401(k) · DOL Form 5500 · 2022

Copeland, Cook, Taylor and Bush, P.a. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
72
Participants Small participant base
77th
Percentile by assets National rank
$264,928
Avg per participant High balance/head
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Official DOL plan name: Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan · Sponsored by Copeland, Cook, Taylor and Bush, P.a. · Mississippi · Professional & Technical Services

$19M in assets, 72 participants

Copeland, Cook, Taylor and Bush, P.a.'s Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported $19M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,556 in Professional & Technical Services (21,562 peers)

Where Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan sits by assets

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan sits in the top quartile of all filed plans by assets, $19M for 72 participants (~$264,928/participant), down 15.0% in 2022.

#16,556
in Professional & Technical Services (21,562 peers)
-15.0%
assets change YoY
0.2×
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.

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan's outsized position by total assets

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs every filed plan by assets

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

$19,074,795 Top 23% higher than 77% 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

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction 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. Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan is a small filing (72 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 640854435 · Copeland, Cook, Taylor and Bush, P.a. PY 2022 · 401(k)

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan · $19M · 72 · 77th

  • 5500 $19M
  • 5500 72
  • 5500 77th
  • 5500 401(k)
  • 5500 near Employees' 401(k) Plan of Parkhouse Tire Service, Inc.
  • 5500 ind #16556

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 Professional & Technical Services retirement plans → · Plans in Mississippi →

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan in the asset neighbourhood

Employees' 401(k) Plan of Parkhouse Tire Service, Inc.Employees' 401(k) Plan of Pa…$19MCopeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCopeland, Cook, Taylor and B…$19MConti Service, LLC Mep 401(k) PlanConti Service, LLC Mep 401(k…$19MCrisis24, Inc. 401(k) Profit Sharing PlanCrisis24, Inc. 401(k) Profit…$19MChicken of the Sea Frozen Foods Savings Investment PlanChicken of the Sea Frozen Fo…$19M
End-of-year total assets ($M) among Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN640854435
Plan Effective Date1985-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland, Cook, Taylor and Bush, P.a.)

Sponsor-wide plan assets over time

All Copeland, Cook, Taylor and Bush, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 1.1697740395113028% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M 202220232024 $19.1M $19.3M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 72 $19M
2023 1 69 $19M
2024 1 64 $19M

Nearby 401(k) Plans in Mississippi

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

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan, Total assets ($M): 19.074795 · Participants: 72Copeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan side-by-side with 3 peers →

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Employees' 401(k) Plan of Parkhouse Tire Service, Inc. in CA ($19M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan assets move in 2022? ▼
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan declined sharply - down 15.0% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Copeland, Cook, Taylor and Bush, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland, Cook, Taylor and Bush, P.a.'s sponsor-wide assets grew 1.2%, from $19M to $19M.
Where does Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan ranks in the 77th 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 Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' 401(k) Plan of Parkhouse Tire Service, Inc. in CA ($19M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M 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 640854435.

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.