401(k) · DOL Form 5500 · 2024

Copeland, LP 401(k) Plan

Data updated 2026-08-25

$570M
Total assets Above avg plan size
4,165
Participants Above avg headcount
97th
Percentile by assets National rank
$136,899
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Copeland Employee Savings Investment Plan · Sponsored by Copeland, LP · Missouri · Manufacturing

$570M in assets, 4,165 participants

Copeland, LP's Copeland Employee Savings Investment Plan reported $570M in total assets and 4,165 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,064 in Manufacturing (17,777 peers)

Coverage in Missouri

Copeland Employee Savings Investment Plan covers 4,165 participants in Missouri, 5.7x the typical Missouri plan (state average ~737 per filing). Assets: $570M.

#17,064
in Manufacturing (17,777 peers)
+0.1%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Copeland Employee Savings Investment Plan's outsized position by total assets

Copeland Employee Savings Investment Plan vs every filed plan by assets

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

$570,184,939 Top 3% higher than 97% 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 Employee Savings Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland Employee Savings Investment Plan lands in the large band (4,165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copeland Employee Savings Investment Plan reported net income fell from $119M in the plan year 2023 filing to $300K in the plan year 2024 filing.
  • Copeland Employee Savings Investment Plan reported participants fell from 4,477 in the plan year 2023 filing to 4,165 in the plan year 2024 filing.
  • Copeland Employee Savings Investment Plan end-of-year assets rose from $570M in the plan year 2023 filing to $570M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 344210902 · Copeland, LP PY 2024 · 401(k)

Copeland Employee Savings Investment Plan · $570M · 4,165 · 97th

  • TYPE $570M
  • TYPE 4,165
  • TYPE 97th
  • TYPE 401(k)
  • TYPE near US Radiology Specialists 401(k) Retirement Plan
  • TYPE ind #17064

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 Missouri →

Copeland Employee Savings Investment Plan in the asset neighbourhood

Space Exploration Technologies 401(k) PlanSpace Exploration Technologi…$571MAisin Retirement Security PlanAisin Retirement Security Pl…$571MUS Radiology Specialists 401(k) Retirement PlanUS Radiology Specialists 401…$571MCopeland Employee Savings Investment PlanCopeland Employee Savings In…$570MFulton Financial Corporation 401(k) Retirement PlanFulton Financial Corporation…$569M
End-of-year total assets ($M) among Copeland Employee Savings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$570M
Net Assets (End of Year)$570M
Net Income$300K
Employer EIN344210902
Plan Effective Date2023-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland, LP)

Sponsor-wide plan assets over time

All Copeland, LP plans reported in each filing year

Latest sponsor-wide plan assets
$632M 1060.5182085070448% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $0.05B $0.63B ▲ +1160.0%
Year Plans Participants Total Assets
2022 1 432 $54M
2023 3 4,875 $1.1B
2024 2 4,531 $632M

Nearby 401(k) Plans in Missouri

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

Copeland Employee Savings Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -5051015 Total assets ($B) Participants Copeland Employee Savings Investment Plan, Total assets ($B): 0.570184939 · Participants: 4165Copeland Employee Savings Investment PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Copeland Employee Savings Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Copeland Employee Savings Investment Plan side-by-side with 3 peers →

Copeland Employee Savings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is US Radiology Specialists 401(k) Retirement Plan in NC ($571M); by covered participants it is Thyssenkrupp Materials NA, Inc. 401(k)Plan in MI (4,167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($570M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,165 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 Employee Savings Investment Plan assets move in 2024? ▼
Copeland Employee Savings Investment Plan held essentially flat - up 0.1% during 2024, from $570M to $570M. Reported net income was $300K.
How have Copeland, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland, LP's sponsor-wide assets grew 1060.5%, from $54M to $632M.
Where does Copeland Employee Savings Investment Plan rank by assets among Form 5500 filers? ▼
Copeland Employee Savings Investment Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Copeland Employee Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is US Radiology Specialists 401(k) Retirement Plan in NC ($571M, 4,882 participants).
Which 401(k) plans cover a similar participant headcount to Copeland Employee Savings Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thyssenkrupp Materials NA, Inc. 401(k)Plan in MI (4,167 participants, $388M 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 344210902.

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.