401(k) · DOL Form 5500 · 2022

William H. Kopke, Jr., Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
119
Participants Small participant base
56th
Percentile by assets National rank
$54,021
Avg per participant Low balance/head
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Official DOL plan name: The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan · Sponsored by William H. Kopke, Jr., Inc. · New York · Wholesale Trade

$6M in assets, 119 participants

William H. Kopke, Jr., Inc.'s The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan reported $6M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,065 in Wholesale Trade (6,843 peers)

Coverage in New York

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $6M.

#3,065
in Wholesale Trade (6,843 peers)
-19.3%
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.

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan vs every filed plan by assets

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

$6,428,478 Top 44% higher than 56% 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

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings 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. The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan sits mid-pack in the medium band (119 participants).

EBSA filing schedule strip

Filing strip 132618191 · William H. Kopke, Jr., Inc. PY 2022 · 401(k)

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan · $6M · 119 · 56th

  • RANK $6M
  • PHOTO 119
  • IND 56th
  • EOY 401(k)
  • 5500 near Team Air Express 401(k) Plan
  • ASSETS ind #3065

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 Wholesale Trade retirement plans → · Plans in New York →

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan in the asset neighbourhood

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings PlanThe William H. Kopke, Jr., I…$6MTeam Air Express 401(k) Plan$6MTrue Group, Inc. 401(k) Plan$6MRegal Research and Mfg. Co. 401(k) Profit Sharing PlanRegal Research and Mfg. Co. …$6MMidwest Geriatric Management, LLC 401(k) PlanMidwest Geriatric Management…$6M
End-of-year total assets ($M) among The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN132618191
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William H. Kopke, Jr., Inc.)

Sponsor-wide plan assets over time

All William H. Kopke, Jr., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 24.806913860481437% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.43M $8.02M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 119 $6M
2023 1 213 $7M
2024 1 212 $8M

Nearby 401(k) Plans in New York

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

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan, Total assets ($B): 0.006428478 · Participants: 119The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan side-by-side with 3 peers →

The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Team Air Express 401(k) Plan in TX ($6M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan assets move in 2022? ▼
The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan declined sharply - down 19.3% during 2022, from $8M to $6M. Reported net income was -$2M.
How have William H. Kopke, Jr., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William H. Kopke, Jr., Inc.'s sponsor-wide assets grew 24.8%, from $6M to $8M.
Which 401(k) plans are similar in size to The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Team Air Express 401(k) Plan in TX ($6M, 103 participants).
Which 401(k) plans cover a similar participant headcount to The William H. Kopke, Jr., Inc. & Related Companies Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 participants, N/A 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 132618191.

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.