Plan Ledger DOL Form 5500 · updated monthly

The Cooper Health System403(b)

THE COOPER HEALTH SYSTEM 403(B) PLAN · CAMDEN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.10%

The Cooper Health System reported $910,901 in plan administrative expenses for 2024: 0.10% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.10%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 74th-largest of 2,419 plans among New Jersey employers on file, and the 200th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$943,966,049
Participants with balances12,928
Active participants10,323
Employer contributions—
Employee contributions$67,102,729
Employer contribution per active participant—
Average account balance$73,017
Benefits paid to participants$58,993,204
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$944.0M · 12,928 accts
2023$798.9M · 12,285 accts
2022$640.1M · 11,191 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,944
Total administrative$910,901
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$734,030
NEWPORT CAPITAL GROUP · Investment advisory (plan)$155,336

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$910,901 · 0.10%
2023$842,553 · 0.12%
2022$848,676 · 0.12%
All plans at this employer2
COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
THE COOPER HEALTH SYSTEM 403(B) PLAN403(b)
Similar plansHealth Care & Social Assistance · New Jersey
Virtua Health NJ$1.2B · 0.06%
The Valley Hospital NJ$1.1B · 0.04%
Capital Health System, Inc. NJ$450.0M · 0.16%
Advocare, LLC NJ$418.8M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 210634462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.