. Retirement and 401(k) Plan (OH) $322M · 2,308
- Rli Corp 401(k) Plan (IL) $321M · 980
- Crete Carrier Corporation 401(k) Profit Sharing Plan (NE) $322M · 6,085
Frequently Asked Questions
How did Cowen 401(k) Plan assets move in 2023? ▼
How have Cowen Inc. plan assets changed over time? ▼
Where does Cowen 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cowen 401(k) Plan? ▼
Next read for Cowen 401(k) Plan
Scale reading
Ways to act on Cowen 401(k) Plan's numbers.
- By total assets, Cowen 401(k) Plan ranks in the top 5% 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
- Cowen Inc.'s sponsor-wide assets have grown 2.9% since 2022 across 2 plan years on file. More Finance & Insurance plans