Other · DOL Form 5500 · 2023

Copley Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
590
Participants Below avg headcount
85th
Percentile by assets National rank
$80,133
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

$47M in assets, 590 participants

Copley Health Systems, Inc.'s Copley Health Systems, Inc. 403(b) Retirement Plan reported $47M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,430 in Healthcare & Social Assistance (17,684 peers)

Coverage in Vermont

Copley Health Systems, Inc. 403(b) Retirement Plan covers 590 participants in Vermont, 2.4x the typical Vermont plan (state average ~245 per filing). Assets: $47M.

#15,430
in Healthcare & Social Assistance (17,684 peers)
+12.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$47,278,590 Top 15% higher than 85% of 127,068 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 2023

Copley Health Systems, Inc. 403(b) Retirement 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. Copley Health Systems, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Copley Health Systems, Inc. 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Copley Health Systems, Inc. 403(b) Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Copley Health Systems, Inc. 403(b) Retirement Plan reported participants rose from 562 in the plan year 2022 filing to 590 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 030301457 · Copley Health Systems, Inc. PY 2023 · Other

Copley Health Systems, Inc. 403(b) Retirement Plan · $47M · 590 · 85th

  • IND $47M
  • IND 590
  • IND 85th
  • IND Other
  • IND near Yai Network Affiliates 403(b) Plan
  • IND ind #15430

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

Retirement Accumulation Plan for Fairchild Medical CenterRetirement Accumulation Plan…$47MCopley Health Systems, Inc. 403(b) Retirement PlanCopley Health Systems, Inc. …$47MYai Network Affiliates 403(b) PlanYai Network Affiliates 403(b…$47MEarthscope Consortium 403b$47MBaycare Health System 403(b) ProgramBaycare Health System 403(b)…$47M
End-of-year total assets ($M) among Copley Health Systems, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$47M
Net Income$5M
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 0100200300400 Total assets ($M) Participants Copley Health Systems, Inc. 403(b) Retirement Plan, Total assets ($M): 47.27859 · Participants: 590Copley Health Systems, Inc. 403(b) Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 293.937464 · Participants: 1104Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 170.239839 · Participants: 1126Norwich University Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc. Retirement PlanNorthwestern Medical Center, Inc. 403(b) Plan, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical Center, Inc. 403(b) 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 Yai Network Affiliates 403(b) Plan in NY ($47M); by covered participants it is Aspire Indiana Employer Sponsored 403b Plan in IN (590 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (590 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Copley Health Systems, Inc. 403(b) Retirement Plan grew at a solid clip - up 12.0% during 2023, from $42M to $47M. Reported net income was $5M.
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 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Yai Network Affiliates 403(b) Plan in NY ($47M, 3,989 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 Aspire Indiana Employer Sponsored 403b Plan in IN (590 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.