Defined Benefit (Pension) · DOL Form 5500 · 2023

Copic Trust Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
109
Participants Small participant base
88th
Percentile by assets National rank
$620,001
Avg per participant High balance/head
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Official DOL plan name: Copic Companies Defined Benefit Pension Plan and Trust · Sponsored by Copic Trust · Colorado · Finance & Insurance

$68M in assets, 109 participants

Copic Trust's Copic Companies Defined Benefit Pension Plan and Trust reported $68M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,276 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Copic Companies Defined Benefit Pension Plan and Trust covers 109 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $68M.

#7,276
in Finance & Insurance (8,869 peers)
+11.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Copic Companies Defined Benefit Pension Plan and Trust's outsized position by total assets

Copic Companies Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$67,580,074 Top 12% higher than 88% 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

Copic Companies Defined Benefit Pension Plan and Trust 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. Copic Companies Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copic Companies Defined Benefit Pension Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Copic Companies Defined Benefit Pension Plan and Trust end-of-year assets rose from $61M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 846170618 · Copic Trust PY 2023 · Defined Benefit (Pension)

Copic Companies Defined Benefit Pension Plan and Trust · $68M · 109 · 88th

  • SCH $68M
  • SCH 109
  • SCH 88th
  • SCH Defined Benefit (Pension)
  • SCH near Armed Forces Benefit Association Employee Pension Plan
  • SCH ind #7276

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 Finance & Insurance retirement plans → · Plans in Colorado →

Copic Companies Defined Benefit Pension Plan and Trust in the asset neighbourhood

Retirement Plan for the Employees of Sequoia Living Inc.Retirement Plan for the Empl…$68M32bj/Broadway League Pension Fund32bj/Broadway League Pension…$68MCopic Companies Defined Benefit Pension Plan and TrustCopic Companies Defined Bene…$68MArmed Forces Benefit Association Employee Pension PlanArmed Forces Benefit Associa…$68MJ.G. Boswell Company Employees' Retirement PlanJ.G. Boswell Company Employe…$68M
End-of-year total assets ($M) among Copic Companies Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$68M
Net Income$7M
Employer EIN846170618
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copic Trust)

Sponsor-wide plan assets over time

All Copic Trust plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.36475801195923% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.4M $109M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 241 $89M
2023 2 244 $100M
2024 2 247 $109M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Copic Companies Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Copic Companies Defined Benefit Pension Plan and Trust, Total assets ($B): 0.067580074 · Participants: 109Copic Companies Defined Benefit Pension Plan and TrustRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension Plan
Copic Companies Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Copic Companies Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Copic Companies Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Armed Forces Benefit Association Employee Pension Plan in VA ($68M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Copic Companies Defined Benefit Pension Plan and Trust assets move in 2023? ▼
Copic Companies Defined Benefit Pension Plan and Trust grew at a solid clip - up 11.2% during 2023, from $61M to $68M. Reported net income was $7M.
How have Copic Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copic Trust's sponsor-wide assets grew 21.4%, from $89M to $109M.
Where does Copic Companies Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Copic Companies Defined Benefit Pension Plan and Trust ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Copic Companies Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Armed Forces Benefit Association Employee Pension Plan in VA ($68M, 166 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Copic Companies Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants, N/A 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 846170618.

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.