401(k) · DOL Form 5500 · 2024
L.E. Coppersmith, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $125,112
- Avg per participant Near avg balance/head
Official DOL plan name: Coppersmith 401(k) Profit Sharing Plan · Sponsored by L.E. Coppersmith, LLC · California · Transportation & Warehousing
$17M in assets, 138 participants
L.E. Coppersmith, LLC's Coppersmith 401(k) Profit Sharing Plan reported $17M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #2,235 in Transportation & Warehousing (3,299 peers)
Coverage in California
Coppersmith 401(k) Profit Sharing Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $17M.
- #2,235
- in Transportation & Warehousing (3,299 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $843K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coppersmith 401(k) Profit Sharing Plan's outsized position by total assets
Coppersmith 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,265,445 Top 33% higher than 67% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Coppersmith 401(k) 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. Coppersmith 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coppersmith 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$843K in the plan year 2024 filing.
- Coppersmith 401(k) Profit Sharing Plan reported participants fell from 147 in the plan year 2023 filing to 138 in the plan year 2024 filing.
- Coppersmith 401(k) Profit Sharing Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952127927 · L.E. Coppersmith, LLC PY 2024 · 401(k)
Coppersmith 401(k) Profit Sharing Plan · $17M · 138 · 67th
- PHOTO $17M
- PHOTO 138
- PHOTO 67th
- PHOTO 401(k)
- PHOTO near Alabama Pediatric Dental Associates and Orthodontics 401(k) Plan & Trust
- PHOTO ind #2235
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 Transportation & Warehousing retirement plans → · Plans in California →
Coppersmith 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$843K |
| Employer EIN | 952127927 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L.E. Coppersmith, LLC)
Sponsor-wide plan assets over time
All L.E. Coppersmith, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 10.009217215868137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $16M |
| 2023 | 1 | 147 | $18M |
| 2024 | 1 | 138 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Coppersmith 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Alabama Pediatric Dental Associates and Orthodontics 401(k) Plan & Trust in AL ($17M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.