401(k) · DOL Form 5500 · 2023

Copic Trust 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
135
Participants Small participant base
80th
Percentile by assets National rank
$241,642
Avg per participant Above avg balance/head
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Official DOL plan name: Copic Companies 401(k) Plan · Sponsored by Copic Trust · Colorado · Finance & Insurance

$33M in assets, 135 participants

Copic Trust's Copic Companies 401(k) Plan reported $33M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,205 in Finance & Insurance (8,869 peers)

Coverage in Colorado

Copic Companies 401(k) Plan covers 135 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $33M.

#6,205
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Copic Companies 401(k) Plan's outsized position by total assets

Copic Companies 401(k) Plan vs every filed plan by assets

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

$32,621,668 Top 20% higher than 80% 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 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. Copic Companies 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copic Companies 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Copic Companies 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Copic Companies 401(k) Plan reported participants rose from 133 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 846170618 · Copic Trust PY 2023 · 401(k)

Copic Companies 401(k) Plan · $33M · 135 · 80th

  • PHOTO $33M
  • IND 135
  • EOY 80th
  • 5500 401(k)
  • ASSETS near Nts Development Company Retirement Savings Pl
  • PCT ind #6205

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 401(k) Plan in the asset neighbourhood

Copic Companies 401(k) Plan$33MNts Development Company Retirement Savings PlNts Development Company Reti…$33MFlexible 401(k) Pooled Employer PlanFlexible 401(k) Pooled Emplo…$33MBio-Serv Corporation Employees Retirement Savings PlanBio-Serv Corporation Employe…$33MService Wire Company Employees' Retirement and Savings ProgramService Wire Company Employe…$33M
End-of-year total assets ($M) among Copic Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN846170618
Plan Effective Date1994-01-01
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 401(k) Plans in Colorado

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

Copic Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Copic Companies 401(k) Plan, Total assets ($B): 0.032621668 · Participants: 135Copic Companies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Copic Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Copic Companies 401(k) Plan side-by-side with 3 peers →

Copic Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Nts Development Company Retirement Savings Pl in KY ($33M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 401(k) Plan assets move in 2023? ▼
Copic Companies 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $29M to $33M. Reported net income was $4M.
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 401(k) Plan rank by assets among Form 5500 filers? ▼
Copic Companies 401(k) Plan ranks in the 80th 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 Copic Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nts Development Company Retirement Savings Pl in KY ($33M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Copic Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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.