401(k) · DOL Form 5500 · 2023

Copper Beech Capital, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
18
Participants Small participant base
29th
Percentile by assets National rank
$99,500
Avg per participant Below avg balance/head
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Official DOL plan name: Copper Beech Capital, LLC 401(k) Plan · Sponsored by Copper Beech Capital, LLC · Texas · Management of Enterprises

$2M in assets, 18 participants

Copper Beech Capital, LLC's Copper Beech Capital, LLC 401(k) Plan reported $2M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #187 in Management of Enterprises (1,137 peers)

Copper Beech Capital, LLC multi-year trail

Copper Beech Capital, LLC's plans moved +109.7% in assets from 2022 to 2024; this filing shows Copper Beech Capital, LLC 401(k) Plan at $2M / 18 participants.

#187
in Management of Enterprises (1,137 peers)
+66.1%
assets growth YoY

Copper Beech Capital, LLC 401(k) Plan among the smaller filed plans by assets

Copper Beech Capital, LLC 401(k) Plan vs every filed plan by assets

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

$1,791,007 29th percentile higher than 29% 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 Beech Capital, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copper Beech Capital, LLC 401(k) Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copper Beech Capital, LLC 401(k) Plan reported net income rose from -$175K in the plan year 2022 filing to $713K in the plan year 2023 filing.
  • Copper Beech Capital, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Copper Beech Capital, LLC 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510526484 · Copper Beech Capital, LLC PY 2023 · 401(k)

Copper Beech Capital, LLC 401(k) Plan · $2M · 18 · 29th

  • PART $2M
  • PART 18
  • PART 29th
  • PART 401(k)
  • PART near Bayshire 401(k) Plan
  • PART ind #187

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 Management of Enterprises retirement plans → · Plans in Texas →

Copper Beech Capital, LLC 401(k) Plan in the asset neighbourhood

Copper Beech Capital, LLC 401(k) PlanCopper Beech Capital, LLC 40…$2MBayshire 401(k) Plan$2MDavid M Bass M.D, P.C. 401(k) PlanDavid M Bass M.D, P.C. 401(k…$2MThe Anacott Group, Inc. 401(k) Profit Sharing PlanThe Anacott Group, Inc. 401(…$2MShaughnessy Orthodontics of East Cobb Profit Sharing Plan & TrustShaughnessy Orthodontics of …$2M
End-of-year total assets ($M) among Copper Beech Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Copper Beech Capital, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Copper Beech Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 109.69710681653386% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.08M $2.26M ▲ +109.3%
Year Plans Participants Total Assets
2022 1 20 $1M
2023 1 18 $2M
2024 1 20 $2M

Copper Beech Capital, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$713K
Employer EIN510526484
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Copper Beech Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Copper Beech Capital, LLC 401(k) Plan, Total assets ($B): 0.001791007 · Participants: 18Copper Beech Capital, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Copper Beech Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Copper Beech Capital, LLC 401(k) Plan side-by-side with 3 peers →

Copper Beech Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bayshire 401(k) Plan in CA ($2M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Beech Capital, LLC 401(k) Plan assets move in 2023? ▼
Copper Beech Capital, LLC 401(k) Plan surged - up 66.1% during 2023, from $1M to $2M. Reported net income was $713K.
How have Copper Beech Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copper Beech Capital, LLC's sponsor-wide assets grew 109.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Copper Beech Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bayshire 401(k) Plan in CA ($2M, 630 participants).
Which 401(k) plans cover a similar participant headcount to Copper Beech Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 510526484.

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.