401(k) · DOL Form 5500 · 2024

Copic Trust 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
136
Participants Small participant base
80th
Percentile by assets National rank
$274,243
Avg per participant High balance/head
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Official DOL plan name: Copic Companies 401(k) Plan · Sponsored by Copic Trust · Colorado · Finance & Insurance

$37M in assets, 136 participants

Copic Trust's Copic Companies 401(k) Plan reported $37M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,957 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Copic Companies 401(k) Plan covers 136 participants in Colorado, about 36% of the average Colorado filer (state average ~376 per filing). Assets: $37M.

#5,957
in Finance & Insurance (8,549 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Copic Companies 401(k) Plan's outsized position by total assets

Copic Companies 401(k) Plan vs every filed plan by assets

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

$37,297,065 Top 20% higher than 80% 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

Copic Companies 401(k) 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. Copic Companies 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copic Companies 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Copic Companies 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 846170618 · Copic Trust PY 2024 · 401(k)

Copic Companies 401(k) Plan · $37M · 136 · 80th

  • PART $37M
  • TYPE 136
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Frost and Sullivan 401(k) Plan
  • BOY ind #5957

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 Finance & Insurance retirement plans → · Plans in Colorado →

Copic Companies 401(k) Plan in the asset neighbourhood

Copic Companies 401(k) Plan$37MFrost and Sullivan 401(k) PlanFrost and Sullivan 401(k) Pl…$37MEscalade Sports 401(k) Plan$37MSeneca Nation of Indians 401(k) PlanSeneca Nation of Indians 401…$37MPatriot Fire Protection, Inc. 401(k) Plan and TrustPatriot Fire Protection, Inc…$37M
End-of-year total assets ($M) among Copic Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN846170618
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copic Trust)

Sponsor-wide plan assets over time

All Copic Trust plans reported in each filing year

Latest sponsor-wide plan assets
$109M 21.36475801195923% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.4M $109M ▲ +21.4%
Year Plans Participants Total Assets
2022 2 241 $89M
2023 2 244 $100M
2024 2 247 $109M

Nearby 401(k) Plans in Colorado

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

Copic Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Copic Companies 401(k) Plan, Total assets ($B): 0.037297065 · Participants: 136Copic Companies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Copic Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Copic Companies 401(k) Plan side-by-side with 3 peers →

Copic Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Frost and Sullivan 401(k) Plan in TX ($37M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Copic Companies 401(k) Plan assets move in 2024? ▼
Copic Companies 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $33M to $37M. Reported net income was $5M.
How have Copic Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copic Trust's sponsor-wide assets grew 21.4%, from $89M to $109M.
Where does Copic Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Copic Companies 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Copic Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frost and Sullivan 401(k) Plan in TX ($37M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Copic Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 846170618.

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.