401(k) · DOL Form 5500 · 2023
Copper Scroll, Inc. 401(k) Plan
Data updated 2026-08-25
- $810K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $269,887
- Avg per participant High balance/head
Official DOL plan name: Copper Scroll, Inc. 401(k) Plan · Sponsored by Copper Scroll, Inc. · Iowa · Wholesale Trade
$810K in assets, 3 participants
Copper Scroll, Inc.'s Copper Scroll, Inc. 401(k) Plan reported $810K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #740 in Wholesale Trade (6,309 peers)
Copper Scroll, Inc. multi-year trail
Copper Scroll, Inc.'s plans moved -13.7% in assets from 2022 to 2024; this filing shows Copper Scroll, Inc. 401(k) Plan at $810K / 3 participants.
- #740
- in Wholesale Trade (6,309 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $99K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Copper Scroll, Inc. 401(k) Plan among the smaller filed plans by assets
Copper Scroll, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$809,661 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Copper Scroll, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copper Scroll, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Copper Scroll, Inc. 401(k) Plan reported net income fell from $41K in the plan year 2022 filing to -$99K in the plan year 2023 filing.
- Copper Scroll, Inc. 401(k) Plan end-of-year assets fell from $909K in the plan year 2022 filing to $810K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 815049268 · Copper Scroll, Inc. PY 2023 · 401(k)
Copper Scroll, Inc. 401(k) Plan · $810K · 3 · 22nd
- EBSA $810K
- PART 3
- TYPE 22nd
- NET 401(k)
- BOOK near All Care Sweeping 401(k) Plan
- VS-ST ind #740
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 Wholesale Trade retirement plans → · Plans in Iowa →
Copper Scroll, Inc. 401(k) Plan in the asset neighbourhood
Copper Scroll, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Copper Scroll, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $785K 13.65162023026352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $909K |
| 2023 | 1 | 3 | $810K |
| 2024 | 1 | 3 | $785K |
Copper Scroll, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $909K |
|---|---|
| Net Assets (End of Year) | $810K |
| Net Income | -$99K |
| Employer EIN | 815049268 |
| Plan Effective Date | 2017-01-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Copper Scroll, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is All Care Sweeping 401(k) Plan in KS ($810K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($810K here).
- All Care Sweeping 401(k) Plan (KS) $810K · 13
- Self-Employed 401(k) for Steven L. Lopata (IL) $810K · 1
- Electrophysiology Consultants, Inc. 401(k) Profit Sharing Plan (FL) $810K · 1
- Ramapo Ice Rinks 401(k) Plan (NY) $809K · 11
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.