401(k) · DOL Form 5500 · 2023

Copeland Sand & Gravel Inc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
47th
Percentile by assets National rank
$417,895
Avg per participant High balance/head
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Official DOL plan name: Copeland Enterprises Profit Sharing Plan · Sponsored by Copeland Sand & Gravel Inc · Oregon · Retail Trade

$6M in assets, 14 participants

Copeland Sand & Gravel Inc's Copeland Enterprises Profit Sharing Plan reported $6M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,859 in Retail Trade (8,414 peers)

Copeland Sand & Gravel Inc multi-year trail

Copeland Sand & Gravel Inc's plans moved +25.3% in assets from 2022 to 2024; this filing shows Copeland Enterprises Profit Sharing Plan at $6M / 14 participants.

#4,859
in Retail Trade (8,414 peers)
+14.2%
assets growth YoY

Copeland Enterprises Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Copeland Enterprises Profit Sharing Plan vs every filed plan by assets

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

$5,850,528 47th percentile higher than 47% 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 Enterprises Profit Sharing 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 Enterprises Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copeland Enterprises Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $708K in the plan year 2023 filing.
  • Copeland Enterprises Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Copeland Enterprises Profit Sharing Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930513005 · Copeland Sand & Gravel Inc PY 2023 · 401(k)

Copeland Enterprises Profit Sharing Plan · $6M · 14 · 47th

  • EOY $6M
  • EOY 14
  • EOY 47th
  • EOY 401(k)
  • EOY near Forus 401(k)
  • EOY ind #4859

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 Retail Trade retirement plans → · Plans in Oregon →

Copeland Enterprises Profit Sharing Plan in the asset neighbourhood

Copeland Enterprises Profit Sharing PlanCopeland Enterprises Profit …$6MForus 401(k)$6MAshland Credit Union Plan$6MVsi 401(k) Plan & Trust$6MHagopian & Sons 401(k) Plan$6M
End-of-year total assets ($M) among Copeland Enterprises Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Copeland Sand & Gravel Inc multi-year asset trail

Sponsor-wide plan assets over time

All Copeland Sand & Gravel Inc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.25322736549846% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $5.12M $6.42M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 14 $6M
2024 1 11 $6M

Copeland Sand & Gravel Inc filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$708K
Employer EIN930513005
Plan Effective Date1965-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Copeland Enterprises Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Copeland Enterprises Profit Sharing Plan, Total assets ($B): 0.005850528 · Participants: 14Copeland Enterprises Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Copeland Enterprises Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Copeland Enterprises Profit Sharing Plan side-by-side with 3 peers →

Copeland Enterprises Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Forus 401(k) in WA ($6M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Enterprises Profit Sharing Plan assets move in 2023? ▼
Copeland Enterprises Profit Sharing Plan grew at a solid clip - up 14.2% during 2023, from $5M to $6M. Reported net income was $708K.
How have Copeland Sand & Gravel Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland Sand & Gravel Inc's sponsor-wide assets grew 25.3%, from $5M to $6M.
Which 401(k) plans are similar in size to Copeland Enterprises Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forus 401(k) in WA ($6M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Copeland Enterprises Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 930513005.

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.