How big is Cowan, Inc.'s plan?

Cowan, Inc.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250904132815NAL0016321665001

Cowan, Inc.

Name: Cowan, Inc. — Cowan, Inc. Profit Sharing Plan, Form 5500 (2024)
Creator: Cowan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cowan, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Cowan, Inc.'s Cowan, Inc. Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Cowan, Inc.'s EIN is 34-1696325.

EIN 34-1696325

Plan number 001

Plan year 2024

ACK ID 20250904132815NAL0016321665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cowan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cowan, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

COWAN, INC.

EIN

all filings

Address

889 SHAWNEE ROAD · LIMA, OH · 458053437

Phone

(419) 222-1212

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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