Filings through .
Cohen & Steers
Matched across 31 name variants in the filings
Cohen & Steers summary
Cohen & Steers appears on 74 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $30.2B in assets for 430,861 participants. The median client plan holds $16.8M. Most client plans are sponsored in NY, MI and NC. The largest clients by plan assets are Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Aetna Inc. and The Northern Trust Company. Plans reported $609K in direct and indirect compensation paid to Cohen & Steers. The median is $0 per plan.
- Participants
- 430,861
- Median plan assets
- $16.8M
- Median plan participants
- 358
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 301,189
- Aetna Inc.$5.3BCTParticipants 48,232
- ILParticipants 14,677
- NYParticipants 11,051
- NJParticipants 2,155
- MIParticipants 2,553
- PAParticipants 1,631
- NYParticipants 2,219
- NYParticipants 1,870
- MIParticipants 1,621
- NYParticipants 1,621
- NYParticipants 569
- Fluence Energy, LLC$104MVAParticipants 959
- Garfunkel Wild, P.C.$87.8MNYParticipants 170
- James Baker Group Inc$81.8MOKParticipants 156
- Iron Workers Local 404$75.5MPAParticipants 1,114
- INParticipants 676
- LAParticipants 239
- MIParticipants 205
- DEParticipants 253
- Pugh Lubricants LLC$41.7MNCParticipants 915
- VAParticipants 240
- Klarna, Inc.$38.2MOHParticipants 537
- NYParticipants 818
- TNParticipants 2,780
Top client states
- NY8 plans
- MI6 plans
- NC5 plans
- VA5 plans
- CO4 plans
Frequently asked questions
- Who uses Cohen & Steers?
- 74 retirement plans list Cohen & Steers as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Aetna Inc., The Northern Trust Company, Kaleida Health Corporate Benefits and Electricians Annuity Fund IBEW Local 456. Most client plans are sponsored in NY, MI and NC.
- How many plans does Cohen & Steers serve?
- Cohen & Steers serves 74 retirement plans with $30.2B in plan assets and 430,861 participants, based on the latest Form 5500 filings through 2024.
- What does Cohen & Steers charge?
- Plans reported $609K in total Schedule C compensation paid to Cohen & Steers. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served74+13 YoYRank #280 of mapped providers
Assets under administration$30.2B0.0%Rank #999 by share of filed assets
Fees received$608,718Median $0/planSum across Schedule C direct + indirect
Net wins YoY+716 won - 9 lostPlan-level switch detection
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