Other · DOL Form 5500 · 2022

Copley Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
562
Participants Below avg headcount
86th
Percentile by assets National rank
$75,112
Avg per participant Below avg balance/head
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Official DOL plan name: Copley Health Systems, Inc. 403(b) Retirement Plan · Sponsored by Copley Health Systems, Inc. · Vermont · Healthcare & Social Assistance

$42M in assets, 562 participants

Copley Health Systems, Inc.'s Copley Health Systems, Inc. 403(b) Retirement Plan reported $42M in total assets and 562 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,786 in Healthcare & Social Assistance (20,060 peers)

Coverage in Vermont

Copley Health Systems, Inc. 403(b) Retirement Plan covers 562 participants in Vermont, 2.3x the typical Vermont plan (state average ~245 per filing). Assets: $42M.

#17,786
in Healthcare & Social Assistance (20,060 peers)
-12.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Copley Health Systems, Inc. 403(b) Retirement Plan's outsized position by total assets

Copley Health Systems, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$42,212,908 Top 14% higher than 86% 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

Copley Health Systems, Inc. 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. Copley Health Systems, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (562 participants).

Form 5500 schedule snapshot

Filing strip 030301457 · Copley Health Systems, Inc. PY 2022 · Other

Copley Health Systems, Inc. 403(b) Retirement Plan · $42M · 562 · 86th

  • RANK $42M
  • RANK 562
  • RANK 86th
  • RANK Other
  • RANK near Bethune-Cookman University Retirement Plan
  • RANK ind #17786

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 Vermont →

Copley Health Systems, Inc. 403(b) Retirement Plan in the asset neighbourhood

Upper Iowa University 403(b) Retirement PlanUpper Iowa University 403(b)…$42MCopley Health Systems, Inc. 403(b) Retirement PlanCopley Health Systems, Inc. …$42MBethune-Cookman University Retirement PlanBethune-Cookman University R…$42MPrairie Lakes Healthcare System 403(b) PlanPrairie Lakes Healthcare Sys…$42MLutheran Seniorlife Employees' Retirement Savings PlanLutheran Seniorlife Employee…$42M
End-of-year total assets ($M) among Copley Health Systems, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$42M
Net Income-$6M
Employer EIN030301457
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copley Health Systems, Inc.)

Sponsor-wide plan assets over time

All Copley Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 20.97382629976594% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.2M $51.1M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 562 $42M
2023 1 590 $47M
2024 1 583 $51M

Nearby Other Plans in Vermont

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

Copley Health Systems, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200250300 Total assets ($M) Participants Copley Health Systems, Inc. 403(b) Retirement Plan, Total assets ($M): 42.212908 · Participants: 562Copley Health Systems, Inc. 403(b) Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 269.425824 · Participants: 1039Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 223.445542 · Participants: 1754Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 154.371749 · Participants: 929Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 79.545269 · Participants: 447World Learning, Inc. Retirement PlanSouthwestern Vermont Health Care 403(b) Retirement Savings Plan, Total assets ($M): 60.683749 · Participants: 1227Southwestern Vermont Health Care 403(b) Retirement Savings Plan
Copley Health Systems, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Copley Health Systems, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Copley Health Systems, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Bethune-Cookman University Retirement Plan in FL ($42M); by covered participants it is Douglas a. Thom Clinic, Inc. Retirement Plan in MA (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (562 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 Copley Health Systems, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Copley Health Systems, Inc. 403(b) Retirement Plan pulled back noticeably - down 12.6% during 2022, from $48M to $42M. Reported net income was -$6M.
How have Copley Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copley Health Systems, Inc.'s sponsor-wide assets grew 21.0%, from $42M to $51M.
Where does Copley Health Systems, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Copley Health Systems, Inc. 403(b) Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Copley Health Systems, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bethune-Cookman University Retirement Plan in FL ($42M, 747 participants).
Which Other plans cover a similar participant headcount to Copley Health Systems, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Douglas a. Thom Clinic, Inc. Retirement Plan in MA (562 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030301457.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.