Other · DOL Form 5500 · 2024
Copley Health Systems, Inc. Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 583
- Participants
- 84th
- Percentile by assets
- $87,593
- Avg per participant
Official DOL plan name: Copley Health Systems, Inc. 403(b) Retirement Plan · Sponsored by Copley Health Systems, Inc. · Vermont · Healthcare & Social Assistance
$51M in assets, 583 participants
Copley Health Systems, Inc.'s Copley Health Systems, Inc. 403(b) Retirement Plan reported $51M in total assets and 583 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 123,622 plans)
- #14,655 in Healthcare & Social Assistance (16,916 peers)
Coverage in Vermont
Copley Health Systems, Inc. 403(b) Retirement Plan covers 583 participants in Vermont, 2.4x the typical Vermont plan (state average ~245 per filing). Assets: $51M.
- $51M
- total plan assets (2024 EOY)
- 583
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $87,593
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Copley Health Systems, Inc. 403(b) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Copley Health Systems, Inc. 403(b) Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Copley Health Systems, Inc. 403(b) Retirement Plan reported participants fell from 590 in the plan year 2023 filing to 583 in the plan year 2024 filing.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Copley Health Systems, Inc. 403(b) Retirement Plan reports 583 participants - 2.4x that state average ($51M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $4M |
| Employer EIN | 030301457 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Copley Health Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 562 | $42M |
| 2023 | 1 | 590 | $47M |
| 2024 | 1 | 583 | $51M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
Copley Health Systems, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Similar-Sized Other Plans Nationally
Other plans in other states closest to Copley Health Systems, Inc. 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Copley Health Systems, Inc. 403(b) Retirement Plan's numbers.
- By total assets, Copley Health Systems, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Vermont. Compare plans
- Copley Health Systems, Inc.'s sponsor-wide assets have grown 21.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans