Other · DOL Form 5500 · 2023
Cope Community Services, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 401
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $41,633
- 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
$17M in assets, 401 participants
Cope Community Services, Inc.'s Cope Retirement 403(b) Plan reported $17M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #13,093 in Healthcare & Social Assistance (17,684 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 $17M / 401 participants.
- #13,093
- in Healthcare & Social Assistance (17,684 peers)
- +26.6%
- assets growth YoY
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 2023 · DOL Form 5500
$16,694,845 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cope Retirement 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 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 (401 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cope Retirement 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Cope Retirement 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860363717 · Cope Community Services, Inc. PY 2023 · Other
Cope Retirement 403(b) Plan · $17M · 401 · 69th
- NET $17M
- BOOK 401
- VS-ST 69th
- BOY Other
- SCH near Summitstone Health Partners 403(b) Retirement Plan
- EBSA ind #13093
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 (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| 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.
- Honor Health 403(b) Retirement Security Plan $1.0B · 13,597
- Operating Engineers Local 428 Annuity Trust Fund $291M · 7,670
- Banner Health Employees 403(b) Plan $164M · 11,018
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $150M · 1,887
- Kingman Regional Medical Center Employee Retirement Plan $107M · 1,914
Cope Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Summitstone Health Partners 403(b) Retirement Plan in CO ($17M); by covered participants it is Carson Valley Childrens Aid 403(b) Plan in PA (401 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (401 participants); asset peers above are excluded.
- Carson Valley Childrens Aid 403(b) Plan (PA) 401 · 0 off
- Uc Health 403(b) Retirement Savings Plan (OH) 401 · 0 off
- Milton Academy Retirement Plan (MA) 401 · 0 off
- 403(b) Thrift Plan for Employees of Affinia Healthcare (MO) 401 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.