401(k) · DOL Form 5500 · 2022

Copa Health, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
985
Participants Near avg headcount
65th
Percentile by assets National rank
$10,232
Avg per participant Low balance/head
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Official DOL plan name: Copa Health 403(b) Retirement Plan · Sponsored by Copa Health, Inc. · Arizona · Healthcare & Social Assistance

$10M in assets, 985 participants

Copa Health, Inc.'s Copa Health 403(b) Retirement Plan reported $10M in total assets and 985 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,122 in Healthcare & Social Assistance (20,060 peers)

Copa Health, Inc. multi-year trail

Copa Health, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Copa Health 403(b) Retirement Plan at $10M / 985 participants.

#14,122
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copa Health 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Copa Health 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,078,145 Top 35% higher than 65% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Copa Health 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Copa Health 403(b) Retirement Plan sits mid-pack in the medium band (985 participants).

Plan-year Form 5500 strip

Filing strip 844608444 · Copa Health, Inc. PY 2022 · 401(k)

Copa Health 403(b) Retirement Plan · $10M · 985 · 65th

  • PART $10M
  • TYPE 985
  • NET 65th
  • BOOK 401(k)
  • VS-ST near Cascade Wood Products Inc. 401(k) Plan
  • BOY ind #14122

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Copa Health 403(b) Retirement Plan in the asset neighbourhood

Copa Health 403(b) Retirement PlanCopa Health 403(b) Retiremen…$10MCascade Wood Products Inc. 401(k) PlanCascade Wood Products Inc. 4…$10MBc International Group, Inc. 401(k) PlanBc International Group, Inc.…$10MDavid Peyser Sportswear, Inc. 401(k) Profit Sharing PlanDavid Peyser Sportswear, Inc…$10MPhoenix Processor Retirement Savings PlanPhoenix Processor Retirement…$10M
End-of-year total assets ($M) among Copa Health 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Copa Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Copa Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 26.40477984787875% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $12.7M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 985 $10M
2023 1 1,021 $12M
2024 1 1,076 $13M

Copa Health, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN844608444
Plan Effective Date2009-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Copa Health 403(b) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Copa Health 403(b) Retirement Plan, Total assets ($B): 0.010078145 · Participants: 985Copa Health 403(b) Retirement PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Copa Health 403(b) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Copa Health 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cascade Wood Products Inc. 401(k) Plan in OR ($10M); by covered participants it is West Fraser, Inc. 401(k) Plan for Osb Employees in AL (985 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (985 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Copa Health 403(b) Retirement Plan assets move in 2022?
Copa Health 403(b) Retirement Plan pulled back noticeably - down 14.6% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Copa Health, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Copa Health, Inc.'s sponsor-wide assets grew 26.4%, from $10M to $13M.
Which 401(k) plans are similar in size to Copa Health 403(b) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cascade Wood Products Inc. 401(k) Plan in OR ($10M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Copa Health 403(b) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is West Fraser, Inc. 401(k) Plan for Osb Employees in AL (985 participants, $96M in assets).