Other · DOL Form 5500 · 2024
Cope Community Services, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 397
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $49,851
- Avg per participant Low balance/head
Official DOL plan name: Cope Retirement 403(b) Plan · Sponsored by Cope Community Services, Inc. · Arizona · Healthcare & Social Assistance
$20M in assets, 397 participants
Cope Community Services, Inc.'s Cope Retirement 403(b) Plan reported $20M in total assets and 397 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #12,621 in Healthcare & Social Assistance (16,916 peers)
Cope Community Services, Inc. multi-year trail
Cope Community Services, Inc.'s plans moved +50.1% in assets from 2022 to 2024; this filing shows Cope Retirement 403(b) Plan at $20M / 397 participants.
- #12,621
- in Healthcare & Social Assistance (16,916 peers)
- +18.5%
- assets growth YoY
Cope Retirement 403(b) Plan's outsized position by total assets
Cope Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,790,662 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cope Retirement 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cope Retirement 403(b) Plan sits mid-pack in the medium band (397 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cope Retirement 403(b) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Cope Retirement 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860363717 · Cope Community Services, Inc. PY 2024 · Other
Cope Retirement 403(b) Plan · $20M · 397 · 70th
- IND $20M
- IND 397
- IND 70th
- IND Other
- IND near Manson Western, LLC 401(k) Profit Sharing Plan
- IND ind #12621
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 →
Cope Retirement 403(b) Plan in the asset neighbourhood
Cope Community Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cope Community Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 50.0630751862134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 404 | $13M |
| 2023 | 1 | 401 | $17M |
| 2024 | 1 | 397 | $20M |
Cope Community Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 860363717 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Cope Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Manson Western, LLC 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Eckerd College Defined Contribution Retirement Plan in FL (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Eckerd College Defined Contribution Retirement Plan (FL) 397 · 0 off
- Horace Mann School Retirement and Savings Plan (NY) 397 · 0 off
- Jawonio, Inc. 403(b)Thrift Plan (NY) 397 · 0 off
- Palmer College of Chiropractic 403(b) Plan (IA) 396 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.