Other · DOL Form 5500 · 2024

Copley Health Systems, Inc. Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
583
Participants Below avg headcount
84th
Percentile by assets National rank
$87,593
Avg per participant Below avg balance/head
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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.

  • #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.

#14,655
in Healthcare & Social Assistance (16,916 peers)
+8.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Copley Health Systems, Inc. 403(b) Retirement Plan's outsized position by total assets

Copley Health Systems, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$51,066,570 Top 16% higher than 84% 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

Copley Health Systems, Inc. 403(b) Retirement 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. Copley Health Systems, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (583 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030301457 · Copley Health Systems, Inc. PY 2024 · Other

Copley Health Systems, Inc. 403(b) Retirement Plan · $51M · 583 · 84th

  • EBSA $51M
  • EBSA 583
  • EBSA 84th
  • EBSA Other
  • EBSA near Columbia Memorial Hospital 403(b) Tax Deferred Annuity
  • EBSA ind #14655

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 Vermont →

Copley Health Systems, Inc. 403(b) Retirement Plan in the asset neighbourhood

Monadnock Community Hospital 403(b) Retirement PlanMonadnock Community Hospital…$51MColumbia Memorial Hospital 403(b) Tax Deferred AnnuityColumbia Memorial Hospital 4…$51MCopley Health Systems, Inc. 403(b) Retirement PlanCopley Health Systems, Inc. …$51MGift of Hope Organ & Tissue Donor Network 403(b) PlanGift of Hope Organ & Tissue …$51MCayuga Medical Associates 403(b) Savings PlanCayuga Medical Associates 40…$51M
End-of-year total assets ($M) among Copley Health Systems, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Vermont filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$51M
Net Income$4M
Employer EIN030301457
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Copley Health Systems, Inc.)

Sponsor-wide plan assets over time

All Copley Health Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 20.97382629976594% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.2M $51.1M ▲ +21.0%
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 Scatter plot of 6 data points. 0500100015002000 0100200300400 Total assets ($M) Participants Copley Health Systems, Inc. 403(b) Retirement Plan, Total assets ($M): 51.06657 · Participants: 583Copley Health Systems, Inc. 403(b) Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 311.834512 · Participants: 1028Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 175.751512 · Participants: 1061Norwich University Defined Contribution Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 116.482678 · Participants: 463Champlain College Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc. Retirement Plan
Copley Health Systems, Inc. 403(b) Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Copley Health Systems, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Copley Health Systems, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Columbia Memorial Hospital 403(b) Tax Deferred Annuity in OR ($51M); by covered participants it is Starbridge Services, Inc. 403(b) Plan in NY (583 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (583 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 Copley Health Systems, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Copley Health Systems, Inc. 403(b) Retirement Plan grew at a solid clip - up 8.0% during 2024, from $47M to $51M. Reported net income was $4M.
How have Copley Health Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Copley Health Systems, Inc.'s sponsor-wide assets grew 21.0%, from $42M to $51M.
Where does Copley Health Systems, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Copley Health Systems, Inc. 403(b) Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Copley Health Systems, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Columbia Memorial Hospital 403(b) Tax Deferred Annuity in OR ($51M, 711 participants).
Which Other plans cover a similar participant headcount to Copley Health Systems, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Starbridge Services, Inc. 403(b) Plan in NY (583 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030301457.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.