Other · DOL Form 5500 · 2022
Cope Community Services, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 404
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $32,644
- Avg per participant Low balance/head
Official DOL plan name: Cope Retirement 403(b) Plan · Sponsored by Cope Community Services, Inc. · Arizona · Healthcare & Social Assistance
$13M in assets, 404 participants
Cope Community Services, Inc.'s Cope Retirement 403(b) Plan reported $13M in total assets and 404 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #15,062 in Healthcare & Social Assistance (20,060 peers)
Cope Community Services, Inc. multi-year trail
Cope Community Services, Inc.'s plans moved +50.1% in assets from 2022 to 2024; this filing shows Cope Retirement 403(b) Plan at $13M / 404 participants.
- #15,062
- in Healthcare & Social Assistance (20,060 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cope Retirement 403(b) Plan's outsized position by total assets
Cope Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,188,229 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cope Retirement 403(b) 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. Cope Retirement 403(b) Plan sits mid-pack in the medium band (404 participants).
Plan-year Form 5500 strip
Filing strip 860363717 · Cope Community Services, Inc. PY 2022 · Other
Cope Retirement 403(b) Plan · $13M · 404 · 70th
- ASSETS $13M
- PCT 404
- EIN 70th
- RANK Other
- PHOTO near Linsly School, Inc. 403(b) DC Plan
- IND ind #15062
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 →
Cope Retirement 403(b) Plan in the asset neighbourhood
Cope Community Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cope Community Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 50.0630751862134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 404 | $13M |
| 2023 | 1 | 401 | $17M |
| 2024 | 1 | 397 | $20M |
Cope Community Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 860363717 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
Cope Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Linsly School, Inc. 403(b) DC Plan in WV ($13M); by covered participants it is Canisius University Retirement Plan for Faculty and Staff in NY (404 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (404 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.