Defined Benefit (Pension) · DOL Form 5500 · 2024

Copic Trust Pension Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
111
Participants Small participant base
88th
Percentile by assets National rank
$641,930
Avg per participant High balance/head
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Official DOL plan name: Copic Companies Defined Benefit Pension Plan and Trust · Sponsored by Copic Trust · Colorado · Finance & Insurance

$71M in assets, 111 participants

Copic Trust's Copic Companies Defined Benefit Pension Plan and Trust reported $71M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,924 in Finance & Insurance (8,549 peers)

Coverage in Colorado

Copic Companies Defined Benefit Pension Plan and Trust covers 111 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $71M.

#6,924
in Finance & Insurance (8,549 peers)
+5.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Copic Companies Defined Benefit Pension Plan and Trust's outsized position by total assets

Copic Companies Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$71,254,281 Top 12% higher than 88% 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 Defined Benefit Pension Plan and Trust 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 Defined Benefit Pension Plan and Trust sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copic Companies Defined Benefit Pension Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Copic Companies Defined Benefit Pension Plan and Trust end-of-year assets rose from $68M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Copic Companies Defined Benefit Pension Plan and Trust reported participants rose from 109 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 846170618 · Copic Trust PY 2024 · Defined Benefit (Pension)

Copic Companies Defined Benefit Pension Plan and Trust · $71M · 111 · 88th

  • EIN $71M
  • EIN 111
  • EIN 88th
  • EIN Defined Benefit (Pension)
  • EIN near The J. M. Smucker Company Represented Employees' Retirement Plan
  • EIN ind #6924

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 Defined Benefit Pension Plan and Trust in the asset neighbourhood

Local 73 Retirement Fund$71MWcirb of California Retirement PlanWcirb of California Retireme…$71MThe J. M. Smucker Company Represented Employees' Retirement PlanThe J. M. Smucker Company Re…$71MPension Plan for Employees of Magnesita Refractories CompanyPension Plan for Employees o…$71MCopic Companies Defined Benefit Pension Plan and TrustCopic Companies Defined Bene…$71M
End-of-year total assets ($M) among Copic Companies Defined Benefit Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$71M
Net Income$4M
Employer EIN846170618
Plan Effective Date1986-01-01
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 Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Copic Companies Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Copic Companies Defined Benefit Pension Plan and Trust, Total assets ($B): 0.071254281 · Participants: 111Copic Companies Defined Benefit Pension Plan and TrustRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Copic Companies Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Copic Companies Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

Copic Companies Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is The J. M. Smucker Company Represented Employees' Retirement Plan in OH ($71M); by covered participants it is Catalent Pharma Solutions, LLC Pension Plan in NJ (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Defined Benefit Pension Plan and Trust assets move in 2024? ▼
Copic Companies Defined Benefit Pension Plan and Trust grew at a solid clip - up 5.4% during 2024, from $68M to $71M. Reported net income was $4M.
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 Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Copic Companies Defined Benefit Pension Plan and Trust ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Copic Companies Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The J. M. Smucker Company Represented Employees' Retirement Plan in OH ($71M, 152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Copic Companies Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catalent Pharma Solutions, LLC Pension Plan in NJ (111 participants, N/A 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.