Profit Sharing · DOL Form 5500 · 2022
Cope Jordan Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $138,158
- Avg per participant Near avg balance/head
Official DOL plan name: Cope Jordan Inc Retirement Plan · Sponsored by Cope Jordan Inc. · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 16 participants
Cope Jordan Inc.'s Cope Jordan Inc Retirement Plan reported $2M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #7,450 in Healthcare & Social Assistance (20,060 peers)
Cope Jordan Inc. multi-year trail
Cope Jordan Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Cope Jordan Inc Retirement Plan at $2M / 16 participants.
- #7,450
- in Healthcare & Social Assistance (20,060 peers)
- +38.4%
- assets growth YoY
Cope Jordan Inc Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Cope Jordan Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,210,522 35th percentile higher than 35% 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
Cope Jordan Inc Retirement 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. Cope Jordan Inc Retirement Plan is a small filing (16 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 460587746 · Cope Jordan Inc. PY 2022 · Profit Sharing
Cope Jordan Inc Retirement Plan · $2M · 16 · 35th
- SCH $2M
- SCH 16
- SCH 35th
- SCH Profit Sharing
- SCH near Bold Holdings LLC Retirement Plan
- SCH ind #7450
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Cope Jordan Inc Retirement Plan in the asset neighbourhood
Cope Jordan Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cope Jordan Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 22.13784798341749% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $2M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 18 | $3M |
Cope Jordan Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $613K |
| Employer EIN | 460587746 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Cope Jordan Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Bold Holdings LLC Retirement Plan in PR ($2M); by covered participants it is Mincey Enterprises Inc. Retirement Plan in VA (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.