Profit Sharing · DOL Form 5500 · 2022

Copeland Business Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$341K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$85,282
Avg per participant Below avg balance/head
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Official DOL plan name: Copeland Business Group Inc. Retirement Plan · Sponsored by Copeland Business Group Inc. · North Carolina · Other Services

$341K in assets, 4 participants

Copeland Business Group Inc.'s Copeland Business Group Inc. Retirement Plan reported $341K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,680 in Other Services (8,398 peers)

What the 2022 filing shows

Copeland Business Group Inc. Retirement Plan holds $341K for 4 participants - about $85,282 per participant, among the smaller plans by assets on file.

#2,680
in Other Services (8,398 peers)
-5.1%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copeland Business Group Inc. Retirement Plan among the smaller filed plans by assets

Copeland Business Group Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$341,128 15th percentile higher than 15% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Copeland Business Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland Business Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 475642636 · Copeland Business Group Inc. PY 2022 · Profit Sharing

Copeland Business Group Inc. Retirement Plan · $341K · 4 · 15th

  • BOOK $341K
  • VS-ST 4
  • BOY 15th
  • SCH Profit Sharing
  • EBSA near Watering Lane Ventures, Inc. Profit Sharing Plan
  • PART ind #2680

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 Other Services retirement plans → · Plans in North Carolina →

Copeland Business Group Inc. Retirement Plan in the asset neighbourhood

Copeland Business Group Inc. Retirement PlanCopeland Business Group Inc.…$341KWatering Lane Ventures, Inc. Profit Sharing PlanWatering Lane Ventures, Inc.…$341KFarrs Jewelry Inc. Employee Profit Sharing PlanFarrs Jewelry Inc. Employee …$341KCastanon Holdings, Ltd. Retirement PlanCastanon Holdings, Ltd. Reti…$342KSanaa, Inc. Retirement Plan$340K
End-of-year total assets ($M) among Copeland Business Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$359K
Net Assets (End of Year)$341K
Net Income-$18K
Employer EIN475642636
Plan Effective Date2015-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland Business Group Inc.)

Sponsor-wide plan assets over time

All Copeland Business Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328K 3.968598297413288% vs 2022
2024 filing year
$0.33M$0.33M$0.34M$0.34M$0.35M 202220232024 $0.34M $0.33M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 4 $341K
2023 1 4 $345K
2024 1 4 $328K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Copeland Business Group Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Copeland Business Group Inc. Retirement Plan, Total assets ($B): 0.000341128 · Participants: 4Copeland Business Group Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Copeland Business Group Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Copeland Business Group Inc. Retirement Plan side-by-side with 3 peers →

Copeland Business Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Watering Lane Ventures, Inc. Profit Sharing Plan in NH ($341K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Copeland Business Group Inc. Retirement Plan assets move in 2022? ▼
Copeland Business Group Inc. Retirement Plan pulled back noticeably - down 5.1% during 2022, from $359K to $341K. Reported net income was -$18K.
How have Copeland Business Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland Business Group Inc.'s sponsor-wide assets declined 4.0%, from $341K to $328K.
Where does Copeland Business Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Copeland Business Group Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Copeland Business Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Watering Lane Ventures, Inc. Profit Sharing Plan in NH ($341K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Copeland Business Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475642636.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.