Other · DOL Form 5500 · 2023

Copley Health Systems, Inc. Retirement Plan

Data updated 2026-08-11

$47M
Total assets
590
Participants
85th
Percentile by assets
$80,133
Avg per participant
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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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$47M
total plan assets (2023 EOY)
590
covered participants
85th
percentile by assets (of 127,072 plans)
$80,133
avg assets per participant

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 2023 · DOL Form 5500

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

This plan $0 $2,010,000,000 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

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 →

State
Vermont
Industry
Healthcare & Social Assistance

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 590 participants - 2.4x that state average ($47M EOY assets).

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.)

$40M$45M$50M$55M 202220232024 $42.2M $51.1M ▲ +21.0%
Total plan assets by year, all Copley Health Systems, Inc. plans on file
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 ($M) Participants Copley Health System…, Total assets ($M): 47.27859 · Participants: 590Copley Health System…Middlebury College V…, Total assets ($M): 293.937464 · Participants: 1104Middlebury College V…Rutland Regional Hea…, Total assets ($M): 259.589445 · Participants: 1787Rutland Regional Hea…Norwich University D…, Total assets ($M): 170.239839 · Participants: 1126Norwich University D…World Learning, Inc.…, Total assets ($M): 88.539922 · Participants: 464World Learning, Inc.…Northwestern Medical…, Total assets ($M): 79.988127 · Participants: 709Northwestern Medical…
Copley Health Systems, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Copley Health Systems, Inc. 403(b) Retir… side-by-side with 3 peers →

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

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).

Next read for Copley Health Systems, Inc. 403(b) Retir…

Filing takeaways

Ways to act on Copley Health Systems, Inc. 403(b) Retirement Plan's numbers.

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.