401(k) · DOL Form 5500 · 2024

Copperpoint Insurance Company 401(k) Plan

Data updated 2026-07-24

$178M
Total assets: 815
Participants: 94th
Percentile by assets: $218,419
Avg per participant

Official DOL plan name: Copperpoint Insurance Co. 401(k) Plan · Sponsored by Copperpoint Insurance Company · Arizona · Finance & Insurance

$178M in assets, 815 participants

Copperpoint Insurance Company's Copperpoint Insurance Co. 401(k) Plan reported $178M in total assets and 815 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 116,472 plans)

Where Copperpoint Insurance Co. 401(k) Plan sits by assets

Copperpoint Insurance Co. 401(k) Plan sits in the top 10% of all filed plans by assets, $178M for 815 participants (~$218,419/participant), up 13.7% in 2024.

$178M
total plan assets (2024 EOY): 815
covered participants: 94th
percentile by assets (of 116,472 plans): $218,419
avg assets per participant

Copperpoint Insurance Co. 401(k) Plan end-of-year assets rose from $157M in the plan year 2023 filing to $178M in the plan year 2024 filing.
Copperpoint Insurance Co. 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Copperpoint Insurance Co. 401(k) Plan reported participants rose from 776 in the plan year 2023 filing to 815 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Arizona

Industry

Finance & Insurance

Copperpoint Insurance Co. 401(k) Plan vs the 2024 asset distribution

By assets, Copperpoint Insurance Co. 401(k) Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$157M
Net Assets (End of Year)	$178M
Net Income	$21M
Employer EIN	453829954
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Copperpoint Insurance Company)

Total plan assets by year, all Copperpoint Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	1	776	$133M
2023	1	776	$157M
2024	1	815	$178M

Nearby 401(k) Plans in Arizona

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

Copperpoint Insurance Co. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Copperpoint Insurance Co. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Copperpoint Insurance Co. 401(k) Plan by total assets, not by location.

Hanson Bridgett LLP Profit Sharing Plan (CA) $178M · 265
Presbyterian Health Plan 401(k) Plan (NM) $178M · 2,044
Wescom Credit Union 401(k) Retirement Plan (CA) $178M · 890
Medical Associates of Northwest Arkansas, P.a. 401(k) Plan (AR) $178M · 615

Frequently Asked Questions

How did Copperpoint Insurance Co. 401(k) Plan assets move in 2024? ▼

Copperpoint Insurance Co. 401(k) Plan grew at a solid clip - up 13.7% during 2024, from $157M to $178M. Reported net income was $21M.

How have Copperpoint Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Copperpoint Insurance Company's sponsor-wide assets grew 33.5%, from $133M to $178M.

Where does Copperpoint Insurance Co. 401(k) Plan rank by assets among Form 5500 filers? ▼

Copperpoint Insurance Co. 401(k) Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Copperpoint Insurance Co. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hanson Bridgett LLP Profit Sharing Plan in CA ($178M, 265 participants).

Next read for Copperpoint Insurance Co. 401(k) Plan

Scale reading

Ways to act on Copperpoint Insurance Co. 401(k) Plan's numbers.

By total assets, Copperpoint Insurance Co. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
Copperpoint Insurance Company's sponsor-wide assets have grown 33.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 453829954.

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.