401(k) · DOL Form 5500 · 2023

Cooper Thorne & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
31st
Percentile by assets National rank
$151,749
Avg per participant Above avg balance/head
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Official DOL plan name: Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Cooper Thorne & Associates, Inc. · California · Professional & Technical Services

$2M in assets, 14 participants

Cooper Thorne & Associates, Inc.'s Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,529 in Professional & Technical Services (20,321 peers)

2023 asset change

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan pulled back noticeably 9.2% in 2023 ($2M → $2M) for 14 participants.

#5,529
in Professional & Technical Services (20,321 peers)
-9.2%
assets change YoY

The plan reported a net loss of $215K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,124,479 31st percentile higher than 31% 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 Thorne & Associates, Inc. Employee Stock Ownership 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. Cooper Thorne & Associates, Inc. Employee Stock Ownership 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

  • Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan reported net income fell from -$200K in the plan year 2022 filing to -$215K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942546583 · Cooper Thorne & Associates, Inc. PY 2023 · 401(k)

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan · $2M · 14 · 31st

  • BOOK $2M
  • VS-ST 14
  • BOY 31st
  • SCH 401(k)
  • EBSA near Security Bank of the Ozarks 401(k) Profit Sharing Plan
  • PART ind #5529

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 California →

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

North Georgia Internal Medicine, P. C. 401(k) Profit Sharing PlanNorth Georgia Internal Medic…$2MCooper Thorne & Associates, Inc. Employee Stock Ownership PlanCooper Thorne & Associates, …$2MSecurity Bank of the Ozarks 401(k) Profit Sharing PlanSecurity Bank of the Ozarks …$2MAmatus Health 401(k) Plan$2MDean Word Company 401(k) Employees Retirement PlanDean Word Company 401(k) Emp…$2M
End-of-year total assets ($M) among Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cooper Thorne & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Cooper Thorne & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.538683895407027% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.34M $2.42M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 14 $2M
2024 1 13 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$215K
Employer EIN942546583
Plan Effective Date1980-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002124479 · Participants: 14Cooper Thorne & Associates, Inc. Employee Stock Ownership PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Security Bank of the Ozarks 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants). Same-state nearby plans are listed separately above.

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 Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.2% during 2023, from $2M to $2M. Reported net income was -$215K.
How have Cooper Thorne & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooper Thorne & Associates, Inc.'s sponsor-wide assets grew 3.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Bank of the Ozarks 401(k) Profit Sharing Plan in MO ($2M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Cooper Thorne & Associates, Inc. Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (14 participants, $522K 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 942546583.

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.