401(k) · DOL Form 5500 · 2024

Copeland, Cook, Taylor and Bush, P.a. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
64
Participants Small participant base
70th
Percentile by assets National rank
$301,530
Avg per participant High balance/head
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Official DOL plan name: Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan · Sponsored by Copeland, Cook, Taylor and Bush, P.a. · Mississippi · Professional & Technical Services

$19M in assets, 64 participants

Copeland, Cook, Taylor and Bush, P.a.'s Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported $19M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,869 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan holds $19M for 64 participants - about $301,530 per participant, above the median plan by assets.

#13,869
in Professional & Technical Services (20,173 peers)
+3.9%
assets growth YoY

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan's outsized position by total assets

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs every filed plan by assets

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

$19,297,927 Top 30% higher than 70% 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

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported net income rose from -$502K in the plan year 2023 filing to $726K in the plan year 2024 filing.
  • Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan reported participants fell from 69 in the plan year 2023 filing to 64 in the plan year 2024 filing.
  • Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan end-of-year assets rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 640854435 · Copeland, Cook, Taylor and Bush, P.a. PY 2024 · 401(k)

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan · $19M · 64 · 70th

  • PCT $19M
  • EIN 64
  • RANK 70th
  • PHOTO 401(k)
  • IND near Eclerx, LLC 401(k) Profit Sharing Plan and Trust
  • EOY ind #13869

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 Professional & Technical Services retirement plans → · Plans in Mississippi →

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan in the asset neighbourhood

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCopeland, Cook, Taylor and B…$19MEclerx, LLC 401(k) Profit Sharing Plan and TrustEclerx, LLC 401(k) Profit Sh…$19MChroma Color Corporation 401(k) PlanChroma Color Corporation 401…$19MRrc Power & Energy, LLC 401(k) PlanRrc Power & Energy, LLC 401(…$19MBanyan Air Services, Inc. 401(k) PlanBanyan Air Services, Inc. 40…$19M
End-of-year total assets ($M) among Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$726K
Employer EIN640854435
Plan Effective Date1985-05-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Copeland, Cook, Taylor and Bush, P.a.)

Sponsor-wide plan assets over time

All Copeland, Cook, Taylor and Bush, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 1.1697740395113028% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M 202220232024 $19.1M $19.3M ▲ +1.2%
Year Plans Participants Total Assets
2022 1 72 $19M
2023 1 69 $19M
2024 1 64 $19M

Nearby 401(k) Plans in Mississippi

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

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan, Total assets ($M): 19.297927 · Participants: 64Copeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan side-by-side with 3 peers →

Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Eclerx, LLC 401(k) Profit Sharing Plan and Trust in NY ($19M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan assets move in 2024? ▼
Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan edged up modestly - up 3.9% during 2024, from $19M to $19M. Reported net income was $726K.
How have Copeland, Cook, Taylor and Bush, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copeland, Cook, Taylor and Bush, P.a.'s sponsor-wide assets grew 1.2%, from $19M to $19M.
Which 401(k) plans are similar in size to Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eclerx, LLC 401(k) Profit Sharing Plan and Trust in NY ($19M, 367 participants).
Which 401(k) plans cover a similar participant headcount to Copeland, Cook, Taylor and Bush, P. a. Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 participants, $5M 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 640854435.

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.