401(k) · DOL Form 5500 · 2024
Cohen & Steers Capital Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 358
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $436,655
- Avg per participant High balance/head
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
$156M in assets, 358 participants
Cohen & Steers Capital Management, Inc.'s Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reported $156M in total assets and 358 participants in its 2024 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.
- #7,619 in Finance & Insurance (8,549 peers)
Coverage in New York
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan covers 358 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $156M.
- #7,619
- in Finance & Insurance (8,549 peers)
- +19.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan's outsized position 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 2024 · DOL Form 5500
$156,322,524 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan end-of-year assets rose from $131M in the plan year 2023 filing to $156M in the plan year 2024 filing.
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reported net income fell from $27M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan reported participants rose from 342 in the plan year 2023 filing to 358 in the plan year 2024 filing.
DOL schedule card
Filing strip 133353336 · Cohen & Steers Capital Management, Inc. PY 2024 · 401(k)
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan · $156M · 358 · 93rd
- EOY $156M
- 5500 358
- ASSETS 93rd
- PCT 401(k)
- EIN near Thornburg Investment Management, Incorporated 401(k) Plan
- RANK ind #7619
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 New York →
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $25M |
| Employer EIN | 133353336 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cohen & Steers Capital Management, Inc.)
Sponsor-wide plan assets over time
All Cohen & Steers Capital Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 50.687312757264166% vs 2022
- 2024 filing year
| 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) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Thornburg Investment Management, Incorporated 401(k) Plan in NM ($156M); by covered participants it is Load Trail 401(k) Plan in TX (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Load Trail 401(k) Plan (TX) 358 · 0 off
- American Spraytech 401(k) (NJ) 358 · 0 off
- 403(b) Thrift Plan for Employees of Depelchin Children's Center (TX) 358 · 0 off
- Amerisafe, Inc. 401(k) Plan (LA) 358 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.