How big is The Cooper Clinic, a Professional Assoc.'s plan?

The Cooper Clinic, a Professional Assoc.'s plan reported $38.7M in assets and 208 participants for 2024.

Original filing (PDF)20250926114922NAL0010096304001

The Cooper Clinic, a Professional Assoc.

Name: The Cooper Clinic, a Professional Assoc. — Form 5500 Plan 001 (2024)
Creator: The Cooper Clinic, a Professional Assoc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Cooper Clinic, a Professional Association 401(k) Plan

401(k) retirement plan · The Cooper Clinic, a Professional Assoc.'s The Cooper Clinic, a Professional Association 401(k) Plan held $38.7M in plan assets for 208 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

38% employer stockHigh average account balance

Active participants

208

Accounts w/ balance

217

Plan assets (EOY)

$38.7M

Net assets (EOY)

$38.7M

Plan identifiers

The Cooper Clinic, a Professional Assoc.'s EIN is 75-1457989.

EIN 75-1457989

Plan number 001

Plan year 2024

ACK ID 20250926114922NAL0010096304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Cooper Clinic, a Professional Assoc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Cooper Clinic, a Professional Assoc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (85th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

THE COOPER CLINIC, A PROFESSIONAL ASSOC.

EIN

all filings

Address

12200 PRESTON RD · DALLAS, TX · 75230

Phone

(972) 239-7223

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$68K	—

Investments

39 direct securities · 1 pooled fund· $71.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$33.7M

1 holding

Mutual Funds

$15.4M

24 holdings

Common Stocks

$14.6M

12 holdings

Guaranteed Income / GIC

$4.3M

1 holding

Common Collective Trusts

$3.5M

1 holding

Pooled Separate Accounts

$232K

1 holding

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$33.7M	87.0%
* The Standard Insurance Company Guaranteed Interest Fund, crediting rate of 3.23%	Guaranteed Income / GIC	—	—	$4.3M	11.2%
Standard Insurance Company Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$3.5M	9.0%
Standard Insurance Company Harbor Capital Appreciation	Common Stocks	—	—	$3.3M	8.5%
Standard Insurance Company JP Morgan Large Cap Growth	Common Stocks	—	—	$2.6M	6.8%
Standard Insurance Company JPMorgan US Equity R6	Common Stocks	—	—	$2.5M	6.5%
Standard Insurance Company Hartford International Opportunity	Common Stocks	—	—	$2.5M	6.4%
Standard Insurance Company Dodge and Cox Index	Mutual Funds	—	—	$2.5M	6.4%
Standard Insurance Company Vanguard Wellington Admiral	Mutual Funds	—	—	$2.3M	6.0%
Standard Insurance Company Vanguard Windsor II Admiral	Mutual Funds	—	—	$2.1M	5.5%
Standard Insurance Company Voya Small Cap Growth I	Common Stocks	—	—	$1.1M	2.8%
Standard Insurance Company JPMorgan Mid Cap Growth R5	Common Stocks	—	—	$1.1M	2.7%
Standard Insurance Company Vanguard Growth Index ADM	Mutual Funds	—	—	$1000K	2.6%
Standard Insurance Company MFS Intl Diversification R6	Mutual Funds	—	—	$990K	2.6%
Standard Insurance Company American Funds 2035 Tgt Ret R6	Mutual Funds	—	—	$917K	2.4%
Standard Insurance Company T Rowe Price Mid-Cap Growth	Mutual Funds	—	—	$882K	2.3%
Standard Insurance Company Wells Fargo Spec MDCPVAL Ins	Common Stocks	—	—	$660K	1.7%
Standard Insurance Company American Funds 2045 Tgt Ret R6	Mutual Funds	—	—	$626K	1.6%
Standard Insurance Company Vanguard Extd Mkt Index ADM	Mutual Funds	—	—	$496K	1.3%
Standard Insurance Company American Funds 2040 Tgt Ret R6	Mutual Funds	—	—	$441K	1.1%
Standard Insurance Company American Funds 2025 Tgt Ret R6	Mutual Funds	—	—	$435K	1.1%
Standard Insurance Company American Funds 2030 Tgt Ret R6	Mutual Funds	—	—	$368K	0.9%
Standard Insurance Company Janus Global Life Sciences I	Mutual Funds	—	—	$365K	0.9%
Standard Insurance Company DFA US Targeted Value I	Mutual Funds	—	—	$341K	0.9%
Standard Insurance Company Fidelity Small CAP index	Mutual Funds	—	—	$327K	0.8%
Standard Insurance Company American Funds 2015 Tgt Ret R6	Mutual Funds	—	—	$322K	0.8%
Standard Insurance Company PGIM Global Total Return R6	Common Stocks	—	—	$296K	0.8%
Standard Insurance Company Carillon Eagle MC Growth R6	Common Stocks	—	—	$283K	0.7%
Standard Insurance Company MFS Mid Cap Value R6	Mutual Funds	—	—	$281K	0.7%
Standard Insurance Company MFS Value R6	Mutual Funds	—	—	$257K	0.7%
s * Standard Insurance Company Vanguard Infl-Prot Sec Admiral	Pooled Separate Accounts	—	—	$232K	0.6%
Standard Insurance Company JPMORGAN Equity Income R6	Common Stocks	—	—	$206K	0.5%
Standard Insurance Company Vanguard Life Strategy Cons	Mutual Funds	—	—	$149K	0.4%
Standard Insurance Company American Funds 2055 Tgt Ret R6	Mutual Funds	—	—	$134K	0.3%
Standard Insurance Company American Funds 2050 Tgt Ret R6	Mutual Funds	—	—	$76K	0.2%
Standard Insurance Company Columbia Mid Cap Value R4	Common Stocks	—	—	$69K	0.2%
Standard Insurance Company Prudential High Yield S	Common Stocks	—	—	$46K	0.1%
Standard Insurance Company American Funds 2060 Tgt Ret R6	Mutual Funds	—	—	$20K	<0.1%
Standard Insurance Company American Funds 2065 Tgt Ret R6	Mutual Funds	—	—	$12K	<0.1%
Standard Insurance Company American Funds 2020 Tgt Ret R6	Mutual Funds	—	—	$1K	<0.1%