Profit Sharing · DOL Form 5500 · 2024

Cooperriis, Inc Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
204
Participants Below avg headcount
37th
Percentile by assets National rank
$18,543
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

$4M in assets, 204 participants

Cooperriis, Inc's Cooperriis, Inc. 403(b) Plan reported $4M in total assets and 204 participants in its 2024 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.

  • #6,557 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Cooperriis, Inc. 403(b) Plan covers 204 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#6,557
in Healthcare & Social Assistance (16,916 peers)
+15.9%
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 2024 · DOL Form 5500

$3,782,865 37th percentile higher than 37% of 123,620 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 2024

Cooperriis, Inc. 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. Cooperriis, Inc. 403(b) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cooperriis, Inc. 403(b) Plan reported net income fell from $672K in the plan year 2023 filing to $519K in the plan year 2024 filing.
  • Cooperriis, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Cooperriis, Inc. 403(b) Plan reported participants rose from 193 in the plan year 2023 filing to 204 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 562195372 · Cooperriis, Inc PY 2024 · Profit Sharing

Cooperriis, Inc. 403(b) Plan · $4M · 204 · 37th

  • PCT $4M
  • EIN 204
  • RANK 37th
  • PHOTO Profit Sharing
  • IND near Francine Piatt Miller Dds Profit Sharing Plan
  • EOY ind #6557

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

The George R. Brown Partnership Retirement PlanThe George R. Brown Partners…$4MLoberg & Loberg Profit Sharing PlanLoberg & Loberg Profit Shari…$4MCooperriis, Inc. 403(b) Plan$4MFrancine Piatt Miller Dds Profit Sharing PlanFrancine Piatt Miller Dds Pr…$4MMetropolitan Neurological Consultants, P.C. Profit Sharing PlanMetropolitan Neurological Co…$4M
End-of-year total assets ($M) among Cooperriis, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$519K
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 -10123 Total assets ($B) Participants Cooperriis, Inc. 403(b) Plan, Total assets ($B): 0.003782865 · Participants: 204Cooperriis, Inc. 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Cooperriis, Inc. 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

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 Francine Piatt Miller Dds Profit Sharing Plan in OH ($4M); by covered participants it is R.D.M. Electric Co., Inc. Profit Sharing Plan in CA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024?
Cooperriis, Inc. 403(b) Plan grew sharply - up 15.9% during 2024, from $3M to $4M. Reported net income was $519K.
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 Francine Piatt Miller Dds Profit Sharing Plan in OH ($4M, 3 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 R.D.M. Electric Co., Inc. Profit Sharing Plan in CA (204 participants, $30M in assets).