401(k)
2024 plan-year 401(k) DOL Form 5500

Cooper & Scully, P.C. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cooper & Scully, P.C. · Texas · Professional & Technical Services

What the 2023 filing shows

Cooper & Scully, P.C. 401(k) Plan holds $27M for 65 participants — about $413,586 per participant, up 8.8% over the 2024 plan year.

$27M
total plan assets (2024 EOY)
65
covered participants
$413,586
avg assets per participant
+8.8%
assets growth YoY
Total Assets (2023)
$27M
Participants
65
State
Industry
Professional & Technical Services

What the Filing Says About Cooper & Scully, P.C. 401(k) Plan

Cooper & Scully, P.C. 401(k) Plan is a 401(k) retirement plan sponsored by Cooper & Scully, P.C., headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 65 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 752478365, and the plan has been effective since 1993-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2024 to $27M at year-end — a gain of 8.8%. Net assets (after liabilities) closed the year at $27M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$2M
Plan Type401(k)
Employer EIN752478365
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooper & Scully, P.C.)

Year Plans Participants Total Assets
2022 1 64 $21M
2023 1 66 $25M
2024 1 65 $27M

Nearby 401(k) Plans in Texas

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Frequently Asked Questions

How much money is in the Cooper & Scully, P.C. 401(k) Plan?
As of the 2024 Form 5500 filing, Cooper & Scully, P.C. 401(k) Plan holds $27M in total assets with 65 participants. It is sponsored by Cooper & Scully, P.C..
What type of plan is Cooper & Scully, P.C. 401(k) Plan?
Cooper & Scully, P.C. 401(k) Plan is a 401(k) plan. It has been effective since 1993-07-01. The plan is filed with the U.S. Department of Labor under EIN 752478365.
Who sponsors the Cooper & Scully, P.C. 401(k) Plan?
Cooper & Scully, P.C. 401(k) Plan is sponsored by Cooper & Scully, P.C., located in Texas. The sponsor's EIN is 752478365 and the plan operates in the Professional & Technical Services industry.
How did Cooper & Scully, P.C. 401(k) Plan perform in 2024?
Cooper & Scully, P.C. 401(k) Plan grew by 8.8% during 2024, moving from $25M to $27M in total assets. Net income was $2M.
Where can I find official filings for Cooper & Scully, P.C. 401(k) Plan?
Official Form 5500 filings for Cooper & Scully, P.C. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752478365 or plan name at efast.dol.gov.
How does Cooper & Scully, P.C. 401(k) Plan compare to other plans?
You can compare Cooper & Scully, P.C. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 752478365.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.