401(k) · DOL Form 5500 · 2023

Cooper Investors, Inc. 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
310
Participants Below avg headcount
87th
Percentile by assets National rank
$196,995
Avg per participant Above avg balance/head
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Official DOL plan name: Cooper Investors, Inc. 401(k) Plan · Sponsored by Cooper Investors, Inc. · New York · Information & Media

$61M in assets, 310 participants

Cooper Investors, Inc.'s Cooper Investors, Inc. 401(k) Plan reported $61M in total assets and 310 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,322 in Information & Media (2,818 peers)

Coverage in New York

Cooper Investors, Inc. 401(k) Plan covers 310 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $61M.

#2,322
in Information & Media (2,818 peers)
+6.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cooper Investors, Inc. 401(k) Plan's outsized position by total assets

Cooper Investors, Inc. 401(k) Plan vs every filed plan by assets

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

$61,068,503 Top 13% higher than 87% 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 Investors, Inc. 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 Investors, Inc. 401(k) Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cooper Investors, Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cooper Investors, Inc. 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Cooper Investors, Inc. 401(k) Plan reported participants fell from 315 in the plan year 2022 filing to 310 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112807016 · Cooper Investors, Inc. PY 2023 · 401(k)

Cooper Investors, Inc. 401(k) Plan · $61M · 310 · 87th

  • RANK $61M
  • RANK 310
  • RANK 87th
  • RANK 401(k)
  • RANK near Burnham Holdings, Inc. Savings Plan a
  • RANK ind #2322

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 Information & Media retirement plans → · Plans in New York →

Cooper Investors, Inc. 401(k) Plan in the asset neighbourhood

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End-of-year total assets ($M) among Cooper Investors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$61M
Net Income$4M
Employer EIN112807016
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooper Investors, Inc.)

Sponsor-wide plan assets over time

All Cooper Investors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 6.932112761416579% vs 2022
2024 filing year
$56M$58M$60M$62M 202220232024 $57.2M $61.2M ▲ +6.9%
Year Plans Participants Total Assets
2022 1 315 $57M
2023 1 310 $61M
2024 1 321 $61M

Nearby 401(k) Plans in New York

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

Cooper Investors, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cooper Investors, Inc. 401(k) Plan, Total assets ($B): 0.061068503 · Participants: 310Cooper Investors, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cooper Investors, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cooper Investors, Inc. 401(k) Plan side-by-side with 3 peers →

Cooper Investors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Burnham Holdings, Inc. Savings Plan a in PA ($61M); by covered participants it is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (310 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 Investors, Inc. 401(k) Plan assets move in 2023? ▼
Cooper Investors, Inc. 401(k) Plan grew at a solid clip - up 6.8% during 2023, from $57M to $61M. Reported net income was $4M.
How have Cooper Investors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooper Investors, Inc.'s sponsor-wide assets grew 6.9%, from $57M to $61M.
Where does Cooper Investors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cooper Investors, Inc. 401(k) Plan ranks in the 87th 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 Investors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burnham Holdings, Inc. Savings Plan a in PA ($61M, 462 participants).
Which 401(k) plans cover a similar participant headcount to Cooper Investors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Murphy Employee Profit Sharing and 401(k) Plan in MO (310 participants, $67M 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 112807016.

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.