Other · DOL Form 5500 · 2024
Cope Community Services, Inc. Retirement Plan
Data updated 2026-08-11
- $20M
- Total assets
- 397
- Participants
- 70th
- Percentile by assets
- $49,851
- Avg per participant
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.
- 70th percentile by assets (of 123,622 plans)
- #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.
- $20M
- total plan assets (2024 EOY)
- 397
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $49,851
- avg assets per participant
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.
Cope Community Services, Inc. across 3 plan years on file
Across the 3 plan years Cope Community Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $20M, a gain of 50.1%, while reported participants moved from 404 to 397 (-1.7%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($13M).
Cope Community Services, Inc. multi-year asset trail
| 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.
Cope Retirement 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cope Retirement 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Cope Retirement 403(b) Plan assets move in 2024? ▼
How have Cope Community Services, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to Cope Retirement 403(b) Plan? ▼
Next read for Cope Retirement 403(b) Plan
Multi-year trail
Ways to act on Cope Retirement 403(b) Plan's numbers.
- By total assets, Cope Retirement 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
- Cope Community Services, Inc.'s sponsor-wide assets have grown 50.1% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans