401(k) · DOL Form 5500 · 2023

Al Copeland Investments, L.L.C. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
433
Participants Below avg headcount
61st
Percentile by assets National rank
$26,001
Avg per participant Low balance/head
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Official DOL plan name: Al Copeland Investments, L. L. C. 401(k) Plan · Sponsored by Al Copeland Investments, L.L.C. · Louisiana · Retail Trade

$11M in assets, 433 participants

Al Copeland Investments, L.L.C.'s Al Copeland Investments, L. L. C. 401(k) Plan reported $11M in total assets and 433 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.

  • #6,074 in Retail Trade (8,414 peers)

Al Copeland Investments, L.L.C. multi-year trail

Al Copeland Investments, L.L.C.'s plans moved +32.2% in assets from 2022 to 2024; this filing shows Al Copeland Investments, L. L. C. 401(k) Plan at $11M / 433 participants.

#6,074
in Retail Trade (8,414 peers)
+12.3%
assets growth YoY

Al Copeland Investments, L. L. C. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Al Copeland Investments, L. L. C. 401(k) Plan vs every filed plan by assets

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

$11,258,442 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

Al Copeland Investments, L. L. C. 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. Al Copeland Investments, L. L. C. 401(k) Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Al Copeland Investments, L. L. C. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Al Copeland Investments, L. L. C. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Al Copeland Investments, L. L. C. 401(k) Plan reported participants fell from 457 in the plan year 2022 filing to 433 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721110060 · Al Copeland Investments, L.L.C. PY 2023 · 401(k)

Al Copeland Investments, L. L. C. 401(k) Plan · $11M · 433 · 61st

  • SCH $11M
  • SCH 433
  • SCH 61st
  • SCH 401(k)
  • SCH near Tenstorrent USA Inc 401(k) Plan
  • SCH ind #6074

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 Louisiana →

Al Copeland Investments, L. L. C. 401(k) Plan in the asset neighbourhood

Al Copeland Investments, L. L. C. 401(k) PlanAl Copeland Investments, L. …$11MTenstorrent USA Inc 401(k) PlanTenstorrent USA Inc 401(k) P…$11MApple 401(k) Savings Plan$11MChoice Investments Savings PlanChoice Investments Savings P…$11MProgressive Services, Inc. 401(k) Salary Reduction PlanProgressive Services, Inc. 4…$11M
End-of-year total assets ($M) among Al Copeland Investments, L. L. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Al Copeland Investments, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Al Copeland Investments, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.186930109527694% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10M $13.3M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 457 $10M
2023 1 433 $11M
2024 1 466 $13M

Al Copeland Investments, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN721110060
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Al Copeland Investments, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Al Copeland Investments, L. L. C. 401(k) Plan, Total assets ($B): 0.011258442 · Participants: 433Al Copeland Investments, L. L. C. 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Al Copeland Investments, L. L. C. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Al Copeland Investments, L. L. C. 401(k) Plan side-by-side with 3 peers →

Al Copeland Investments, L. L. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Tenstorrent USA Inc 401(k) Plan in TX ($11M); by covered participants it is Noah 403(b) Plan in AZ (433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Al Copeland Investments, L. L. C. 401(k) Plan assets move in 2023? ▼
Al Copeland Investments, L. L. C. 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $10M to $11M. Reported net income was $1M.
How have Al Copeland Investments, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Al Copeland Investments, L.L.C.'s sponsor-wide assets grew 32.2%, from $10M to $13M.
Which 401(k) plans are similar in size to Al Copeland Investments, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tenstorrent USA Inc 401(k) Plan in TX ($11M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Al Copeland Investments, L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noah 403(b) Plan in AZ (433 participants, $12M 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 721110060.

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.