401(k) · DOL Form 5500 · 2022

Copeland Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
187
Participants Below avg headcount
60th
Percentile by assets National rank
$43,108
Avg per participant Low balance/head
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Official DOL plan name: Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan · Sponsored by Copeland Enterprises, Inc. · Massachusetts · Retail Trade

$8M in assets, 187 participants

Copeland Enterprises, Inc.'s Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported $8M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,771 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan covers 187 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#6,771
in Retail Trade (9,519 peers)
-16.1%
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 Enterprises, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$8,061,242 Top 40% higher than 60% 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 Enterprises, Inc. 401(k) and Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (187 participants).

Published 5500 schedule card

Filing strip 042469226 · Copeland Enterprises, Inc. PY 2022 · 401(k)

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan · $8M · 187 · 60th

  • EOY $8M
  • EOY 187
  • EOY 60th
  • EOY 401(k)
  • EOY near Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan
  • EOY ind #6771

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 Retail Trade retirement plans → · Plans in Massachusetts →

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Copeland Enterprises, Inc. 401(k) and Profit Sharing PlanCopeland Enterprises, Inc. 4…$8MMorgan & Weisbrod 401(k) Profit Sharing and Savings PlanMorgan & Weisbrod 401(k) Pro…$8MHome Health Specialists, Inc. 401(k) Profit Sharing PlanHome Health Specialists, Inc…$8MParamont Mfg LLC Retirement PlanParamont Mfg LLC Retirement …$8MRocky Mountain University 401(k) and Profit Sharing PlanRocky Mountain University 40…$8M
End-of-year total assets ($M) among Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN042469226
Plan Effective Date1971-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland Enterprises, Inc.)

Sponsor-wide plan assets over time

All Copeland Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 65.35692638925863% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.06M $13.3M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 187 $8M
2023 1 221 $11M
2024 1 225 $13M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.008061242 · Participants: 187Copeland Enterprises, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan in TX ($8M); by covered participants it is Sequoia 401(k) Plan in CA (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Enterprises, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan declined sharply - down 16.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Copeland Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland Enterprises, Inc.'s sponsor-wide assets grew 65.4%, from $8M to $13M.
Which 401(k) plans are similar in size to Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan & Weisbrod 401(k) Profit Sharing and Savings Plan in TX ($8M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sequoia 401(k) Plan in CA (187 participants, $72M 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 042469226.

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.