Profit Sharing · DOL Form 5500 · 2023

Cooperriis, Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
193
Participants Below avg headcount
37th
Percentile by assets National rank
$16,910
Avg per participant Low balance/head
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Official DOL plan name: Cooperriis, Inc. 403(b) Plan · Sponsored by Cooperriis, Inc · North Carolina · Healthcare & Social Assistance

$3M in assets, 193 participants

Cooperriis, Inc's Cooperriis, Inc. 403(b) Plan reported $3M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,782 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Cooperriis, Inc. 403(b) Plan covers 193 participants in North Carolina, about 24% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#6,782
in Healthcare & Social Assistance (17,684 peers)
+25.1%
assets growth YoY

Cooperriis, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cooperriis, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,263,587 37th percentile higher than 37% 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

Cooperriis, Inc. 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. Cooperriis, Inc. 403(b) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cooperriis, Inc. 403(b) Plan reported net income rose from -$250K in the plan year 2022 filing to $672K in the plan year 2023 filing.
  • Cooperriis, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cooperriis, Inc. 403(b) Plan reported participants fell from 205 in the plan year 2022 filing to 193 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562195372 · Cooperriis, Inc PY 2023 · Profit Sharing

Cooperriis, Inc. 403(b) Plan · $3M · 193 · 37th

  • PCT $3M
  • PCT 193
  • PCT 37th
  • PCT Profit Sharing
  • PCT near Loving Care Inc. Profit Sharing Plan
  • PCT ind #6782

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 North Carolina →

Cooperriis, Inc. 403(b) Plan in the asset neighbourhood

Loving Care Inc. Profit Sharing PlanLoving Care Inc. Profit Shar…$3MCooperriis, Inc. 403(b) Plan$3MEndodontics Limited, P.a. Profit Sharing PlanEndodontics Limited, P.a. Pr…$3MJeffrey S. Pop, a Law Corporation Profit Sharing PlanJeffrey S. Pop, a Law Corpor…$3MDr. Brezel Profit Sharing PlanDr. Brezel Profit Sharing Pl…$3M
End-of-year total assets ($M) among Cooperriis, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$672K
Employer EIN562195372
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperriis, Inc)

Sponsor-wide plan assets over time

All Cooperriis, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.99457640371487% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.61M $3.78M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 205 $3M
2023 1 193 $3M
2024 1 204 $4M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cooperriis, Inc. 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Cooperriis, Inc. 403(b) Plan, Total assets ($B): 0.003263587 · Participants: 193Cooperriis, Inc. 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Cooperriis, Inc. 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Cooperriis, Inc. 403(b) Plan side-by-side with 3 peers →

Cooperriis, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Loving Care Inc. Profit Sharing Plan in TN ($3M); by covered participants it is Webster Memorial Hospital 403b Plan in WV (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Cooperriis, Inc. 403(b) Plan assets move in 2023? ▼
Cooperriis, Inc. 403(b) Plan grew sharply - up 25.1% during 2023, from $3M to $3M. Reported net income was $672K.
How have Cooperriis, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooperriis, Inc's sponsor-wide assets grew 45.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Cooperriis, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Loving Care Inc. Profit Sharing Plan in TN ($3M, 60 participants).
Which Profit Sharing plans cover a similar participant headcount to Cooperriis, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Webster Memorial Hospital 403b Plan in WV (193 participants, $4M 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 562195372.

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.