My Plan Facts

Employers › New Jersey

Employer · plans filed under one EIN

The Cooper Health System

Camden, NJ · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.30Bnet assets across plans
52,230participant records18,542 active
$25.3Memployer contributions, latest plan years$1,363 per active record
$1.1MSchedule C compensation to organisations$20.70 per participant record

2 retirement plans with 100 or more participants file Form 5500 under The Cooper Health System's employer identification number (Camden, New Jersey). Their latest filings total 52,230 participant records and $1.30B in net assets.

The largest is The Cooper Health System 403(b) Plan, a 403(b) plan with 42,580 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $25.3M and participant contributions $67.1M in the latest plan years; benefits paid were $71.0M. Schedule C compensation reported to service provider organisations totalled $1.1M.

Combined net assets moved from $147M in 2009 to $1.30B in 2024 (up 784%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Cooper Health System 403(b) Plan403(b) plan202442,580$944M$22,169—$889K
Cooper Health System, Inc. Defined Contribution Retirement Planprofit-sharing plan20249,650$359M$37,227$3,075$192K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $147M2010: $240M2011: $251M2012: $299M2013: $369M2014: $408M2015: $429M2016: $483M2017: $595M2018: $582M2019: $729M2020: $882M2021: $1.04B2022: $889M2023: $1.10B2024: $1.30B$147M$1.30B20092012201620202024
Combined net assets
2009: 5,8172010: 14,8652011: 15,8472012: 15,2172013: 15,5792014: 16,2752015: 17,6412016: 19,0772017: 22,0162018: 20,2852019: 25,1922020: 18,5692021: 54,9692022: 54,9692023: 57,9752024: 52,2305,81757,97552,23020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024252,230$1.30B$25.3M$67.1M
2023257,975$1.10B$21.8M$60.8M
2022254,969$889M$19.8M$54.4M
2021254,969$1.04B$18.0M$47.0M
2020218,569$882M$16.6M$41.0M
2019225,192$729M$15.8M$37.9M
2018220,285$582M$14.6M$34.6M
2017222,016$595M$13.6M$31.2M
2016219,077$483M$12.4M$29.0M
2015217,641$429M$12.0M$27.0M
2014216,275$408M$10.8M$23.6M
2013215,579$369M$10.8M$22.4M
2012215,217$299M$10.0M$20.7M
2011215,847$251M$9.4M$19.6M
2010214,865$240M$9.0M$19.2M
200915,817$147M$0$18.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing2$858,014
Newport Capital GroupInvestment advisory (plan)2$223,012

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$858K
Newport Capital Group$223K

Questions and answers

How many retirement plans does The Cooper Health System have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Cooper Health System 403(b) Plan and Cooper Health System, Inc. Defined Contribution Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does The Cooper Health System contribute to its plans?

$25,273,590 in employer contributions across these plans in their latest plan years, about $1,363 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional and Newport Capital Group. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.