401(k) · DOL Form 5500 · 2023

Copper Pearl, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 19
Participants Small participant base: 49th
Percentile by assets National rank: $329,547
Avg per participant High balance/head

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Official DOL plan name: Copper Pearl, Inc. 401(k) Plan · Sponsored by Copper Pearl, Inc. · Utah · Retail Trade

$6M in assets, 19 participants

Copper Pearl, Inc.'s Copper Pearl, Inc. 401(k) Plan reported $6M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#4,965 in Retail Trade (8,414 peers)

Copper Pearl, Inc. multi-year trail

Copper Pearl, Inc.'s plans moved +121.2% in assets from 2022 to 2024; this filing shows Copper Pearl, Inc. 401(k) Plan at $6M / 19 participants.

#4,965
in Retail Trade (8,414 peers): -8.8%
assets change YoY

The plan reported a net loss of $605K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copper Pearl, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Copper Pearl, Inc. 401(k) Plan vs every filed plan by assets

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

$6,261,400 49th percentile higher than 49% 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 Pearl, Inc. 401(k) 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. Copper Pearl, Inc. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Copper Pearl, Inc. 401(k) Plan reported net income fell from $465K in the plan year 2022 filing to -$605K in the plan year 2023 filing.
Copper Pearl, Inc. 401(k) Plan end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823890747 · Copper Pearl, Inc. PY 2023 · 401(k)

Copper Pearl, Inc. 401(k) Plan · $6M · 19 · 49th

PHOTO $6M
PHOTO 19
PHOTO 49th
PHOTO 401(k)
PHOTO near Lancaster Ems 401(k) Retirement Plan
PHOTO ind #4965

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 Utah →

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

Copper Pearl, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $15M 121.17775630125311% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	19	$7M
2023	1	19	$6M
2024	1	17	$15M

Copper Pearl, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$6M
Net Income	-$605K
Employer EIN	823890747
Plan Effective Date	2017-12-27
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Utah

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

Copper Pearl, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Copper Pearl, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest 401(k) by assets is Lancaster Ems 401(k) Retirement Plan in PA ($6M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Lancaster Ems 401(k) Retirement Plan (PA) $6M · 162
Inflammatix, Inc. 401(k) Plan (CA) $6M · 92
Hammitt Inc. 401(k) Plan (MS) $6M · 20
Marco's Franchising 401(k) Savings Plan (OH) $6M · 201

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

Williams, Robinson Et Al 401(k) Plan & Trust (MO) 19 · 0 off
Green Dental Care Eqrp 401(k) (CO) 19 · 0 off
Sola Ventures Retirement Plan (MD) 19 · 0 off
Acm Ventures, Inc. 401(k) Profit Sharing Plan (NC) 19 · 0 off

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 Copper Pearl, Inc. 401(k) Plan assets move in 2023? ▼

Copper Pearl, Inc. 401(k) Plan pulled back noticeably - down 8.8% during 2023, from $7M to $6M. Reported net income was -$605K.

How have Copper Pearl, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Copper Pearl, Inc.'s sponsor-wide assets grew 121.2%, from $7M to $15M.

Which 401(k) plans are similar in size to Copper Pearl, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lancaster Ems 401(k) Retirement Plan in PA ($6M, 162 participants).

Which 401(k) plans cover a similar participant headcount to Copper Pearl, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 823890747.