How big is Scopia Capital Management LP's plan?

Scopia Capital Management LP's plan reported $24.3M in assets and 25 participants for 2024.

Original filing (PDF)20250925070110NAL0008915264001

Scopia Capital Management LP

Name: Scopia Capital Management LP — Scopia Capital, Form 5500 (2024)
Creator: Scopia Capital Management LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scopia Capital Management LP Profit Sharing Plan

Defined-contribution retirement plan · Scopia Capital Management LP's Scopia Capital Management LP Profit Sharing Plan held $24.3M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.3M

Net assets (EOY)

$24.3M

People on this filing

Aaron Morse signed Scopia Capital Management LP's 2024 Form 5500 as plan administrator.

Aaron Morse — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Scopia Capital Management LP's EIN is 30-0711986.

EIN 30-0711986

Plan number 001

Plan year 2024

ACK ID 20250925070110NAL0008915264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scopia Capital Management LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scopia Capital Management LP's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCOPIA CAPITAL MANAGEMENT LP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SCOPIA CAPITAL MANAGEMENT LP

EIN

all filings

Address

152 WEST 57TH STREET · 33RD FLOOR · NEW YORK, NY · 100193598

Phone

(212) 370-0303

Industry

Finance & Insurance

Plan administrator