Profit Sharing · DOL Form 5500 · 2023

Copeland Business Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$345K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$86,206
Avg per participant Below avg balance/head
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Official DOL plan name: Copeland Business Group Inc. Retirement Plan · Sponsored by Copeland Business Group Inc. · North Carolina · Other Services

$345K in assets, 4 participants

Copeland Business Group Inc.'s Copeland Business Group Inc. Retirement Plan reported $345K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,534 in Other Services (7,857 peers)

What the 2023 filing shows

Copeland Business Group Inc. Retirement Plan holds $345K for 4 participants - about $86,206 per participant, among the smaller plans by assets on file.

#2,534
in Other Services (7,857 peers)
+1.1%
assets growth YoY

Copeland Business Group Inc. Retirement Plan among the smaller filed plans by assets

Copeland Business Group Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$344,825 15th percentile higher than 15% of 127,068 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 2023

Copeland Business Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland Business Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copeland Business Group Inc. Retirement Plan reported net income rose from -$18K in the plan year 2022 filing to $4K in the plan year 2023 filing.
  • Copeland Business Group Inc. Retirement Plan end-of-year assets rose from $341K in the plan year 2022 filing to $345K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475642636 · Copeland Business Group Inc. PY 2023 · Profit Sharing

Copeland Business Group Inc. Retirement Plan · $345K · 4 · 15th

  • ASSETS $345K
  • ASSETS 4
  • ASSETS 15th
  • ASSETS Profit Sharing
  • ASSETS near Pbwvu Inc. Retirement Plan
  • ASSETS ind #2534

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 Other Services retirement plans → · Plans in North Carolina →

Copeland Business Group Inc. Retirement Plan in the asset neighbourhood

Kerwood Enterprises, Inc. Retirement PlanKerwood Enterprises, Inc. Re…$345K423 Strength Inc. Retirement Plan423 Strength Inc. Retirement…$345KCopeland Business Group Inc. Retirement PlanCopeland Business Group Inc.…$345KPbwvu Inc. Retirement Plan$345KNm Acquisitons, Inc. Retirement PlanNm Acquisitons, Inc. Retirem…$345K
End-of-year total assets ($M) among Copeland Business Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$341K
Net Assets (End of Year)$345K
Net Income$4K
Employer EIN475642636
Plan Effective Date2015-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland Business Group Inc.)

Sponsor-wide plan assets over time

All Copeland Business Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$328K 3.968598297413288% vs 2022
2024 filing year
$0.33M$0.33M$0.34M$0.34M$0.35M 202220232024 $0.34M $0.33M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 4 $341K
2023 1 4 $345K
2024 1 4 $328K

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Copeland Business Group Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Copeland Business Group Inc. Retirement Plan, Total assets ($B): 0.000344825 · Participants: 4Copeland Business Group Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Copeland Business Group Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Copeland Business Group Inc. Retirement Plan side-by-side with 3 peers →

Copeland Business Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Pbwvu Inc. Retirement Plan in PA ($345K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($345K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Copeland Business Group Inc. Retirement Plan assets move in 2023? ▼
Copeland Business Group Inc. Retirement Plan edged up modestly - up 1.1% during 2023, from $341K to $345K. Reported net income was $4K.
How have Copeland Business Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland Business Group Inc.'s sponsor-wide assets declined 4.0%, from $341K to $328K.
Where does Copeland Business Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Copeland Business Group Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Copeland Business Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pbwvu Inc. Retirement Plan in PA ($345K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Copeland Business Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475642636.

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.