Profit Sharing · DOL Form 5500 · 2023
The Cooper Health System Profit Sharing Plan
Data updated 2026-08-25
- $304M
- Total assets Above avg plan size
- 6,491
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $46,802
- Avg per participant Low balance/head
Official DOL plan name: Cooper Health System, Inc. Defined Contribution Retirement Plan · Sponsored by The Cooper Health System · New Jersey · Healthcare & Social Assistance
$304M in assets, 6,491 participants
The Cooper Health System's Cooper Health System, Inc. Defined Contribution Retirement Plan reported $304M in total assets and 6,491 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,072 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Cooper Health System, Inc. Defined Contribution Retirement Plan covers 6,491 participants in New Jersey, 7.7x the typical New Jersey plan (state average ~844 per filing). Assets: $304M.
- #17,072
- in Healthcare & Social Assistance (17,684 peers)
- +21.2%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Cooper Health System, Inc. Defined Contribution Retirement Plan's outsized position by total assets
Cooper Health System, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$303,789,152 Top 4% higher than 96% 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
Cooper Health System, Inc. Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cooper Health System, Inc. Defined Contribution Retirement Plan lands in the large band (6,491 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cooper Health System, Inc. Defined Contribution Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $55M in the plan year 2023 filing.
- Cooper Health System, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $251M in the plan year 2022 filing to $304M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 210634462 · The Cooper Health System PY 2023 · Profit Sharing
Cooper Health System, Inc. Defined Contribution Retirement Plan · $304M · 6,491 · 96th
- SCH $304M
- SCH 6,491
- SCH 96th
- SCH Profit Sharing
- SCH near IBEW Local 1049 Craft Annuity Fund
- SCH ind #17072
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 New Jersey →
Cooper Health System, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $251M |
|---|---|
| Net Assets (End of Year) | $304M |
| Net Income | $55M |
| Employer EIN | 210634462 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cooper Health System)
Sponsor-wide plan assets over time
All The Cooper Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 31.553316073829983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,751 | $991M |
| 2023 | 3 | 16,709 | $1.1B |
| 2024 | 2 | 15,624 | $1.3B |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Scale composition for Cooper Health System, Inc. Defined Contribution Retirement Plan
Cooper Health System, Inc. Defined Contribution Retirement Plan reports $304M in end-of-year assets across 6,491 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $46,802 per participant (34% of the national average assets-per-participant) . Net income for plan year 2023 was $55M.
This plan identity (EIN 210634462, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $251M to $359M (+43.3%) while covered participants moved from 6,491 to 7,208 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,491 | $251M | Open filing |
| 2023 | 6,491 | $304M | This page |
| 2024 · index core | 7,208 | $359M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Cooper Health System 403(b) Plan (Other, $944M, 8,416 participants)
- Cooper Health System, Inc. Defined Contribution Retirement Plan (Profit Sharing, $359M, 7,208 participants)
Cooper Health System, Inc. Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is IBEW Local 1049 Craft Annuity Fund in NY ($308M); by covered participants it is The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund in MA (6,360 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($304M here).
- IBEW Local 1049 Craft Annuity Fund (NY) $308M · 3,061
- Carpenter Co. Profit-Sharing Plan (VA) $299M · 2,085
- Shearman & Sterling LLP Partners Defined Contribution Plan (NY) $309M · 168
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (CA) $299M · 2,160
Similar participant headcount
Nearest other-state filings by covered participants (6,491 participants); asset peers above are excluded.
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund (MA) 6,360 · 131 off
- Golub Corporation Profit Sharing Plan (NY) 6,678 · 187 off
- Steamfitters Local Union No. 420 Srp (PA) 6,295 · 196 off
- Operating Engineers Local 139 Defined Contribution Annuity Fund (WI) 6,242 · 249 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.