Profit Sharing · DOL Form 5500 · 2024
Copeland Business Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $328K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $81,898
- Avg per participant Below avg balance/head
Official DOL plan name: Copeland Business Group Inc. Retirement Plan · Sponsored by Copeland Business Group Inc. · North Carolina · Other Services
$328K in assets, 4 participants
Copeland Business Group Inc.'s Copeland Business Group Inc. Retirement Plan reported $328K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #2,359 in Other Services (7,719 peers)
What the 2024 filing shows
Copeland Business Group Inc. Retirement Plan holds $328K for 4 participants - about $81,898 per participant, among the smaller plans by assets on file.
- #2,359
- in Other Services (7,719 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Copeland Business Group Inc. Retirement Plan among the smaller filed plans by assets
Copeland Business Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$327,590 14th percentile higher than 14% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Copeland Business Group Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland Business Group Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Copeland Business Group Inc. Retirement Plan reported net income fell from $4K in the plan year 2023 filing to -$17K in the plan year 2024 filing.
- Copeland Business Group Inc. Retirement Plan end-of-year assets fell from $345K in the plan year 2023 filing to $328K in the plan year 2024 filing.
DOL schedule card
Filing strip 475642636 · Copeland Business Group Inc. PY 2024 · Profit Sharing
Copeland Business Group Inc. Retirement Plan · $328K · 4 · 14th
- ASSETS $328K
- ASSETS 4
- ASSETS 14th
- ASSETS Profit Sharing
- ASSETS near W. Davila Martinez Retirement Plan
- ASSETS ind #2359
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 Other Services retirement plans → · Plans in North Carolina →
Copeland Business Group Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $345K |
|---|---|
| Net Assets (End of Year) | $328K |
| Net Income | -$17K |
| Employer EIN | 475642636 |
| Plan Effective Date | 2015-11-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Copeland Business Group Inc.)
Sponsor-wide plan assets over time
All Copeland Business Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $328K 3.968598297413288% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $341K |
| 2023 | 1 | 4 | $345K |
| 2024 | 1 | 4 | $328K |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Copeland Business Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is W. Davila Martinez Retirement Plan in PR ($328K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($328K here).
- W. Davila Martinez Retirement Plan (PR) $328K · 1
- Zenovia, Inc. Profit Sharing Plan (NJ) $328K · 2
- Jitendra Baruah M.D. Profit Sharing Plan (WI) $327K · 2
- Abilene Films Inc-Profit Sharing Plan (NY) $327K · 1
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Tri Lazy W Ranch Profit Sharing Plan (CO) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.