401(k) · DOL Form 5500 · 2023

Copper State Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
139
Participants Small participant base
61st
Percentile by assets National rank
$80,679
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Copper State Credit Union 401(k) Plan · Sponsored by Copper State Credit Union · Arizona · Finance & Insurance

$11M in assets, 139 participants

Copper State Credit Union's Copper State Credit Union 401(k) Plan reported $11M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,065 in Finance & Insurance (8,869 peers)

Coverage in Arizona

Copper State Credit Union 401(k) Plan covers 139 participants in Arizona, about 25% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

#4,065
in Finance & Insurance (8,869 peers)
+19.9%
assets growth YoY

Copper State Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Copper State Credit Union 401(k) Plan vs every filed plan by assets

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

$11,214,436 Top 39% higher than 61% 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

Copper State Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copper State Credit Union 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copper State Credit Union 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Copper State Credit Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Copper State Credit Union 401(k) Plan reported participants fell from 141 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 866050693 · Copper State Credit Union PY 2023 · 401(k)

Copper State Credit Union 401(k) Plan · $11M · 139 · 61st

  • TYPE $11M
  • NET 139
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Horizon Group 401(k) Plan
  • SCH ind #4065

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 Finance & Insurance retirement plans → · Plans in Arizona →

Copper State Credit Union 401(k) Plan in the asset neighbourhood

Copper State Credit Union 401(k) PlanCopper State Credit Union 40…$11MHorizon Group 401(k) Plan$11MAdvanced Industrial Services, Inc. 401(k) PlanAdvanced Industrial Services…$11MMid-Atlantic Door Group, Inc. 401(k) PlanMid-Atlantic Door Group, Inc…$11MStetina, Brunda, Garred & Brucker 401(k) Savings Plan & TrustStetina, Brunda, Garred & Br…$11M
End-of-year total assets ($M) among Copper State Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN866050693
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copper State Credit Union)

Sponsor-wide plan assets over time

All Copper State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 24.46805962693391% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.35M $11.6M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 141 $9M
2023 1 139 $11M
2024 1 137 $12M

Nearby 401(k) Plans in Arizona

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

Copper State Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Copper State Credit Union 401(k) Plan, Total assets ($B): 0.011214436 · Participants: 139Copper State Credit Union 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Copper State Credit Union 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Copper State Credit Union 401(k) Plan side-by-side with 3 peers →

Copper State Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Horizon Group 401(k) Plan in CA ($11M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Copper State Credit Union 401(k) Plan assets move in 2023? ▼
Copper State Credit Union 401(k) Plan grew sharply - up 19.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Copper State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copper State Credit Union's sponsor-wide assets grew 24.5%, from $9M to $12M.
Which 401(k) plans are similar in size to Copper State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horizon Group 401(k) Plan in CA ($11M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Copper State Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 866050693.

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.