401(k) · DOL Form 5500 · 2023

Virginia G. Piper Charitable Trust 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 21
Participants Small participant base: 50th
Percentile by assets National rank: $312,103
Avg per participant High balance/head

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Official DOL plan name: Piper Trust 401(k) Plan · Sponsored by Virginia G. Piper Charitable Trust · Arizona · Other Services

$7M in assets, 21 participants

Virginia G. Piper Charitable Trust's Piper Trust 401(k) Plan reported $7M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

#5,498 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Piper Trust 401(k) Plan ranks #5,498 of 7,857 2023 filers by assets (306% of the sector average)-$7M for 21 participants.

#5,498
in Other Services (7,857 peers): +15.7%
assets growth YoY

Piper Trust 401(k) Plan's mid-pack asset rank among Other Services and all filers

Piper Trust 401(k) Plan vs every filed plan by assets

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

$6,554,161 Top 50% higher than 50% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Piper Trust 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. Piper Trust 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Piper Trust 401(k) Plan reported net income rose from -$596K in the plan year 2022 filing to $891K in the plan year 2023 filing.
Piper Trust 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Piper Trust 401(k) Plan reported participants fell from 24 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 866247076 · Virginia G. Piper Charitable Trust PY 2023 · 401(k)

Piper Trust 401(k) Plan · $7M · 21 · 50th

PHOTO $7M
IND 21
EOY 50th
5500 401(k)
ASSETS near Sagaser, Watkins & Wieland PC 401(k) Plan
PCT ind #5498

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 Other Services retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Piper Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$891K
Employer EIN	866247076
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Virginia G. Piper Charitable Trust)

Latest sponsor-wide plan assets: $7M 15.72457803236324% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	24	$6M
2023	1	21	$7M

Nearby 401(k) Plans in Arizona

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

Piper Trust 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Piper Trust 401(k) Plan side-by-side with 3 peers →

Piper Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sagaser, Watkins & Wieland PC 401(k) Plan in CA ($7M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Sagaser, Watkins & Wieland PC 401(k) Plan (CA) $7M · 27
Kamran and Company, LLC 401(k) Profit Sharing Plan and Trust (CA) $7M · 56
G&a Managers, LLC Retirement Plan (GA) $7M · 331
Bci Solutions, Inc. 401(k) Plan (IN) $7M · 185

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan (GA) 21 · 0 off
Aravive 401(k) Plan (TX) 21 · 0 off
Bmc Brewing Company 401(k) Plan (NC) 21 · 0 off
Community State Bankshares, Inc. Employee Stock Ownership Plan (CO) 21 · 0 off

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 Piper Trust 401(k) Plan assets move in 2023? ▼

Piper Trust 401(k) Plan grew sharply - up 15.7% during 2023, from $6M to $7M. Reported net income was $891K.

How have Virginia G. Piper Charitable Trust plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Virginia G. Piper Charitable Trust's sponsor-wide assets grew 15.7%, from $6M to $7M.

Which 401(k) plans are similar in size to Piper Trust 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sagaser, Watkins & Wieland PC 401(k) Plan in CA ($7M, 27 participants).

Which 401(k) plans cover a similar participant headcount to Piper Trust 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 866247076.