401(k) · DOL Form 5500 · 2022

Copper State Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
141
Participants Small participant base
64th
Percentile by assets National rank
$66,330
Avg per participant Below avg balance/head
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Official DOL plan name: Copper State Credit Union 401(k) Plan · Sponsored by Copper State Credit Union · Arizona · Finance & Insurance

$9M in assets, 141 participants

Copper State Credit Union's Copper State Credit Union 401(k) Plan reported $9M in total assets and 141 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.

  • #4,346 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Copper State Credit Union 401(k) Plan covers 141 participants in Arizona, about 25% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#4,346
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copper State Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Copper State Credit Union 401(k) Plan vs every filed plan by assets

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

$9,352,552 Top 36% higher than 64% 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

Copper State Credit Union 401(k) 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. Copper State Credit Union 401(k) Plan sits mid-pack in the medium band (141 participants).

Plan-year Form 5500 strip

Filing strip 866050693 · Copper State Credit Union PY 2022 · 401(k)

Copper State Credit Union 401(k) Plan · $9M · 141 · 64th

  • TYPE $9M
  • NET 141
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Pete's Road Service, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4346

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 Finance & Insurance retirement plans → · Plans in Arizona →

Copper State Credit Union 401(k) Plan in the asset neighbourhood

Copper State Credit Union 401(k) PlanCopper State Credit Union 40…$9MPete's Road Service, Inc. 401(k) Profit Sharing PlanPete's Road Service, Inc. 40…$9MBitwise Industries, Inc. 401(k) PlanBitwise Industries, Inc. 401…$9MEden Foods, Inc. Retirement Savings PlanEden Foods, Inc. Retirement …$9MH.I.S. International Tours (Ny) Inc. 401(k) Retirement PlanH.I.S. International Tours (…$9M
End-of-year total assets ($M) among Copper State Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN866050693
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copper State Credit Union)

Sponsor-wide plan assets over time

All Copper State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.46805962693391% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.35M $11.6M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 141 $9M
2023 1 139 $11M
2024 1 137 $12M

Nearby 401(k) Plans in Arizona

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

Copper State Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Copper State Credit Union 401(k) Plan, Total assets ($B): 0.009352552 · Participants: 141Copper State Credit Union 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Copper State Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Copper State Credit Union 401(k) Plan side-by-side with 3 peers →

Copper State Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pete's Road Service, Inc. 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Copper State Credit Union 401(k) Plan assets move in 2022? ▼
Copper State Credit Union 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Copper State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copper State Credit Union's sponsor-wide assets grew 24.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Copper State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pete's Road Service, Inc. 401(k) Profit Sharing Plan in CA ($9M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Copper State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bel Red Energy Solutions 401(k) Plan in WA (141 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 866050693.

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.