401(k) · DOL Form 5500 · 2023

The Cooper Group, Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
824
Participants Near avg headcount
91st
Percentile by assets National rank
$111,381
Avg per participant Below avg balance/head
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Official DOL plan name: The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates · Sponsored by The Cooper Group, Inc. · Alabama · Transportation & Warehousing

$92M in assets, 824 participants

The Cooper Group, Inc.'s The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates reported $92M in total assets and 824 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,971 in Transportation & Warehousing (3,362 peers)

Coverage in Alabama

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates covers 824 participants in Alabama, 2.3x the typical Alabama plan (state average ~360 per filing). Assets: $92M.

#2,971
in Transportation & Warehousing (3,362 peers)
+23.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates's outsized position by total assets

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates vs every filed plan by assets

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

$91,778,128 Top 9% higher than 91% 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

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates 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. The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates sits mid-pack in the medium band (824 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates reported net income rose from -$20M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates end-of-year assets rose from $75M in the plan year 2022 filing to $92M in the plan year 2023 filing.
  • The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates reported participants rose from 723 in the plan year 2022 filing to 824 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850871337 · The Cooper Group, Inc. PY 2023 · 401(k)

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates · $92M · 824 · 91st

  • EBSA $92M
  • EBSA 824
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near Arc Employees Savings Plan
  • EBSA ind #2971

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 Transportation & Warehousing retirement plans → · Plans in Alabama →

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates in the asset neighbourhood

Jencap Group 401(k) Plan$92MYoung Electric Sign Company Profit Sharing 401(k) Retirement Plan and TrustYoung Electric Sign Company …$92MThe Retirement Plan for Employees of the Cooper Group, Inc. and Participating AffiliatesThe Retirement Plan for Empl…$92MArc Employees Savings Plan$92MEnhance Therapies 401(k) Plan$92M
End-of-year total assets ($M) among The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$92M
Net Income$17M
Employer EIN850871337
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cooper Group, Inc.)

Sponsor-wide plan assets over time

All The Cooper Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$102M 36.34148855927183% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74.5M $102M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 723 $75M
2023 1 824 $92M
2024 1 818 $102M

Nearby 401(k) Plans in Alabama

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

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates, Total assets ($B): 0.091778128 · Participants: 824The Retirement Plan for Employees of the Cooper Group, Inc. and Participating AffiliatesRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates vs. nearby 401(k) plans in Alabama, assets vs. participants

The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Arc Employees Savings Plan in VA ($92M); by covered participants it is Allied Stone, Inc. 401(k) Plan in TX (824 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (824 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 The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates assets move in 2023?
The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates grew sharply - up 23.2% during 2023, from $75M to $92M. Reported net income was $17M.
How have The Cooper Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Cooper Group, Inc.'s sponsor-wide assets grew 36.3%, from $75M to $102M.
Where does The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates rank by assets among Form 5500 filers?
The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates ranks in the 91st 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 The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates?
Among 401(k) plans in other states, the closest by assets is Arc Employees Savings Plan in VA ($92M, 300 participants).
Which 401(k) plans cover a similar participant headcount to The Retirement Plan for Employees of the Cooper Group, Inc. and Participating Affiliates?
Among 401(k) plans in other states, the closest by covered participants is Allied Stone, Inc. 401(k) Plan in TX (824 participants, $4M in assets).