401(k) · DOL Form 5500 · 2023

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
101
Participants Small participant base
70th
Percentile by assets National rank
$173,550
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Copeland, Stair, Valz & Lovell, LLP 401(k) Plan · Sponsored by Copeland, Stair, Valz & Lovell, LLP · Georgia · Professional & Technical Services

$18M in assets, 101 participants

Copeland, Stair, Valz & Lovell, LLP's Copeland, Stair, Valz & Lovell, LLP 401(k) Plan reported $18M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,157 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan covers 101 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#14,157
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan's outsized position by total assets

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan vs every filed plan by assets

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

$17,528,581 Top 30% higher than 70% 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, Stair, Valz & Lovell, LLP 401(k) Plan 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. Copeland, Stair, Valz & Lovell, LLP 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copeland, Stair, Valz & Lovell, LLP 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $941K in the plan year 2023 filing.
  • Copeland, Stair, Valz & Lovell, LLP 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Copeland, Stair, Valz & Lovell, LLP 401(k) Plan reported participants fell from 108 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581478339 · Copeland, Stair, Valz & Lovell, LLP PY 2023 · 401(k)

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan · $18M · 101 · 70th

  • BOOK $18M
  • BOOK 101
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near The Danella Companies 401(k) Plan
  • BOOK ind #14157

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 Georgia →

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan in the asset neighbourhood

Copeland, Stair, Valz & Lovell, LLP 401(k) PlanCopeland, Stair, Valz & Love…$18MThe Danella Companies 401(k) PlanThe Danella Companies 401(k)…$18MFirst Bank 401(k) Retirement PlanFirst Bank 401(k) Retirement…$18MFord Field Management 401(k) PlanFord Field Management 401(k)…$18MF.L. Crane & Sons, Inc. 401(k) PlanF.L. Crane & Sons, Inc. 401(…$18M
End-of-year total assets ($M) among Copeland, Stair, Valz & Lovell, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$941K
Employer EIN581478339
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland, Stair, Valz & Lovell, LLP)

Sponsor-wide plan assets over time

All Copeland, Stair, Valz & Lovell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 20.09635391260172% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.4M $19.7M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 108 $16M
2023 1 101 $18M
2024 1 92 $20M

Nearby 401(k) Plans in Georgia

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

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Copeland, Stair, Valz & Lovell, LLP 401(k) Plan, Total assets ($B): 0.017528581 · Participants: 101Copeland, Stair, Valz & Lovell, LLP 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Copeland, Stair, Valz & Lovell, LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Copeland, Stair, Valz & Lovell, LLP 401(k) Plan side-by-side with 3 peers →

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is The Danella Companies 401(k) Plan in PA ($18M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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, Stair, Valz & Lovell, LLP 401(k) Plan assets move in 2023? ▼
Copeland, Stair, Valz & Lovell, LLP 401(k) Plan grew at a solid clip - up 6.7% during 2023, from $16M to $18M. Reported net income was $941K.
How have Copeland, Stair, Valz & Lovell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland, Stair, Valz & Lovell, LLP's sponsor-wide assets grew 20.1%, from $16M to $20M.
Which 401(k) plans are similar in size to Copeland, Stair, Valz & Lovell, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Danella Companies 401(k) Plan in PA ($18M, 1,757 participants).
Which 401(k) plans cover a similar participant headcount to Copeland, Stair, Valz & Lovell, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 581478339.

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.