401(k) · DOL Form 5500 · 2022

Cooper Heating & Cooling Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
139
Participants Small participant base
29th
Percentile by assets National rank
$10,180
Avg per participant Low balance/head
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Official DOL plan name: Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Cooper Heating & Cooling Inc. · Colorado · Construction

$1M in assets, 139 participants

Cooper Heating & Cooling Inc.'s Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,606 in Construction (9,927 peers)

Coverage in Colorado

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust covers 139 participants in Colorado, about 37% of the average Colorado filer (state average ~376 per filing). Assets: $1M.

#2,606
in Construction (9,927 peers)
+13.3%
assets growth YoY

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,414,962 29th percentile higher than 29% 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

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & 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. Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (139 participants).

DOL schedule card

Filing strip 841044969 · Cooper Heating & Cooling Inc. PY 2022 · 401(k)

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust · $1M · 139 · 29th

  • PHOTO $1M
  • IND 139
  • EOY 29th
  • 5500 401(k)
  • ASSETS near Carden School of Salt Lake City, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2606

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 Construction retirement plans → · Plans in Colorado →

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & TrustCooper Heating & Cooling, In…$1MCarden School of Salt Lake City, Inc. 401(k) Profit Sharing PlanCarden School of Salt Lake C…$1MWestwind Management Inc 401(k) PlanWestwind Management Inc 401(…$1MCepra Landscape LLC 401(k)PlanCepra Landscape LLC 401(k)Pl…$1MFiberbuilt Umbrellas, Inc. 401(k) PlanFiberbuilt Umbrellas, Inc. 4…$1M
End-of-year total assets ($M) among Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$166K
Employer EIN841044969
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooper Heating & Cooling Inc.)

Sponsor-wide plan assets over time

All Cooper Heating & Cooling Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 90.81586643316216% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 20222024 $1.41M $2.7M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 139 $1M
2024 1 167 $3M

Nearby 401(k) Plans in Colorado

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

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001414962 · Participants: 139Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & TrustDavita 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
Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Carden School of Salt Lake City, Inc. 401(k) Profit Sharing Plan in UT ($1M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.3% during 2022, from $1M to $1M. Reported net income was $166K.
How have Cooper Heating & Cooling Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Cooper Heating & Cooling Inc.'s sponsor-wide assets grew 90.8%, from $1M to $3M.
Which 401(k) plans are similar in size to Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Carden School of Salt Lake City, Inc. 401(k) Profit Sharing Plan in UT ($1M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Cooper Heating & Cooling, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 841044969.

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.