401(k) · DOL Form 5500 · 2022

Cumberland Cooperage LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
453
Participants Below avg headcount
39th
Percentile by assets National rank
$5,955
Avg per participant Low balance/head
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Official DOL plan name: Cumberland Cooperage Retirement Plan · Sponsored by Cumberland Cooperage LLC · Kentucky · Manufacturing

$3M in assets, 453 participants

Cumberland Cooperage LLC's Cumberland Cooperage Retirement Plan reported $3M in total assets and 453 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,530 in Manufacturing (20,602 peers)

2022 asset change

Cumberland Cooperage Retirement Plan surged 79.8% in 2022 ($2M → $3M) for 453 participants.

#4,530
in Manufacturing (20,602 peers)
+79.8%
assets growth YoY

Cumberland Cooperage Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Cumberland Cooperage Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,697,728 39th percentile higher than 39% of 139,123 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 2022

Cumberland Cooperage Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cumberland Cooperage Retirement Plan sits mid-pack in the medium band (453 participants).

Plan-year Form 5500 strip

Filing strip 611232118 · Cumberland Cooperage LLC PY 2022 · 401(k)

Cumberland Cooperage Retirement Plan · $3M · 453 · 39th

  • BOOK $3M
  • BOOK 453
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Tree House Brewing Company, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #4530

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 Manufacturing retirement plans → · Plans in Kentucky →

Cumberland Cooperage Retirement Plan in the asset neighbourhood

Cumberland Cooperage Retirement PlanCumberland Cooperage Retirem…$3MTree House Brewing Company, Inc. 401(k) Profit Sharing Plan and TrustTree House Brewing Company, …$3MBill Bryan Dealerships 401(k) PlanBill Bryan Dealerships 401(k…$3MWeavers Way Cooperative Association, Inc. 401(k) Profit Sharing PlanWeavers Way Cooperative Asso…$3MOne to One Health 401(k) Plan$3M
End-of-year total assets ($M) among Cumberland Cooperage Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cumberland Cooperage LLC years around the 2022 move

Sponsor-wide plan assets over time

All Cumberland Cooperage LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $2.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 453 $3M
2023 1 432 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN611232118
Plan Effective Date2020-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Cumberland Cooperage Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Cumberland Cooperage Retirement Plan, Total assets ($B): 0.002697728 · Participants: 453Cumberland Cooperage Retirement PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Cumberland Cooperage Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Cumberland Cooperage Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Tree House Brewing Company, Inc. 401(k) Profit Sharing Plan and Trust in MA ($3M); by covered participants it is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cumberland Cooperage Retirement Plan assets move in 2022?
Cumberland Cooperage Retirement Plan surged - up 79.8% during 2022, from $2M to $3M. Reported net income was $1M.
Which 401(k) plans are similar in size to Cumberland Cooperage Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Tree House Brewing Company, Inc. 401(k) Profit Sharing Plan and Trust in MA ($3M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Cumberland Cooperage Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants, $8M in assets).