401(k) · DOL Form 5500 · 2023

Copeland, Cook, Taylor and Bush, P.a. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
69
Participants Small participant base
71st
Percentile by assets National rank
$269,165
Avg per participant High balance/head
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Official DOL plan name: Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan · Sponsored by Copeland, Cook, Taylor and Bush, P.a. · Mississippi · Professional & Technical Services

$19M in assets, 69 participants

Copeland, Cook, Taylor and Bush, P.a.'s Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported $19M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,395 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan holds $19M for 69 participants - about $269,165 per participant, above the median plan by assets.

#14,395
in Professional & Technical Services (20,321 peers)
-2.6%
assets change YoY

The plan reported a net loss of $502K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan's outsized position by total assets

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs every filed plan by assets

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

$18,572,361 Top 29% higher than 71% 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

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction 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. Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported net income rose from -$3M in the plan year 2022 filing to -$502K in the plan year 2023 filing.
  • Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported participants fell from 72 in the plan year 2022 filing to 69 in the plan year 2023 filing.
  • Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan end-of-year assets fell from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640854435 · Copeland, Cook, Taylor and Bush, P.a. PY 2023 · 401(k)

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan · $19M · 69 · 71st

  • BOY $19M
  • BOY 69
  • BOY 71st
  • BOY 401(k)
  • BOY near Kingspan Insulation LLC 401(k) Plan
  • BOY ind #14395

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 Professional & Technical Services retirement plans → · Plans in Mississippi →

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan in the asset neighbourhood

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCopeland, Cook, Taylor and B…$19MKingspan Insulation LLC 401(k) PlanKingspan Insulation LLC 401(…$19MIds Engineering Group Inc. 401(k) PlanIds Engineering Group Inc. 4…$19MEurasia Group 401(k) Profit Sharing PlanEurasia Group 401(k) Profit …$19MShoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & TrustShoppa's Material Handling, …$19M
End-of-year total assets ($M) among Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$502K
Employer EIN640854435
Plan Effective Date1985-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland, Cook, Taylor and Bush, P.a.)

Sponsor-wide plan assets over time

All Copeland, Cook, Taylor and Bush, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 1.1697740395113028% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M 202220232024 $19.1M $19.3M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 72 $19M
2023 1 69 $19M
2024 1 64 $19M

Nearby 401(k) Plans in Mississippi

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

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan, Total assets ($M): 18.572361 · Participants: 69Copeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan side-by-side with 3 peers →

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Kingspan Insulation LLC 401(k) Plan in GA ($19M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan assets move in 2023? ▼
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan edged down modestly - down 2.6% during 2023, from $19M to $19M. Reported net income was -$502K.
How have Copeland, Cook, Taylor and Bush, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland, Cook, Taylor and Bush, P.a.'s sponsor-wide assets grew 1.2%, from $19M to $19M.
Which 401(k) plans are similar in size to Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kingspan Insulation LLC 401(k) Plan in GA ($19M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 640854435.

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.