Profit Sharing · DOL Form 5500 · 2024

Cope Jordan Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
33rd
Percentile by assets National rank
$149,994
Avg per participant Above avg balance/head
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Official DOL plan name: Cope Jordan Inc Retirement Plan · Sponsored by Cope Jordan Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 18 participants

Cope Jordan Inc.'s Cope Jordan Inc Retirement Plan reported $3M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,478 in Healthcare & Social Assistance (16,916 peers)

Cope Jordan Inc. multi-year trail

Cope Jordan Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Cope Jordan Inc Retirement Plan at $3M / 18 participants.

#5,478
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

Cope Jordan Inc Retirement Plan among the smaller filed plans by assets

Cope Jordan Inc Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,699,884 33rd percentile higher than 33% of 123,620 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 2024

Cope Jordan Inc Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cope Jordan Inc Retirement Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cope Jordan Inc Retirement Plan reported net income rose from $143K in the plan year 2023 filing to $346K in the plan year 2024 filing.
  • Cope Jordan Inc Retirement Plan reported participants rose from 15 in the plan year 2023 filing to 18 in the plan year 2024 filing.
  • Cope Jordan Inc Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 460587746 · Cope Jordan Inc. PY 2024 · Profit Sharing

Cope Jordan Inc Retirement Plan · $3M · 18 · 33rd

  • 5500 $3M
  • ASSETS 18
  • PCT 33rd
  • EIN Profit Sharing
  • RANK near Rockingham Boat Club Inc. Profit Sharing Plan
  • PHOTO ind #5478

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Cope Jordan Inc Retirement Plan in the asset neighbourhood

Cope Jordan Inc Retirement PlanCope Jordan Inc Retirement P…$3MRockingham Boat Club Inc. Profit Sharing PlanRockingham Boat Club Inc. Pr…$3MM&m Kraft, Inc. Retirement PlanM&m Kraft, Inc. Retirement P…$3MUSA Softball Profit Sharing PlanUSA Softball Profit Sharing …$3MAdult Resource Center, Inc. 403(b) PlanAdult Resource Center, Inc. …$3M
End-of-year total assets ($M) among Cope Jordan Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Cope Jordan Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cope Jordan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.13784798341749% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.21M $2.7M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 16 $2M
2023 1 15 $2M
2024 1 18 $3M

Cope Jordan Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$346K
Employer EIN460587746
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cope Jordan Inc Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Cope Jordan Inc Retirement Plan, Total assets ($B): 0.002699884 · Participants: 18Cope Jordan Inc Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Cope Jordan Inc Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Cope Jordan Inc Retirement Plan side-by-side with 3 peers →

Cope Jordan Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Rockingham Boat Club Inc. Profit Sharing Plan in TN ($3M); by covered participants it is Conley Partnership Inc. Retirement Plan in OH (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cope Jordan Inc Retirement Plan assets move in 2024? ▼
Cope Jordan Inc Retirement Plan grew at a solid clip - up 14.7% during 2024, from $2M to $3M. Reported net income was $346K.
How have Cope Jordan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cope Jordan Inc.'s sponsor-wide assets grew 22.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Cope Jordan Inc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rockingham Boat Club Inc. Profit Sharing Plan in TN ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Cope Jordan Inc Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Conley Partnership Inc. Retirement Plan in OH (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460587746.

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.