401(k) · DOL Form 5500 · 2023

Copperpoint Insurance Company 401(k) Plan

Data updated 2026-08-25

$157M
Total assets Near avg plan size
776
Participants Near avg headcount
94th
Percentile by assets National rank
$201,777
Avg per participant Above avg balance/head
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Official DOL plan name: Copperpoint Insurance Co. 401(k) Plan · Sponsored by Copperpoint Insurance Company · Arizona · Finance & Insurance

$157M in assets, 776 participants

Copperpoint Insurance Company's Copperpoint Insurance Co. 401(k) Plan reported $157M in total assets and 776 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,007 in Finance & Insurance (8,869 peers)

Where Copperpoint Insurance Co. 401(k) Plan sits by assets

Copperpoint Insurance Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $157M for 776 participants (~$201,777/participant), up 17.4% in 2023.

#8,007
in Finance & Insurance (8,869 peers)
+17.4%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Copperpoint Insurance Co. 401(k) Plan's outsized position by total assets

Copperpoint Insurance Co. 401(k) Plan vs every filed plan by assets

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

$156,578,999 Top 6% higher than 94% 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

Copperpoint Insurance Co. 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. Copperpoint Insurance Co. 401(k) Plan sits mid-pack in the medium band (776 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copperpoint Insurance Co. 401(k) Plan reported net income rose from -$31M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Copperpoint Insurance Co. 401(k) Plan end-of-year assets rose from $133M in the plan year 2022 filing to $157M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 453829954 · Copperpoint Insurance Company PY 2023 · 401(k)

Copperpoint Insurance Co. 401(k) Plan · $157M · 776 · 94th

  • BOY $157M
  • SCH 776
  • EBSA 94th
  • PART 401(k)
  • TYPE near Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust
  • NET ind #8007

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 →

Copperpoint Insurance Co. 401(k) Plan in the asset neighbourhood

Watco Companies, L.L.C. 401(k) PlanWatco Companies, L.L.C. 401(…$157MCoilcraft Retirement Plan$157MCopperpoint Insurance Co. 401(k) PlanCopperpoint Insurance Co. 40…$157MMorgan & Morgan P a 401(k) Profit Sharing Plan and TrustMorgan & Morgan P a 401(k) P…$157MSchulte Roth & Zabel LLP Savings PlanSchulte Roth & Zabel LLP Sav…$156M
End-of-year total assets ($M) among Copperpoint Insurance Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$157M
Net Income$23M
Employer EIN453829954
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copperpoint Insurance Company)

Sponsor-wide plan assets over time

All Copperpoint Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$178M 33.46333413038885% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $133M $178M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 776 $133M
2023 1 776 $157M
2024 1 815 $178M

Nearby 401(k) Plans in Arizona

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

Copperpoint Insurance Co. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Copperpoint Insurance Co. 401(k) Plan, Total assets ($B): 0.156578999 · Participants: 776Copperpoint Insurance Co. 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
Copperpoint Insurance Co. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Copperpoint Insurance Co. 401(k) Plan side-by-side with 3 peers →

Copperpoint Insurance Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust in FL ($157M); by covered participants it is Brown Automotive Group Ltd 401(k) Profit Sharing Plan & Trust in VA (776 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($157M here).

Similar participant headcount

Nearest other-state filings by covered participants (776 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 Copperpoint Insurance Co. 401(k) Plan assets move in 2023? ▼
Copperpoint Insurance Co. 401(k) Plan grew sharply - up 17.4% during 2023, from $133M to $157M. Reported net income was $23M.
How have Copperpoint Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copperpoint Insurance Company's sponsor-wide assets grew 33.5%, from $133M to $178M.
Where does Copperpoint Insurance Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Copperpoint Insurance Co. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Copperpoint Insurance Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morgan & Morgan P a 401(k) Profit Sharing Plan and Trust in FL ($157M, 3,321 participants).
Which 401(k) plans cover a similar participant headcount to Copperpoint Insurance Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown Automotive Group Ltd 401(k) Profit Sharing Plan & Trust in VA (776 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 453829954.

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.