401(k) · DOL Form 5500 · 2024

Copper Beech Capital, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
31st
Percentile by assets National rank
$113,076
Avg per participant Below avg balance/head
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Official DOL plan name: Copper Beech Capital, LLC 401(k) Plan · Sponsored by Copper Beech Capital, LLC · Texas · Management of Enterprises

$2M in assets, 20 participants

Copper Beech Capital, LLC's Copper Beech Capital, LLC 401(k) Plan reported $2M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #231 in Management of Enterprises (1,133 peers)

Copper Beech Capital, LLC multi-year trail

Copper Beech Capital, LLC's plans moved +109.7% in assets from 2022 to 2024; this filing shows Copper Beech Capital, LLC 401(k) Plan at $2M / 20 participants.

#231
in Management of Enterprises (1,133 peers)
+26.3%
assets growth YoY

Copper Beech Capital, LLC 401(k) Plan among the smaller filed plans by assets

Copper Beech Capital, LLC 401(k) Plan vs every filed plan by assets

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

$2,261,512 31st percentile higher than 31% 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

Copper Beech Capital, LLC 401(k) 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. Copper Beech Capital, LLC 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copper Beech Capital, LLC 401(k) Plan reported net income fell from $713K in the plan year 2023 filing to $471K in the plan year 2024 filing.
  • Copper Beech Capital, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Copper Beech Capital, LLC 401(k) Plan reported participants rose from 18 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 510526484 · Copper Beech Capital, LLC PY 2024 · 401(k)

Copper Beech Capital, LLC 401(k) Plan · $2M · 20 · 31st

  • SCH $2M
  • SCH 20
  • SCH 31st
  • SCH 401(k)
  • SCH near Gibco Motor Express 401(k) Retirement Savings Plan
  • SCH ind #231

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 Management of Enterprises retirement plans → · Plans in Texas →

Copper Beech Capital, LLC 401(k) Plan in the asset neighbourhood

Copper Beech Capital, LLC 401(k) PlanCopper Beech Capital, LLC 40…$2MGibco Motor Express 401(k) Retirement Savings PlanGibco Motor Express 401(k) R…$2MScott and Shuman, P.a. 401(k) Profit Sharing PlanScott and Shuman, P.a. 401(k…$2MKey Equipment & Supply Company 401(k) PlanKey Equipment & Supply Compa…$2MHealthplex Associates 401(k) Profit Sharing PlanHealthplex Associates 401(k)…$2M
End-of-year total assets ($M) among Copper Beech Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Copper Beech Capital, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Copper Beech Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 109.69710681653386% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.08M $2.26M ▲ +109.3%
Year Plans Participants Total Assets
2022 1 20 $1M
2023 1 18 $2M
2024 1 20 $2M

Copper Beech Capital, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$471K
Employer EIN510526484
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Copper Beech Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Copper Beech Capital, LLC 401(k) Plan, Total assets ($B): 0.002261512 · Participants: 20Copper Beech Capital, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Copper Beech Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Copper Beech Capital, LLC 401(k) Plan side-by-side with 3 peers →

Copper Beech Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gibco Motor Express 401(k) Retirement Savings Plan in IN ($2M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Copper Beech Capital, LLC 401(k) Plan assets move in 2024? ▼
Copper Beech Capital, LLC 401(k) Plan grew sharply - up 26.3% during 2024, from $2M to $2M. Reported net income was $471K.
How have Copper Beech Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copper Beech Capital, LLC's sponsor-wide assets grew 109.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Copper Beech Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gibco Motor Express 401(k) Retirement Savings Plan in IN ($2M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Copper Beech Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 510526484.

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.