Defined Benefit (Pension) · DOL Form 5500 · 2022

Copic Trust Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
108
Participants Small participant base
90th
Percentile by assets National rank
$562,784
Avg per participant High balance/head
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Official DOL plan name: Copic Companies Defined Benefit Pension Plan and Trust · Sponsored by Copic Trust · Colorado · Finance & Insurance

$61M in assets, 108 participants

Copic Trust's Copic Companies Defined Benefit Pension Plan and Trust reported $61M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,689 in Finance & Insurance (9,261 peers)

Coverage in Colorado

Copic Companies Defined Benefit Pension Plan and Trust covers 108 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $61M.

#7,689
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copic Companies Defined Benefit Pension Plan and Trust's outsized position by total assets

Copic Companies Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$60,780,626 Top 10% higher than 90% 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

Copic Companies Defined Benefit Pension Plan and Trust 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. Copic Companies Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 846170618 · Copic Trust PY 2022 · Defined Benefit (Pension)

Copic Companies Defined Benefit Pension Plan and Trust · $61M · 108 · 90th

  • 5500 $61M
  • ASSETS 108
  • PCT 90th
  • EIN Defined Benefit (Pension)
  • RANK near Corning Hospital Pension Plan
  • PHOTO ind #7689

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 Colorado →

Copic Companies Defined Benefit Pension Plan and Trust in the asset neighbourhood

Daily News Retirement Plan$61MCopic Companies Defined Benefit Pension Plan and TrustCopic Companies Defined Bene…$61MCorning Hospital Pension Plan$61MEecu Employees Pension Plan$61MHouston Refining LP Retirement Plan for Represented EmployeesHouston Refining LP Retireme…$61M
End-of-year total assets ($M) among Copic Companies Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$61M
Net Income-$10M
Employer EIN846170618
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copic Trust)

Sponsor-wide plan assets over time

All Copic Trust plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.36475801195923% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.4M $109M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 241 $89M
2023 2 244 $100M
2024 2 247 $109M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Copic Companies Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Copic Companies Defined Benefit Pension Plan and Trust, Total assets ($B): 0.060780626 · Participants: 108Copic Companies Defined Benefit Pension Plan and TrustRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Copic Companies Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Copic Companies Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Copic Companies Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Corning Hospital Pension Plan in PA ($61M); by covered participants it is Aar Cadillac Manufacturing Division Pension Plan for Hourly Employees in IL (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

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 Copic Companies Defined Benefit Pension Plan and Trust assets move in 2022? ▼
Copic Companies Defined Benefit Pension Plan and Trust pulled back noticeably - down 14.2% during 2022, from $71M to $61M. Reported net income was -$10M.
How have Copic Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copic Trust's sponsor-wide assets grew 21.4%, from $89M to $109M.
Where does Copic Companies Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Copic Companies Defined Benefit Pension Plan and Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Copic Companies Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Corning Hospital Pension Plan in PA ($61M, 320 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Copic Companies Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aar Cadillac Manufacturing Division Pension Plan for Hourly Employees in IL (108 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 846170618.

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.