401(k) · DOL Form 5500 · 2023

Cottonwood Ob/Gyn 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
34
Participants Small participant base
52nd
Percentile by assets National rank
$220,964
Avg per participant Above avg balance/head
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Official DOL plan name: Cottonwood Ob/Gyn Profit Sharing Plan · Sponsored by Cottonwood Ob/Gyn · Utah · Healthcare & Social Assistance

$8M in assets, 34 participants

Cottonwood Ob/Gyn's Cottonwood Ob/Gyn Profit Sharing Plan reported $8M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,232 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Cottonwood Ob/Gyn Profit Sharing Plan declined sharply 16.6% in 2023 ($9M → $8M) for 34 participants.

#10,232
in Healthcare & Social Assistance (17,684 peers)
-16.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cottonwood Ob/Gyn Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cottonwood Ob/Gyn Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,512,769 Top 48% higher than 52% of 127,068 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 2023

Cottonwood Ob/Gyn Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cottonwood Ob/Gyn Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cottonwood Ob/Gyn Profit Sharing Plan reported net income fell from -$1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Cottonwood Ob/Gyn Profit Sharing Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cottonwood Ob/Gyn Profit Sharing Plan reported participants fell from 39 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870374206 · Cottonwood Ob/Gyn PY 2023 · 401(k)

Cottonwood Ob/Gyn Profit Sharing Plan · $8M · 34 · 52nd

  • PART $8M
  • TYPE 34
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near Fyzical, LLC 401(k) Profit Sharing Plan
  • BOY ind #10232

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 Utah →

Cottonwood Ob/Gyn Profit Sharing Plan in the asset neighbourhood

Cottonwood Ob/Gyn Profit Sharing PlanCottonwood Ob/Gyn Profit Sha…$8MFyzical, LLC 401(k) Profit Sharing PlanFyzical, LLC 401(k) Profit S…$8MCentury Mechanical Contractors, Inc. Employee's 401(k) PlanCentury Mechanical Contracto…$8MCanva US, Inc. 401(k) Plan$8MSisters of St. Francis Employees' Retirement PlanSisters of St. Francis Emplo…$8M
End-of-year total assets ($M) among Cottonwood Ob/Gyn Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cottonwood Ob/Gyn years around the 2023 move

Sponsor-wide plan assets over time

All Cottonwood Ob/Gyn plans reported in each filing year

Latest sponsor-wide plan assets
$9M 5.022473427256737% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $9.01M $9.47M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 34 $8M
2024 1 38 $9M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN870374206
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cottonwood Ob/Gyn Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cottonwood Ob/Gyn Profit Sharing Plan, Total assets ($B): 0.007512769 · Participants: 34Cottonwood Ob/Gyn Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Cottonwood Ob/Gyn Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cottonwood Ob/Gyn Profit Sharing Plan side-by-side with 3 peers →

Cottonwood Ob/Gyn Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Fyzical, LLC 401(k) Profit Sharing Plan in FL ($8M); by covered participants it is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cottonwood Ob/Gyn Profit Sharing Plan assets move in 2023? ▼
Cottonwood Ob/Gyn Profit Sharing Plan declined sharply - down 16.6% during 2023, from $9M to $8M. Reported net income was -$2M.
How have Cottonwood Ob/Gyn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cottonwood Ob/Gyn's sponsor-wide assets grew 5.0%, from $9M to $9M.
Which 401(k) plans are similar in size to Cottonwood Ob/Gyn Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fyzical, LLC 401(k) Profit Sharing Plan in FL ($8M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Cottonwood Ob/Gyn Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trumbull Campbell Associates, Inc. 401(k) Plan in MA (34 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870374206.

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.