Filings through .
Cohen & Company
Matched across 12 name variants in the filings
Cohen & Company summary
Cohen & Company appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $831M in assets for 9,987 participants. The median client plan holds $20.1M. Most client plans are sponsored in OH, CA and PA. The largest clients by plan assets are Benco Dental Supply Co., Industrial Manufacturing Company, LLC and Ares Holding Corporation. Plans reported $318K in direct and indirect compensation paid to Cohen & Company. The median is $19K per plan.
- Participants
- 9,987
- Median plan assets
- $20.1M
- Median plan participants
- 473
- Median fees per plan
- $19K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Benco Dental Supply Co. | PA | $290M | 1,997 |
| Industrial Manufacturing Company, LLC | OH | $159M | 1,642 |
| Ares Holding Corporation | CA | $104M | 848 |
| Middough Inc. | OH | $77.6M | 614 |
| Famous Enterprises, Inc | OH | $49.5M | 1,252 |
| MCPC Holdings, Inc. | OH | $30.6M | 586 |
| The Millcraft Paper Company | OH | $22.4M | 299 |
| Bear Diversified Inc. | OH | $20.1M | 950 |
| Precision Capital, Ltd. | OH | $18.9M | 403 |
| GL Power, Inc. | OH | $17.3M | 189 |
| The Apex Paper Box Company | OH | $12.5M | 150 |
| Great Lakes Petroleum Co. | OH | $10.7M | 261 |
| American Payroll Service LLC | OH | $7.9M | 148 |
| BRT Extrusions, Inc. | OH | $6.2M | 473 |
| Wholesale Supplies Plus, LLC | OH | $4.6M | 175 |
- PAParticipants 1,997
- OHParticipants 1,642
- CAParticipants 848
- Middough Inc.$77.6MOHParticipants 614
- Famous Enterprises, Inc$49.5MOHParticipants 1,252
- MCPC Holdings, Inc.$30.6MOHParticipants 586
- OHParticipants 299
- Bear Diversified Inc.$20.1MOHParticipants 950
- Precision Capital, Ltd.$18.9MOHParticipants 403
- GL Power, Inc.$17.3MOHParticipants 189
- OHParticipants 150
- OHParticipants 261
- OHParticipants 148
- BRT Extrusions, Inc.$6.2MOHParticipants 473
- OHParticipants 175
Top client states
- OH13 plans
- CA1 plan
- PA1 plan
Frequently asked questions
- Who uses Cohen & Company?
- 15 retirement plans list Cohen & Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Benco Dental Supply Co., Industrial Manufacturing Company, LLC, Ares Holding Corporation, Middough Inc. and Famous Enterprises, Inc. Most client plans are sponsored in OH, CA and PA.
- How many plans does Cohen & Company serve?
- Cohen & Company serves 15 retirement plans with $831M in plan assets and 9,987 participants, based on the latest Form 5500 filings through 2024.
- What does Cohen & Company charge?
- Plans reported $318K in total Schedule C compensation paid to Cohen & Company. The median plan paid $19K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Cohen & Company as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| MFS (Sun Life) | 1 |
| Vanguard | 1 |
| Victory Capital | 1 |
| Lord Abbett | 1 |
| BlackRock | 1 |
Target-date series
| Series | Plans |
|---|---|
| T. Rowe Price Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.