401(k) · DOL Form 5500 · 2024

Copeland Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
225
Participants Below avg headcount
62nd
Percentile by assets National rank
$59,244
Avg per participant Low balance/head
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Official DOL plan name: Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan · Sponsored by Copeland Enterprises, Inc. · Massachusetts · Retail Trade

$13M in assets, 225 participants

Copeland Enterprises, Inc.'s Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported $13M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,877 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan covers 225 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#5,877
in Retail Trade (8,048 peers)
+20.2%
assets growth YoY

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$13,329,822 Top 38% higher than 62% 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 Enterprises, Inc. 401(k) and 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 Enterprises, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan reported participants rose from 221 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042469226 · Copeland Enterprises, Inc. PY 2024 · 401(k)

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan · $13M · 225 · 62nd

  • EOY $13M
  • EOY 225
  • EOY 62nd
  • EOY 401(k)
  • EOY near Igh Properties, Inc. 401(k) Plan
  • EOY ind #5877

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 Retail Trade retirement plans → · Plans in Massachusetts →

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Copeland Enterprises, Inc. 401(k) and Profit Sharing PlanCopeland Enterprises, Inc. 4…$13MIgh Properties, Inc. 401(k) PlanIgh Properties, Inc. 401(k) …$13MDakota Nation 401(k) Plan and TrustDakota Nation 401(k) Plan an…$13MHakes Brothers, LLC 401(k) Profit-Sharing Plan and TrustHakes Brothers, LLC 401(k) P…$13MN.a. Degerstrom, Inc. Retirement and Savings PlanN.a. Degerstrom, Inc. Retire…$13M
End-of-year total assets ($M) among Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN042469226
Plan Effective Date1971-12-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland Enterprises, Inc.)

Sponsor-wide plan assets over time

All Copeland Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 65.35692638925863% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.06M $13.3M ▲ +65.4%
Year Plans Participants Total Assets
2022 1 187 $8M
2023 1 221 $11M
2024 1 225 $13M

Nearby 401(k) Plans in Massachusetts

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

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.013329822 · Participants: 225Copeland Enterprises, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Igh Properties, Inc. 401(k) Plan in TX ($13M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Enterprises, Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan grew sharply - up 20.2% during 2024, from $11M to $13M. Reported net income was $2M.
How have Copeland Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland Enterprises, Inc.'s sponsor-wide assets grew 65.4%, from $8M to $13M.
Which 401(k) plans are similar in size to Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Igh Properties, Inc. 401(k) Plan in TX ($13M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Copeland Enterprises, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 042469226.

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.