Copeland 401(k) and pension plans

Copeland, LP, ST. Louis, MO. EIN 34-4210902. Annual reports 2009–2025. Also filed as Copeland Corporation; Copeland Scroll Compressors LP.

Copeland, LP has 2 active retirement plans on file. The largest is the Copeland Employee Savings Investment Plan, with 5,086 participants and $658 million in assets in 2025. Vanguard has been its recordkeeper since 2023.

Active plans: 2
Participants: 6,514
Plan assets: $719 million
401(k) recordkeeper: Vanguard
Plans on file: 2
Industry: Manufacturing

All 2 plans

Active plans first

Copeland Employee Savings Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 34-4210902
Participants (2025): 5,086
Net assets (2025): $658 million
Recordkeeper: Vanguard2023–2025
Plan administrator: Copeland, LP
8100 W. Florissant Ave
ST. Louis, MO 63136
(314) 553-5555As filed for 2025
In effect since: June 1, 2023

Year by year, 2023 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	5,086	$658 million	Vanguard
2024	4,942	$570 million	Vanguard
2023	4,908	$570 million	Vanguard

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 34-4210902
Participants (2024): 1,428
Net assets (2024): $61.7 million
Administered by: Emerson2023
Plan administrator: Copeland Scroll Compressors LP
Copeland Scroll Compressors LP, 1675 West Campbell Road
Sidney, OH 45365
(937) 498-3688As filed for 2024
In effect since: August 27, 1985

Earlier sponsor: Copeland Corporation (2009–2021).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,428	$61.7 million	not listed
2023	1,447	$60.6 million	Emerson
2022	1,510	$53.9 million	not listed
2021	1,549	$51.6 million	not listed
2020	1,621	$69.1 million	not listed
2019	1,775	$61.4 million	not listed
2018	1,925	$57.8 million	not listed
2017	1,949	$56.3 million	not listed
2016	1,957	$55.6 million	not listed
2015	1,935	$51.6 million	not listed
2014	1,931	$48.3 million	not listed
2013	2,023	$52.4 million	not listed
2012	1,992	$49.3 million	not listed
2011	2,014	$45.3 million	not listed
2010	2,018	$40.2 million	not listed
2009	2,021	$40.2 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Copeland Employee Savings Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((314) 553-5555). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Copeland Employee Savings Investment Plan

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit

If you had money in one of these plans

What these numbers are

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