Other · DOL Form 5500 · 2024
The Cooper Health System Retirement Plan
Data updated 2026-08-25
- $944M
- Total assets Above avg plan size
- 8,416
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $112,163
- Avg per participant Below avg balance/head
Official DOL plan name: The Cooper Health System 403(b) Plan · Sponsored by The Cooper Health System · New Jersey · Healthcare & Social Assistance
$944M in assets, 8,416 participants
The Cooper Health System's The Cooper Health System 403(b) Plan reported $944M in total assets and 8,416 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #16,658 in Healthcare & Social Assistance (16,916 peers)
Coverage in New Jersey
The Cooper Health System 403(b) Plan covers 8,416 participants in New Jersey, 10.0x the typical New Jersey plan (state average ~844 per filing). Assets: $944M.
- #16,658
- in Healthcare & Social Assistance (16,916 peers)
- +18.2%
- assets growth YoY
- 9.5×
- vs typical plan assets (national mean)
The Cooper Health System 403(b) Plan's outsized position by total assets
The Cooper Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$943,966,049 Top 2% higher than 98% 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
The Cooper Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cooper Health System 403(b) Plan lands in the large band (8,416 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cooper Health System 403(b) Plan end-of-year assets rose from $799M in the plan year 2023 filing to $944M in the plan year 2024 filing.
- The Cooper Health System 403(b) Plan reported participants fell from 9,570 in the plan year 2023 filing to 8,416 in the plan year 2024 filing.
- The Cooper Health System 403(b) Plan reported net income fell from $159M in the plan year 2023 filing to $145M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 210634462 · The Cooper Health System PY 2024 · Other
The Cooper Health System 403(b) Plan · $944M · 8,416 · 98th
- PART $944M
- TYPE 8,416
- NET 98th
- BOOK Other
- VS-ST near Prisma Health 401(a) Plan
- BOY ind #16658
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 New Jersey →
The Cooper Health System 403(b) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $799M |
|---|---|
| Net Assets (End of Year) | $944M |
| Net Income | $145M |
| Employer EIN | 210634462 |
| Plan Effective Date | 2005-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cooper Health System)
Sponsor-wide plan assets over time
All The Cooper Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 31.553316073829983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 16,751 | $991M |
| 2023 | 3 | 16,709 | $1.1B |
| 2024 | 2 | 15,624 | $1.3B |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Scale composition for The Cooper Health System 403(b) Plan
The Cooper Health System 403(b) Plan reports $944M in end-of-year assets across 8,416 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $112,163 per participant (81% of the national average assets-per-participant) . Net income for plan year 2024 was $145M.
This plan identity (EIN 210634462, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $640M to $944M (+47.5%) while covered participants moved from 9,570 to 8,416 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,570 | $640M | Open filing |
| 2023 | 9,570 | $799M | Open filing |
| 2024 · index core | 8,416 | $944M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Cooper Health System, Inc. Defined Contribution Retirement Plan (Profit Sharing, $359M, 7,208 participants)
The Cooper Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Prisma Health 401(a) Plan in SC ($939M); by covered participants it is Accra Care 403(b) Plan in MN (8,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($944M here).
- Prisma Health 401(a) Plan (SC) $939M · 29,196
- Childrens Hospitals and Clinics Matched Savings Plan (MN) $938M · 5,750
- Cape Cod Healthcare 403(b) Partnership Plan (MA) $929M · 4,851
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (NY) $929M · 5,353
Similar participant headcount
Nearest other-state filings by covered participants (8,416 participants); asset peers above are excluded.
- Accra Care 403(b) Plan (MN) 8,399 · 17 off
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) 8,469 · 53 off
- Munson 403(b) Plan (MI) 8,308 · 108 off
- Caltech Voluntary Retirement Plan (CA) 8,554 · 138 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.