Defined Benefit (Pension) · DOL Form 5500 · 2024
Copeland Scroll Compressors LP Pension Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 366
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $169,318
- Avg per participant Above avg balance/head
Official DOL plan name: Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit · Sponsored by Copeland Scroll Compressors LP · Ohio · Manufacturing
$62M in assets, 366 participants
Copeland Scroll Compressors LP's Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit reported $62M in total assets and 366 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,296 in Manufacturing (17,777 peers)
Coverage in Ohio
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit covers 366 participants in Ohio, about 48% of the average Ohio filer (state average ~765 per filing). Assets: $62M.
- #14,296
- in Manufacturing (17,777 peers)
- +2.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit's outsized position by total assets
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,970,439 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit 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. Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit reported net income fell from $7M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit reported participants fell from 398 in the plan year 2023 filing to 366 in the plan year 2024 filing.
- Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit end-of-year assets rose from $61M in the plan year 2023 filing to $62M in the plan year 2024 filing.
DOL schedule card
Filing strip 344210902 · Copeland Scroll Compressors LP PY 2024 · Defined Benefit (Pension)
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit · $62M · 366 · 86th
- BOY $62M
- SCH 366
- EBSA 86th
- PART Defined Benefit (Pension)
- TYPE near Sgl Group US Retirement Plan
- NET ind #14296
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 Ohio →
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $1M |
| Employer EIN | 344210902 |
| Plan Effective Date | 1985-08-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Copeland Scroll Compressors LP)
Sponsor-wide plan assets over time
All Copeland Scroll Compressors LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $632M 1060.5182085070448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 432 | $54M |
| 2023 | 3 | 4,875 | $1.1B |
| 2024 | 2 | 4,531 | $632M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Sgl Group US Retirement Plan in NC ($62M); by covered participants it is Major League Baseball Pension Plan for Non-Uniformed Personnel in DC (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Sgl Group US Retirement Plan (NC) $62M · 232
- Nc Farm Bureau Co Retirement Plan (NC) $62M · 562
- Agfa Corporation Pension Plan (NJ) $62M · 136
- Local 854 Pension Fund (NY) $62M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (366 participants); asset peers above are excluded.
- Major League Baseball Pension Plan for Non-Uniformed Personnel (DC) 366 · 0 off
- Ampco-Pittsburgh Corporation Retirement Plan (PA) 366 · 0 off
- Keystone Employees' Retirement Plan (IL) 366 · 0 off
- Plumbers Local Union No. 519 Pension Fund (FL) 366 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.