Other · DOL Form 5500 · 2023
The Cooper Health System Retirement Plan
Data updated 2026-08-25
- $799M
- Total assets Above avg plan size
- 9,570
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $83,476
- Avg per participant Below avg balance/head
Official DOL plan name: The Cooper Health System 403(b) Plan · Sponsored by The Cooper Health System · New Jersey · Healthcare & Social Assistance
$799M in assets, 9,570 participants
The Cooper Health System's The Cooper Health System 403(b) Plan reported $799M in total assets and 9,570 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,417 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
The Cooper Health System 403(b) Plan covers 9,570 participants in New Jersey, 11x the typical New Jersey plan (state average ~844 per filing). Assets: $799M.
- #17,417
- in Healthcare & Social Assistance (17,684 peers)
- +24.8%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
The Cooper Health System 403(b) Plan's outsized position by total assets
The Cooper Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$798,864,128 Top 2% higher than 98% 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
The Cooper Health System 403(b) 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. The Cooper Health System 403(b) Plan lands in the large band (9,570 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Cooper Health System 403(b) Plan reported net income rose from -$106M in the plan year 2022 filing to $159M in the plan year 2023 filing.
- The Cooper Health System 403(b) Plan end-of-year assets rose from $640M in the plan year 2022 filing to $799M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 210634462 · The Cooper Health System PY 2023 · Other
The Cooper Health System 403(b) Plan · $799M · 9,570 · 98th
- BOY $799M
- SCH 9,570
- EBSA 98th
- PART Other
- TYPE near Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees
- NET ind #17417
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 →
The Cooper Health System 403(b) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $640M |
|---|---|
| Net Assets (End of Year) | $799M |
| Net Income | $159M |
| Employer EIN | 210634462 |
| Plan Effective Date | 2005-10-01 |
| 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 Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Scale composition for The Cooper Health System 403(b) Plan
The Cooper Health System 403(b) Plan reports $799M in end-of-year assets across 9,570 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $83,476 per participant (60% of the national average assets-per-participant) . Net income for plan year 2023 was $159M.
This plan identity (EIN 210634462, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $640M to $944M (+47.5%) while covered participants moved from 9,570 to 8,416 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,570 | $640M | Open filing |
| 2023 | 9,570 | $799M | This page |
| 2024 · index core | 8,416 | $944M | 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)
The Cooper Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in MA ($799M); by covered participants it is Northwestern University Retirement Plan in IL (9,440 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($799M here).
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $799M · 2,317
- Wake Forest University Retirement Plan (NC) $798M · 3,092
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $801M · 1,453
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) $805M · 9,430
Similar participant headcount
Nearest other-state filings by covered participants (9,570 participants); asset peers above are excluded.
- Northwestern University Retirement Plan (IL) 9,440 · 130 off
- Centracare Health System 403(b) Plan (MN) 9,437 · 133 off
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) 9,430 · 140 off
- Lifespan Corporation 403(b)Retirement Plan (RI) 9,416 · 154 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.