Defined Benefit (Pension) · DOL Form 5500 · 2023

Copeland Scroll Compressors LP Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size: 398
Participants Below avg headcount: 87th
Percentile by assets National rank: $152,302
Avg per participant Above avg balance/head

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Official DOL plan name: Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit · Sponsored by Copeland Scroll Compressors LP · Ohio · Manufacturing

$61M in assets, 398 participants

Copeland Scroll Compressors LP's Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit reported $61M in total assets and 398 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.

#15,255 in Manufacturing (18,722 peers)

Where Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit sits by assets

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit sits in the top quartile of all filed plans by assets, $61M for 398 participants (~$152,302/participant), up 11.3% in 2023.

#15,255
in Manufacturing (18,722 peers): +11.3%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit's outsized position by total assets

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit vs every filed plan by assets

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

$60,616,046 Top 13% higher than 87% 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

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit 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. Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit sits mid-pack in the medium band (398 participants).

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%)

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit end-of-year assets rose from $54M in the plan year 2022 filing to $61M in the plan year 2023 filing.
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit reported participants fell from 432 in the plan year 2022 filing to 398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 344210902 · Copeland Scroll Compressors LP PY 2023 · Defined Benefit (Pension)

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit · $61M · 398 · 87th

SCH $61M
SCH 398
SCH 87th
SCH Defined Benefit (Pension)
SCH near Rogers Group Inc & Its Affiliates Retirement Plan
SCH ind #15255

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 Manufacturing retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$54M
Net Assets (End of Year)	$61M
Net Income	$7M
Employer EIN	344210902
Plan Effective Date	1985-08-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Copeland Scroll Compressors LP)

Latest sponsor-wide plan assets: $632M 1060.5182085070448% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	432	$54M
2023	3	4,875	$1.1B
2024	2	4,531	$632M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Firstenergy Corp. Master Pension Plan $7.1B · 12,304
Nationwide Retirement Plan $5.3B · 22,311
American Electric Power System Retirement Plan $4.5B · 15,595
Parker Defined Benefit Plan $3.7B · 191
Ohio Operating Engineers Pension Plan $3.6B · 10,029

Compare Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit side-by-side with 3 peers →

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Rogers Group Inc & Its Affiliates Retirement Plan in TN ($61M); by covered participants it is The Knoll Pension Plan in MI (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Rogers Group Inc & Its Affiliates Retirement Plan (TN) $61M · 172
Union Mutual Fund Pension Plan (NY) $61M · 1,454
Osf Saint Francis, Inc. Employees Pension Plan (IL) $60M · 848
Group Pension Plan for Employees of Staple Cotton Cooperative Association (MS) $61M · 148

Similar participant headcount

Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.

The Knoll Pension Plan (MI) 398 · 0 off
Sbera Pension Plan as Adopted by Middlesex Savings Bank (MA) 398 · 0 off
Wakefern Pension Plan (NJ) 398 · 0 off
Ada Employees' Retirement Plan (IL) 399 · 1 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 Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit assets move in 2023? ▼

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit grew at a solid clip - up 11.3% during 2023, from $54M to $61M. Reported net income was $7M.

How have Copeland Scroll Compressors LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Copeland Scroll Compressors LP's sponsor-wide assets grew 1060.5%, from $54M to $632M.

Where does Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit rank by assets among Form 5500 filers? ▼

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit 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 Defined Benefit (Pension) plans are similar in size to Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Rogers Group Inc & Its Affiliates Retirement Plan in TN ($61M, 172 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Knoll Pension Plan in MI (398 participants, $128M 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 344210902.