401(k) · DOL Form 5500 · 2023

Copeland Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
221
Participants Below avg headcount
61st
Percentile by assets National rank
$50,195
Avg per participant Low balance/head
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Official DOL plan name: Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan · Sponsored by Copeland Enterprises, Inc. · Massachusetts · Retail Trade

$11M in assets, 221 participants

Copeland Enterprises, Inc.'s Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported $11M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,040 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan covers 221 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.

#6,040
in Retail Trade (8,414 peers)
+37.6%
assets growth YoY

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$11,093,184 Top 39% higher than 61% 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, Inc. 401(k) and Profit Sharing 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 Enterprises, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported participants rose from 187 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042469226 · Copeland Enterprises, Inc. PY 2023 · 401(k)

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan · $11M · 221 · 61st

  • NET $11M
  • BOOK 221
  • VS-ST 61st
  • BOY 401(k)
  • SCH near Avalon Administrative Services, LLC 401(k) Plan
  • EBSA ind #6040

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 Massachusetts →

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Copeland Enterprises, Inc. 401(k) and Profit Sharing PlanCopeland Enterprises, Inc. 4…$11MAvalon Administrative Services, LLC 401(k) PlanAvalon Administrative Servic…$11MEsgw 401(k) Retirement Plan$11MElm Locating and Utility Services 401(k) PlanElm Locating and Utility Ser…$11MHoover Rehabilitation Services, Inc. 401(k) PlanHoover Rehabilitation Servic…$11M
End-of-year total assets ($M) among Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN042469226
Plan Effective Date1971-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland Enterprises, Inc.)

Sponsor-wide plan assets over time

All Copeland Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 65.35692638925863% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.06M $13.3M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 187 $8M
2023 1 221 $11M
2024 1 225 $13M

Nearby 401(k) Plans in Massachusetts

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

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.011093184 · Participants: 221Copeland Enterprises, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Avalon Administrative Services, LLC 401(k) Plan in FL ($11M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan surged - up 37.6% during 2023, from $8M to $11M. Reported net income was $3M.
How have Copeland Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland Enterprises, Inc.'s sponsor-wide assets grew 65.4%, from $8M to $13M.
Which 401(k) plans are similar in size to Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avalon Administrative Services, LLC 401(k) Plan in FL ($11M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 042469226.

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.