Original filing (PDF)20250925070110NAL0008915264001

SCOPIA CAPITAL MANAGEMENT LP

Name: SCOPIA CAPITAL MANAGEMENT LP — SCOPIA CAPITAL MANAGEMENT LP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SCOPIA CAPITAL MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

SCOPIA CAPITAL MANAGEMENT LP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.3M

Net assets (EOY)

$24.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOPIA CAPITAL MANAGEMENT LP.

Plan sponsor

Name

SCOPIA CAPITAL MANAGEMENT LP

EIN

30-0711986

Address

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

Phone

(212) 370-0303

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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