401(k) · DOL Form 5500 · 2022

Al Copeland Investments, L.L.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
457
Participants Below avg headcount
65th
Percentile by assets National rank
$21,938
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Al Copeland Investments, L. L. C. 401(k) Plan · Sponsored by Al Copeland Investments, L.L.C. · Louisiana · Retail Trade

$10M in assets, 457 participants

Al Copeland Investments, L.L.C.'s Al Copeland Investments, L. L. C. 401(k) Plan reported $10M in total assets and 457 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #7,202 in Retail Trade (9,519 peers)

Al Copeland Investments, L.L.C. multi-year trail

Al Copeland Investments, L.L.C.'s plans moved +32.2% in assets from 2022 to 2024; this filing shows Al Copeland Investments, L. L. C. 401(k) Plan at $10M / 457 participants.

#7,202
in Retail Trade (9,519 peers)
-15.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Al Copeland Investments, L. L. C. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Al Copeland Investments, L. L. C. 401(k) Plan vs every filed plan by assets

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

$10,025,501 Top 35% higher than 65% 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

Al Copeland Investments, L. L. C. 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. Al Copeland Investments, L. L. C. 401(k) Plan sits mid-pack in the medium band (457 participants).

DOL schedule card

Filing strip 721110060 · Al Copeland Investments, L.L.C. PY 2022 · 401(k)

Al Copeland Investments, L. L. C. 401(k) Plan · $10M · 457 · 65th

  • SCH $10M
  • SCH 457
  • SCH 65th
  • SCH 401(k)
  • SCH near Adroit Construction Co., Inc. Profit Sharing and Savings Plan
  • SCH ind #7202

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 Retail Trade retirement plans → · Plans in Louisiana →

Al Copeland Investments, L. L. C. 401(k) Plan in the asset neighbourhood

Al Copeland Investments, L. L. C. 401(k) PlanAl Copeland Investments, L. …$10MAdroit Construction Co., Inc. Profit Sharing and Savings PlanAdroit Construction Co., Inc…$10MCvr Management, LLC 401(k) PlanCvr Management, LLC 401(k) P…$10MConsolidated Metal Products Co. Retirement Savings PlanConsolidated Metal Products …$10MCcu Coal and Construction 401(k) & Profit Sharing PlanCcu Coal and Construction 40…$10M
End-of-year total assets ($M) among Al Copeland Investments, L. L. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Al Copeland Investments, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Al Copeland Investments, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.186930109527694% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10M $13.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 457 $10M
2023 1 433 $11M
2024 1 466 $13M

Al Copeland Investments, L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN721110060
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Al Copeland Investments, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Al Copeland Investments, L. L. C. 401(k) Plan, Total assets ($B): 0.010025501 · Participants: 457Al Copeland Investments, L. L. C. 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Al Copeland Investments, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Al Copeland Investments, L. L. C. 401(k) Plan side-by-side with 3 peers →

Al Copeland Investments, L. L. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Adroit Construction Co., Inc. Profit Sharing and Savings Plan in OR ($10M); by covered participants it is Albert Kemperle, Inc. Retirement Trust in NY (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Al Copeland Investments, L. L. C. 401(k) Plan assets move in 2022? ▼
Al Copeland Investments, L. L. C. 401(k) Plan declined sharply - down 15.5% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Al Copeland Investments, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Al Copeland Investments, L.L.C.'s sponsor-wide assets grew 32.2%, from $10M to $13M.
Which 401(k) plans are similar in size to Al Copeland Investments, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adroit Construction Co., Inc. Profit Sharing and Savings Plan in OR ($10M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Al Copeland Investments, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Albert Kemperle, Inc. Retirement Trust in NY (457 participants, $31M 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 721110060.

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.