401(k) · DOL Form 5500 · 2023
Copa Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,021
- Participants Near avg headcount
- 63rd
- Percentile by assets National rank
- $11,762
- Avg per participant Low balance/head
Official DOL plan name: Copa Health 403(b) Retirement Plan · Sponsored by Copa Health, Inc. · Arizona · Healthcare & Social Assistance
$12M in assets, 1,021 participants
Copa Health, Inc.'s Copa Health 403(b) Retirement Plan reported $12M in total assets and 1,021 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,025 in Healthcare & Social Assistance (17,684 peers)
Copa Health, Inc. multi-year trail
Copa Health, Inc.'s plans moved +26.4% in assets from 2022 to 2024; this filing shows Copa Health 403(b) Retirement Plan at $12M / 1,021 participants.
- #12,025
- in Healthcare & Social Assistance (17,684 peers)
- +19.2%
- assets growth YoY
Copa Health 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Copa Health 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,009,444 Top 37% higher than 63% 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
Copa Health 403(b) 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. Copa Health 403(b) Retirement Plan lands in the large band (1,021 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Copa Health 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Copa Health 403(b) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Copa Health 403(b) Retirement Plan reported participants rose from 985 in the plan year 2022 filing to 1,021 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 844608444 · Copa Health, Inc. PY 2023 · 401(k)
Copa Health 403(b) Retirement Plan · $12M · 1,021 · 63rd
- ASSETS $12M
- ASSETS 1,021
- ASSETS 63rd
- ASSETS 401(k)
- ASSETS near Asyst Technologies Retirement Savings Plan
- ASSETS ind #12025
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 Arizona →
Copa Health 403(b) Retirement Plan in the asset neighbourhood
Copa Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Copa Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 26.40477984787875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 985 | $10M |
| 2023 | 1 | 1,021 | $12M |
| 2024 | 1 | 1,076 | $13M |
Copa Health, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 844608444 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Copa Health 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Asyst Technologies Retirement Savings Plan in WI ($12M); by covered participants it is Directed Account Plan in KS (1,021 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,021 participants); asset peers above are excluded.
- Directed Account Plan (KS) 1,021 · 0 off
- Bsi Group America, Inc. 401(k) Savings Plan (VA) 1,021 · 0 off
- Voestalpine Roll Forming Corporation 401(k) Savings Plan (KY) 1,021 · 0 off
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan (HI) 1,021 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.