401(k) · DOL Form 5500 · 2022

Copic Trust 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
133
Participants Small participant base
82nd
Percentile by assets National rank
$215,501
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Copic Companies 401(k) Plan · Sponsored by Copic Trust · Colorado · Finance & Insurance

$29M in assets, 133 participants

Copic Trust's Copic Companies 401(k) Plan reported $29M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,615 in Finance & Insurance (9,261 peers)

Coverage in Colorado

Copic Companies 401(k) Plan covers 133 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $29M.

#6,615
in Finance & Insurance (9,261 peers)
-10.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copic Companies 401(k) Plan's outsized position by total assets

Copic Companies 401(k) Plan vs every filed plan by assets

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

$28,661,604 Top 18% higher than 82% 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 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. Copic Companies 401(k) Plan sits mid-pack in the medium band (133 participants).

DOL schedule card

Filing strip 846170618 · Copic Trust PY 2022 · 401(k)

Copic Companies 401(k) Plan · $29M · 133 · 82nd

  • EIN $29M
  • RANK 133
  • PHOTO 82nd
  • IND 401(k)
  • EOY near The Morey Corporation 401(k) Profit Sharing Plan
  • 5500 ind #6615

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 401(k) Plan in the asset neighbourhood

Copic Companies 401(k) Plan$29MThe Morey Corporation 401(k) Profit Sharing PlanThe Morey Corporation 401(k)…$29MD4c Dental Brands, Inc. 401(k) PlanD4c Dental Brands, Inc. 401(…$29MHill Wiremasters 401(k) Profit Sharing Plan & TrustHill Wiremasters 401(k) Prof…$29MInternational Intimates Inc. Retirement PlanInternational Intimates Inc.…$29M
End-of-year total assets ($M) among Copic Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN846170618
Plan Effective Date1994-01-01
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 401(k) Plans in Colorado

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

Copic Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Copic Companies 401(k) Plan, Total assets ($B): 0.028661604 · Participants: 133Copic Companies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Copic Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Copic Companies 401(k) Plan side-by-side with 3 peers →

Copic Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is The Morey Corporation 401(k) Profit Sharing Plan in IL ($29M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Copic Companies 401(k) Plan assets move in 2022? ▼
Copic Companies 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $32M to $29M. Reported net income was -$3M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Copic Companies 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Copic Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Morey Corporation 401(k) Profit Sharing Plan in IL ($29M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Copic Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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.