Other · DOL Form 5500 · 2022
Copley Health Systems, Inc. Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 562
- Participants
- 86th
- Percentile by assets
- $75,112
- Avg per participant
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.
- 86th percentile by assets (of 139,126 plans)
- #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.
- $42M
- total plan assets (2022 EOY)
- 562
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $75,112
- avg assets per participant
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.
Where Copley Health Systems, Inc. 403(b) Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Copley Health Systems, Inc. 403(b) Retirement Plan reports 562 participants - 2.3x that state average ($42M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$6M |
| Employer EIN | 030301457 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Copley Health Systems, Inc.)
| 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
- Middlebury College Voluntary Retirement Plan $269M · 1,039
- Rutland Regional Health Services Retirement Savings Plan $223M · 1,754
- Norwich University Defined Contribution Retirement Plan $154M · 929
- World Learning, Inc. Retirement Plan $80M · 447
- Southwestern Vermont Health Care 403(b) Retirement Savings Plan $61M · 1,227
Similar-Sized Other Plans Nationally
Other plans in other states closest to Copley Health Systems, Inc. 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Copley Health Systems, Inc. 403(b) Retirement Plan's numbers.
- By total assets, Copley Health Systems, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- Copley Health Systems, Inc.'s sponsor-wide assets have grown 21.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans