401(k) · DOL Form 5500 · 2024

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
92
Participants Small participant base
70th
Percentile by assets National rank
$214,352
Avg per participant Above avg balance/head
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Official DOL plan name: Copeland, Stair, Valz & Lovell, LLP 401(k) Plan · Sponsored by Copeland, Stair, Valz & Lovell, LLP · Georgia · Professional & Technical Services

$20M in assets, 92 participants

Copeland, Stair, Valz & Lovell, LLP's Copeland, Stair, Valz & Lovell, LLP 401(k) Plan reported $20M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,963 in Professional & Technical Services (20,173 peers)

Copeland, Stair, Valz & Lovell, LLP multi-year trail

Copeland, Stair, Valz & Lovell, LLP's plans moved +20.1% in assets from 2022 to 2024; this filing shows Copeland, Stair, Valz & Lovell, LLP 401(k) Plan at $20M / 92 participants.

#13,963
in Professional & Technical Services (20,173 peers)
+12.5%
assets growth YoY

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan's outsized position by total assets

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan vs every filed plan by assets

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

$19,720,429 Top 30% higher than 70% 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, Stair, Valz & Lovell, LLP 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. Copeland, Stair, Valz & Lovell, LLP 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copeland, Stair, Valz & Lovell, LLP 401(k) Plan reported net income rose from $941K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Copeland, Stair, Valz & Lovell, LLP 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Copeland, Stair, Valz & Lovell, LLP 401(k) Plan reported participants fell from 101 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 581478339 · Copeland, Stair, Valz & Lovell, LLP PY 2024 · 401(k)

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan · $20M · 92 · 70th

  • PHOTO $20M
  • IND 92
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Marion County State Bank Employee Stock Ownership and Savings Plan
  • PCT ind #13963

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 Georgia →

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan in the asset neighbourhood

Copeland, Stair, Valz & Lovell, LLP 401(k) PlanCopeland, Stair, Valz & Love…$20MMarion County State Bank Employee Stock Ownership and Savings PlanMarion County State Bank Emp…$20MPace Southeast Michigan 401(k) PlanPace Southeast Michigan 401(…$20MNychsro/Medreview, Inc 401(k) PlanNychsro/Medreview, Inc 401(k…$20MSiegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$20M
End-of-year total assets ($M) among Copeland, Stair, Valz & Lovell, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Copeland, Stair, Valz & Lovell, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Copeland, Stair, Valz & Lovell, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$20M 20.09635391260172% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $16.4M $19.7M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 108 $16M
2023 1 101 $18M
2024 1 92 $20M

Copeland, Stair, Valz & Lovell, LLP filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN581478339
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Copeland, Stair, Valz & Lovell, LLP 401(k) Plan, Total assets ($B): 0.019720429 · Participants: 92Copeland, Stair, Valz & Lovell, LLP 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Copeland, Stair, Valz & Lovell, LLP 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Copeland, Stair, Valz & Lovell, LLP 401(k) Plan side-by-side with 3 peers →

Copeland, Stair, Valz & Lovell, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Marion County State Bank Employee Stock Ownership and Savings Plan in IA ($20M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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, Stair, Valz & Lovell, LLP 401(k) Plan assets move in 2024? ▼
Copeland, Stair, Valz & Lovell, LLP 401(k) Plan grew at a solid clip - up 12.5% during 2024, from $18M to $20M. Reported net income was $2M.
How have Copeland, Stair, Valz & Lovell, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland, Stair, Valz & Lovell, LLP's sponsor-wide assets grew 20.1%, from $16M to $20M.
Which 401(k) plans are similar in size to Copeland, Stair, Valz & Lovell, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marion County State Bank Employee Stock Ownership and Savings Plan in IA ($20M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Copeland, Stair, Valz & Lovell, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 581478339.

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.