Profit Sharing · DOL Form 5500 · 2022

Cooperriis, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
205
Participants Below avg headcount
38th
Percentile by assets National rank
$12,727
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cooperriis, Inc. 403(b) Plan · Sponsored by Cooperriis, Inc. · North Carolina · Healthcare & Social Assistance

$3M in assets, 205 participants

Cooperriis, Inc.'s Cooperriis, Inc. 403(b) Plan reported $3M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,154 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Cooperriis, Inc. 403(b) Plan covers 205 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#8,154
in Healthcare & Social Assistance (20,060 peers)
-9.1%
assets change YoY

The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cooperriis, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cooperriis, Inc. 403(b) Plan vs every filed plan by assets

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

$2,608,970 38th percentile higher than 38% 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

Cooperriis, Inc. 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. Cooperriis, Inc. 403(b) Plan sits mid-pack in the medium band (205 participants).

Form 5500 schedule snapshot

Filing strip 562195372 · Cooperriis, Inc. PY 2022 · Profit Sharing

Cooperriis, Inc. 403(b) Plan · $3M · 205 · 38th

  • VS-ST $3M
  • VS-ST 205
  • VS-ST 38th
  • VS-ST Profit Sharing
  • VS-ST near Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan
  • VS-ST ind #8154

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 North Carolina →

Cooperriis, Inc. 403(b) Plan in the asset neighbourhood

Cooperriis, Inc. 403(b) Plan$3MMark E. Anderson, M.D., a Professional Corporation Profit Sharing PlanMark E. Anderson, M.D., a Pr…$3MDevelopers Resource Companies, Inc. Profit Sharing Plan & TrustDevelopers Resource Companie…$3MIllinois Valley Economic Development Corporation Retirement PlanIllinois Valley Economic Dev…$3MFort Worth Dermatology Associates, P.a. Retirement PlanFort Worth Dermatology Assoc…$3M
End-of-year total assets ($M) among Cooperriis, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$250K
Employer EIN562195372
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperriis, Inc.)

Sponsor-wide plan assets over time

All Cooperriis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.99457640371487% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.61M $3.78M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 205 $3M
2023 1 193 $3M
2024 1 204 $4M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cooperriis, Inc. 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Cooperriis, Inc. 403(b) Plan, Total assets ($B): 0.00260897 · Participants: 205Cooperriis, Inc. 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Cooperriis, Inc. 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

Cooperriis, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan in CA ($3M); by covered participants it is San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan in PR (205 participants). Same-state nearby plans are listed separately above.

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 Cooperriis, Inc. 403(b) Plan assets move in 2022?
Cooperriis, Inc. 403(b) Plan pulled back noticeably - down 9.1% during 2022, from $3M to $3M. Reported net income was -$250K.
How have Cooperriis, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cooperriis, Inc.'s sponsor-wide assets grew 45.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Cooperriis, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Mark E. Anderson, M.D., a Professional Corporation Profit Sharing Plan in CA ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Cooperriis, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is San Juan Capestrano 401(k) Plan Juan Capestrano 401(k) Plan in PR (205 participants, $2M in assets).