401(k) · DOL Form 5500 · 2024

Copeland Buhl & Company Pllp 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
106
Participants Small participant base
73rd
Percentile by assets National rank
$220,788
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Copeland Buhl & Company, Pllp Profit Sharing Plan · Sponsored by Copeland Buhl & Company Pllp · Minnesota · Professional & Technical Services

$23M in assets, 106 participants

Copeland Buhl & Company Pllp's Copeland Buhl & Company, Pllp Profit Sharing Plan reported $23M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,679 in Professional & Technical Services (20,173 peers)

Coverage in Minnesota

Copeland Buhl & Company, Pllp Profit Sharing Plan covers 106 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.

#14,679
in Professional & Technical Services (20,173 peers)
+17.2%
assets growth YoY

Copeland Buhl & Company, Pllp Profit Sharing Plan's outsized position by total assets

Copeland Buhl & Company, Pllp Profit Sharing Plan vs every filed plan by assets

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

$23,403,572 Top 27% higher than 73% 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

Copeland Buhl & Company, Pllp Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland Buhl & Company, Pllp Profit Sharing Plan sits mid-pack in the medium band (106 participants).

Published 5500 schedule card

Filing strip 411292716 · Copeland Buhl & Company Pllp PY 2024 · 401(k)

Copeland Buhl & Company, Pllp Profit Sharing Plan · $23M · 106 · 73rd

  • EOY $23M
  • 5500 106
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near Congruity Hr Retirement Savings Plan
  • RANK ind #14679

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Copeland Buhl & Company, Pllp Profit Sharing Plan in the asset neighbourhood

Copeland Buhl & Company, Pllp Profit Sharing PlanCopeland Buhl & Company, Pll…$23MCongruity Hr Retirement Savings PlanCongruity Hr Retirement Savi…$23MGlock, Inc. 401(k) Plan$23MNational Distribution & Contracting, Inc. 401(k) Profit Sharing PlanNational Distribution & Cont…$23MCvc Advisors (U.S.) Inc. Retirement PlanCvc Advisors (U.S.) Inc. Ret…$23M
End-of-year total assets ($M) among Copeland Buhl & Company, Pllp Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN411292716
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Copeland Buhl & Company, Pllp Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Copeland Buhl & Company, Pllp Profit Sharing Plan, Total assets ($B): 0.023403572 · Participants: 106Copeland Buhl & Company, Pllp Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Copeland Buhl & Company, Pllp Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Copeland Buhl & Company, Pllp Profit Sharing Plan side-by-side with 3 peers →

Copeland Buhl & Company, Pllp Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Congruity Hr Retirement Savings Plan in NC ($23M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Copeland Buhl & Company, Pllp Profit Sharing Plan assets move in 2024? ▼
Copeland Buhl & Company, Pllp Profit Sharing Plan grew sharply - up 17.2% during 2024, from $20M to $23M. Reported net income was $3M.
Which 401(k) plans are similar in size to Copeland Buhl & Company, Pllp Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Congruity Hr Retirement Savings Plan in NC ($23M, 531 participants).
Which 401(k) plans cover a similar participant headcount to Copeland Buhl & Company, Pllp Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A 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 411292716.

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.