Profit Sharing · DOL Form 5500 · 2022
Codac Health, Recovery & Wellness, Nc. Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 287
- Participants
- 62nd
- Percentile by assets
- $29,766
- Avg per participant
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.
- 62nd percentile by assets (of 139,126 plans)
- #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.
- $9M
- total plan assets (2022 EOY)
- 287
- covered participants
- 62nd
- percentile by assets (of 139,126 plans)
- $29,766
- avg assets per participant
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, Nc. across 3 plan years on file
Across the 3 plan years Codac Health, Recovery & Wellness, Nc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $11M, a gain of 28.3%, while reported participants moved from 287 to 318 (+10.8%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($9M).
Codac Health, Recovery & Wellness, Nc. multi-year asset trail
| 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 EIN | 237086112 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
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Frequently Asked Questions
How did Codac Health, Recovery & Wellness, Inc. 403(b) Plan assets move in 2022? ▼
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Next read for Codac Health, Recovery & Wellness, Inc. …
Multi-year trail
Ways to act on Codac Health, Recovery & Wellness, Inc. 403(b) Plan's numbers.
- By total assets, Codac Health, Recovery & Wellness, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Arizona. Compare plans
- Codac Health, Recovery & Wellness, Nc.'s sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans