401(k) · DOL Form 5500 · 2023

Cooper Machinery Services, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
501
Participants Below avg headcount
78th
Percentile by assets National rank
$57,015
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cooper Machinery Services, LLC 401(k) Plan · Sponsored by Cooper Machinery Services, LLC · Texas · Other Services

$29M in assets, 501 participants

Cooper Machinery Services, LLC's Cooper Machinery Services, LLC 401(k) Plan reported $29M in total assets and 501 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,005 in Other Services (7,857 peers)

Where Cooper Machinery Services, LLC 401(k) Plan sits by assets

Cooper Machinery Services, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 501 participants (~$57,015/participant), up 39.9% in 2023.

#7,005
in Other Services (7,857 peers)
+39.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cooper Machinery Services, LLC 401(k) Plan's outsized position by total assets

Cooper Machinery Services, LLC 401(k) Plan vs every filed plan by assets

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

$28,564,485 Top 22% higher than 78% 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

Cooper Machinery Services, LLC 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. Cooper Machinery Services, LLC 401(k) Plan sits mid-pack in the medium band (501 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cooper Machinery Services, LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cooper Machinery Services, LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Cooper Machinery Services, LLC 401(k) Plan reported participants rose from 491 in the plan year 2022 filing to 501 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 465397496 · Cooper Machinery Services, LLC PY 2023 · 401(k)

Cooper Machinery Services, LLC 401(k) Plan · $29M · 501 · 78th

  • RANK $29M
  • PHOTO 501
  • IND 78th
  • EOY 401(k)
  • 5500 near Liberty Healthcare Corporation Savings Plan
  • ASSETS ind #7005

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 Other Services retirement plans → · Plans in Texas →

Cooper Machinery Services, LLC 401(k) Plan in the asset neighbourhood

Kaiserair, Inc. Savings and Profit Sharing PlanKaiserair, Inc. Savings and …$29MCooper Machinery Services, LLC 401(k) PlanCooper Machinery Services, L…$29MLiberty Healthcare Corporation Savings PlanLiberty Healthcare Corporati…$29MQvest.US, LLC$29MPurposebuilt Brands 401(k) PlanPurposebuilt Brands 401(k) P…$29M
End-of-year total assets ($M) among Cooper Machinery Services, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$29M
Net Income$8M
Employer EIN465397496
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooper Machinery Services, LLC)

Sponsor-wide plan assets over time

All Cooper Machinery Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 71.69141206567424% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $20.4M $35.1M ▲ +71.7%
Year Plans Participants Total Assets
2022 1 491 $20M
2023 1 501 $29M
2024 1 565 $35M

Nearby 401(k) Plans in Texas

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

Cooper Machinery Services, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Cooper Machinery Services, LLC 401(k) Plan, Total assets ($B): 0.028564485 · Participants: 501Cooper Machinery Services, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Cooper Machinery Services, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Cooper Machinery Services, LLC 401(k) Plan side-by-side with 3 peers →

Cooper Machinery Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Liberty Healthcare Corporation Savings Plan in PA ($29M); by covered participants it is Burton 401(k) Incentive Savings Plan in VT (501 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (501 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 Cooper Machinery Services, LLC 401(k) Plan assets move in 2023? ▼
Cooper Machinery Services, LLC 401(k) Plan surged - up 39.9% during 2023, from $20M to $29M. Reported net income was $8M.
How have Cooper Machinery Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooper Machinery Services, LLC's sponsor-wide assets grew 71.7%, from $20M to $35M.
Where does Cooper Machinery Services, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Cooper Machinery Services, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cooper Machinery Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Healthcare Corporation Savings Plan in PA ($29M, 1,032 participants).
Which 401(k) plans cover a similar participant headcount to Cooper Machinery Services, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burton 401(k) Incentive Savings Plan in VT (501 participants, $77M 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 465397496.

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.