401(k) · DOL Form 5500 · 2023

Cooperative of American Physicians, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
179
Participants Small participant base
87th
Percentile by assets National rank
$315,879
Avg per participant High balance/head
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Official DOL plan name: Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan · Sponsored by Cooperative of American Physicians, Inc. · California · Finance & Insurance

$57M in assets, 179 participants

Cooperative of American Physicians, Inc.'s Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan reported $57M in total assets and 179 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.

  • #7,064 in Finance & Insurance (8,869 peers)

Coverage in California

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan covers 179 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $57M.

#7,064
in Finance & Insurance (8,869 peers)
+12.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan's outsized position by total assets

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan vs every filed plan by assets

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

$56,542,253 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

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement 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. Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan reported participants fell from 190 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952988063 · Cooperative of American Physicians, Inc. PY 2023 · 401(k)

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan · $57M · 179 · 87th

  • VS-ST $57M
  • VS-ST 179
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near University Otolaryngologists, Inc. 401(k) Plan
  • VS-ST ind #7064

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 California →

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan in the asset neighbourhood

Crescent Crown Distributing, L.L.C. Profit Sharing and 401(k) Savings PlanCrescent Crown Distributing,…$57MCooperative of American Physicians, Inc. - Mutual Protection Trust Retirement PlanCooperative of American Phys…$57MUniversity Otolaryngologists, Inc. 401(k) PlanUniversity Otolaryngologists…$57MPace Industries Savings and Investment PlanPace Industries Savings and …$57MBraman Dealerships 401(k) PlanBraman Dealerships 401(k) Pl…$57M
End-of-year total assets ($M) among Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$6M
Employer EIN952988063
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperative of American Physicians, Inc.)

Sponsor-wide plan assets over time

All Cooperative of American Physicians, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 26.853269920758137% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.2M $63.6M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 190 $50M
2023 1 179 $57M
2024 1 180 $64M

Nearby 401(k) Plans in California

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

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan, Total assets ($B): 0.056542253 · Participants: 179Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan side-by-side with 3 peers →

Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is University Otolaryngologists, Inc. 401(k) Plan in OH ($57M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan assets move in 2023? ▼
Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan grew at a solid clip - up 12.7% during 2023, from $50M to $57M. Reported net income was $6M.
How have Cooperative of American Physicians, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooperative of American Physicians, Inc.'s sponsor-wide assets grew 26.9%, from $50M to $64M.
Where does Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan rank by assets among Form 5500 filers? ▼
Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement 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 Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is University Otolaryngologists, Inc. 401(k) Plan in OH ($57M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Cooperative of American Physicians, Inc. - Mutual Protection Trust Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 952988063.

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.