401(k) · DOL Form 5500 · 2022
Dale J. Coplan, P.C. 401(k) Plan
Data updated 2026-08-25
- $463K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $231,318
- Avg per participant Above avg balance/head
Official DOL plan name: Dale J. Coplan, P.C. Profit Sharing Plan · Sponsored by Dale J. Coplan, P.C. · Colorado · Professional & Technical Services
$463K in assets, 2 participants
Dale J. Coplan, P.C.'s Dale J. Coplan, P.C. Profit Sharing Plan reported $463K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- #3,027 in Professional & Technical Services (21,562 peers)
2022 asset change
Dale J. Coplan, P.C. Profit Sharing Plan grew at a solid clip 10.6% in 2022 ($418K → $463K) for 2 participants.
- #3,027
- in Professional & Technical Services (21,562 peers)
- +10.6%
- assets growth YoY
Dale J. Coplan, P.C. Profit Sharing Plan among the smaller filed plans by assets
Dale J. Coplan, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$462,635 18th percentile higher than 18% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dale J. Coplan, P.C. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dale J. Coplan, P.C. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 841136196 · Dale J. Coplan, P.C. PY 2022 · 401(k)
Dale J. Coplan, P.C. Profit Sharing Plan · $463K · 2 · 18th
- EIN $463K
- RANK 2
- PHOTO 18th
- IND 401(k)
- EOY near Mox-Ish Inc. 401(k) Plan
- 5500 ind #3027
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 Colorado →
Dale J. Coplan, P.C. Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $418K |
|---|---|
| Net Assets (End of Year) | $463K |
| Net Income | $44K |
| Employer EIN | 841136196 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Dale J. Coplan, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Mox-Ish Inc. 401(k) Plan in CA ($463K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($463K here).
- Mox-Ish Inc. 401(k) Plan (CA) $463K · 1
- Ll Ontap, Inc. 401(k) Profit Sharing Plan (CA) $463K · 1
- Sycamore Ventures 401(k) (AZ) $463K · 1
- J&r Kramer, Inc. Retirement Plan (VT) $463K · 9
Similar participant headcount
Nearest other-state filings by covered participants (2 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.