Copeland 401(k) match, vesting and fees
What Copeland's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Copeland: employer contribution per participant | $4,951 | |
| Peer median | $2,591 |
| Copeland: average balance | $131,876 | |
| Peer median | $102,504 |
| Copeland: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $570M at the end of plan year 2023 to $658M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 5,086 | $658M | $24.7M | $4,951 | 0.08% | Not published | Form 5500 ↗ |
| 2024 | 4,942 | $570M | $6.6M | $1,371 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 4,908 | $570M | $30.8M | $6,339 | 0.07% | Not published | Form 5500 ↗ |
Other Copeland plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Emerson | 2023 Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Copeland match 401(k) contributions?
The match terms for the Copeland Employee Savings Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $24.7M in employer contributions, about $4,951 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Copeland 401(k) match vested?
The vesting schedule for the Copeland Employee Savings Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Copeland 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Copeland, LP.
I left Copeland. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Copeland, LP, (314) 553-5555) or the recordkeeper, The Vanguard Group, Inc.. The Copeland old 401(k) page lists the contacts from every plan filing. Find an old Copeland 401(k)
Data from the public Form 5500 annual reports Copeland filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Copeland. Not financial advice. Report a correction · Methodology