Profit Sharing · DOL Form 5500 · 2022

Codac Health, Recovery & Wellness, Nc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
287
Participants Below avg headcount
62nd
Percentile by assets National rank
$29,766
Avg per participant Low balance/head
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Official DOL plan name: Codac Health, Recovery & Wellness, Inc. 403(b) Plan · Sponsored by Codac Health, Recovery & Wellness, Nc. · Arizona · Healthcare & Social Assistance

$9M in assets, 287 participants

Codac Health, Recovery & Wellness, Nc.'s Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported $9M in total assets and 287 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #13,524 in Healthcare & Social Assistance (20,060 peers)

Codac Health, Recovery & Wellness, Nc. multi-year trail

Codac Health, Recovery & Wellness, Nc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Codac Health, Recovery & Wellness, Inc. 403(b) Plan at $9M / 287 participants.

#13,524
in Healthcare & Social Assistance (20,060 peers)
-10.2%
assets change YoY

The plan reported a net loss of $972K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Codac Health, Recovery & Wellness, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Codac Health, Recovery & Wellness, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,542,734 Top 38% higher than 62% of 139,123 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 2022

Codac Health, Recovery & Wellness, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Codac Health, Recovery & Wellness, Inc. 403(b) Plan sits mid-pack in the medium band (287 participants).

DOL schedule card

Filing strip 237086112 · Codac Health, Recovery & Wellness, Nc. PY 2022 · Profit Sharing

Codac Health, Recovery & Wellness, Inc. 403(b) Plan · $9M · 287 · 62nd

  • TYPE $9M
  • TYPE 287
  • TYPE 62nd
  • TYPE Profit Sharing
  • TYPE near Berkshire Partners LLC Administrative Staff Profit Sharing Plan
  • TYPE ind #13524

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 Arizona →

Codac Health, Recovery & Wellness, Inc. 403(b) Plan in the asset neighbourhood

Codac Health, Recovery & Wellness, Inc. 403(b) PlanCodac Health, Recovery & Wel…$9MBerkshire Partners LLC Administrative Staff Profit Sharing PlanBerkshire Partners LLC Admin…$9MKykenkee 401(k) Plan$9MLambda Legal Retirement Benefit PlanLambda Legal Retirement Bene…$9MFarmers State Bank of Parkston Profit-Sharing PlanFarmers State Bank of Parkst…$9M
End-of-year total assets ($M) among Codac Health, Recovery & Wellness, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Codac Health, Recovery & Wellness, Nc. multi-year asset trail

Sponsor-wide plan assets over time

All Codac Health, Recovery & Wellness, Nc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.27457813856782% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.54M $11M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 287 $9M
2023 1 295 $10M
2024 1 318 $11M

Codac Health, Recovery & Wellness, Nc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$972K
Employer EIN237086112
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Codac Health, Recovery & Wellness, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -2000200400600800 020406080 Total assets ($M) Participants Codac Health, Recovery & Wellness, Inc. 403(b) Plan, Total assets ($M): 8.542734 · Participants: 287Codac Health, Recovery & Wellness, Inc. 403(b) PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 71.833209 · Participants: 558Kitchell Affiliates Employees' Profit Sharing PlanBurch & Cracchiolo, P.a. Restated Profit Sharing Plan, Total assets ($M): 39.588445 · Participants: 61Burch & Cracchiolo, P.a. Restated Profit Sharing PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 25.614438 · Participants: 28M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 24.278248 · Participants: 627Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 19.351983 · Participants: 171Center for Biological Diversity 403(b) DC Plan
Codac Health, Recovery & Wellness, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants
Compare Codac Health, Recovery & Wellness, Inc. 403(b) Plan side-by-side with 3 peers →

Codac Health, Recovery & Wellness, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Berkshire Partners LLC Administrative Staff Profit Sharing Plan in MA ($9M); by covered participants it is Lexington Christian Academy, Inc. 403(b) Retirement Savings Plan in KY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Codac Health, Recovery & Wellness, Inc. 403(b) Plan assets move in 2022? ▼
Codac Health, Recovery & Wellness, Inc. 403(b) Plan pulled back noticeably - down 10.2% during 2022, from $10M to $9M. Reported net income was -$972K.
How have Codac Health, Recovery & Wellness, Nc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Codac Health, Recovery & Wellness, Nc.'s sponsor-wide assets grew 28.3%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Codac Health, Recovery & Wellness, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Berkshire Partners LLC Administrative Staff Profit Sharing Plan in MA ($9M, 83 participants).
Which Profit Sharing plans cover a similar participant headcount to Codac Health, Recovery & Wellness, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lexington Christian Academy, Inc. 403(b) Retirement Savings Plan in KY (287 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237086112.

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.