401(k) · DOL Form 5500 · 2022
Copeland, Franco, Screws & Gill, P.a. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $523,423
- Avg per participant High balance/head
Official DOL plan name: Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan · Sponsored by Copeland, Franco, Screws & Gill, P.a. · Alabama · Professional & Technical Services
$9M in assets, 18 participants
Copeland, Franco, Screws & Gill, P.a.'s Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan reported $9M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #13,436 in Professional & Technical Services (21,562 peers)
Copeland, Franco, Screws & Gill, P.a. multi-year trail
Copeland, Franco, Screws & Gill, P.a.'s plans moved +27.6% in assets from 2022 to 2024; this filing shows Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan at $9M / 18 participants.
- #13,436
- in Professional & Technical Services (21,562 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,421,612 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 630658250 · Copeland, Franco, Screws & Gill, P.a. PY 2022 · 401(k)
Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan · $9M · 18 · 64th
- PART $9M
- PART 18
- PART 64th
- PART 401(k)
- PART near Riezman Berger, P.C. 401(k) Retirement Plan and Trust
- PART ind #13436
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 Professional & Technical Services retirement plans → · Plans in Alabama →
Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Copeland, Franco, Screws & Gill, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Copeland, Franco, Screws & Gill, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.565611914394268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $9M |
| 2023 | 1 | 19 | $11M |
| 2024 | 1 | 18 | $12M |
Copeland, Franco, Screws & Gill, P.a. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$2M |
| Employer EIN | 630658250 |
| Plan Effective Date | 1974-01-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Copeland, Franco, Screws & Gill, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Riezman Berger, P.C. 401(k) Retirement Plan and Trust in MO ($9M); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.