401(k) · DOL Form 5500 · 2022

Copper Beech Capital, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
26th
Percentile by assets National rank
$53,923
Avg per participant Low balance/head
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Official DOL plan name: Copper Beech Capital, LLC 401(k) Plan · Sponsored by Copper Beech Capital, LLC · Texas · Management of Enterprises

$1M in assets, 20 participants

Copper Beech Capital, LLC's Copper Beech Capital, LLC 401(k) Plan reported $1M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #176 in Management of Enterprises (1,193 peers)

Copper Beech Capital, LLC multi-year trail

Copper Beech Capital, LLC's plans moved +109.7% in assets from 2022 to 2024; this filing shows Copper Beech Capital, LLC 401(k) Plan at $1M / 20 participants.

#176
in Management of Enterprises (1,193 peers)
-14.0%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copper Beech Capital, LLC 401(k) Plan among the smaller filed plans by assets

Copper Beech Capital, LLC 401(k) Plan vs every filed plan by assets

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

$1,078,466 26th percentile higher than 26% 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 Beech Capital, LLC 401(k) 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. Copper Beech Capital, LLC 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 510526484 · Copper Beech Capital, LLC PY 2022 · 401(k)

Copper Beech Capital, LLC 401(k) Plan · $1M · 20 · 26th

  • EBSA $1M
  • EBSA 20
  • EBSA 26th
  • EBSA 401(k)
  • EBSA near Miller Hanson Partners Profit Sharing Plan
  • EBSA ind #176

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 Management of Enterprises retirement plans → · Plans in Texas →

Copper Beech Capital, LLC 401(k) Plan in the asset neighbourhood

Copper Beech Capital, LLC 401(k) PlanCopper Beech Capital, LLC 40…$1MMiller Hanson Partners Profit Sharing PlanMiller Hanson Partners Profi…$1MBraymer Kc Automotive Enterprises, Inc. 401(k) PlanBraymer Kc Automotive Enterp…$1MRedmond Dental, Inc. 401(k) Profit Sharing PlanRedmond Dental, Inc. 401(k) …$1MDunnigan & Messier, PC Profit Sharing PlanDunnigan & Messier, PC Profi…$1M
End-of-year total assets ($M) among Copper Beech Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Copper Beech Capital, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Copper Beech Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 109.69710681653386% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.08M $2.26M ▲ +109.3%
Year Plans Participants Total Assets
2022 1 20 $1M
2023 1 18 $2M
2024 1 20 $2M

Copper Beech Capital, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$175K
Employer EIN510526484
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Copper Beech Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Copper Beech Capital, LLC 401(k) Plan, Total assets ($B): 0.001078466 · Participants: 20Copper Beech Capital, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Copper Beech Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Copper Beech Capital, LLC 401(k) Plan side-by-side with 3 peers →

Copper Beech Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Miller Hanson Partners Profit Sharing Plan in MN ($1M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Beech Capital, LLC 401(k) Plan assets move in 2022? ▼
Copper Beech Capital, LLC 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $1M to $1M. Reported net income was -$175K.
How have Copper Beech Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copper Beech Capital, LLC's sponsor-wide assets grew 109.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Copper Beech Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miller Hanson Partners Profit Sharing Plan in MN ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Copper Beech Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 510526484.

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.