Profit Sharing · DOL Form 5500 · 2023
Cope Jordan Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $156,929
- Avg per participant Above avg balance/head
Official DOL plan name: Cope Jordan Inc Retirement Plan · Sponsored by Cope Jordan Inc. · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 15 participants
Cope Jordan Inc.'s Cope Jordan Inc Retirement Plan reported $2M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,652 in Healthcare & Social Assistance (17,684 peers)
Cope Jordan Inc. multi-year trail
Cope Jordan Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Cope Jordan Inc Retirement Plan at $2M / 15 participants.
- #5,652
- in Healthcare & Social Assistance (17,684 peers)
- +6.5%
- assets growth YoY
Cope Jordan Inc Retirement Plan among the smaller filed plans by assets
Cope Jordan Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,353,928 32nd percentile higher than 32% 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
Cope Jordan Inc Retirement 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. Cope Jordan Inc Retirement Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cope Jordan Inc Retirement Plan reported net income fell from $613K in the plan year 2022 filing to $143K in the plan year 2023 filing.
- Cope Jordan Inc Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cope Jordan Inc Retirement Plan reported participants fell from 16 in the plan year 2022 filing to 15 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 460587746 · Cope Jordan Inc. PY 2023 · Profit Sharing
Cope Jordan Inc Retirement Plan · $2M · 15 · 32nd
- 5500 $2M
- ASSETS 15
- PCT 32nd
- EIN Profit Sharing
- RANK near Dorado Beach Golf Management Retirement Plan
- PHOTO ind #5652
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Cope Jordan Inc Retirement Plan in the asset neighbourhood
Cope Jordan Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cope Jordan Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 22.13784798341749% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $2M |
| 2023 | 1 | 15 | $2M |
| 2024 | 1 | 18 | $3M |
Cope Jordan Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $143K |
| Employer EIN | 460587746 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Cope Jordan Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Dorado Beach Golf Management Retirement Plan in PR ($2M); by covered participants it is Sterling Oil & Chemical Company, Inc. Profit Sharing Plan in MI (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.