401(k)
2023 plan-year 401(k) DOL Form 5500

COTIVITI SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

COTIVITI INTERMEDIATE HOLDING CORP.

This 401(k) plan holds $369M in total assets and serves 4,608 participants as of 2023. It is sponsored by COTIVITI INTERMEDIATE HOLDING CORP. in Utah. The plan reported positive net income of $76M for the year.

Total Assets (2023)
$369M
Participants
4,608
State
Industry
Professional & Technical Services

What the Filing Says About COTIVITI SAVINGS PLAN

COTIVITI SAVINGS PLAN is a 401(k) retirement plan sponsored by COTIVITI INTERMEDIATE HOLDING CORP., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $369M in total end-of-year assets and covers 4,608 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 812545074, and the plan has been effective since 2016-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $293M at the beginning of 2023 to $369M at year-end — a gain of 26.1%. Net assets (after liabilities) closed the year at $369M, with reported net income of $76M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$293M
Total Assets (End of Year)$369M
Net Assets (End of Year)$369M
Net Income$76M
Plan Type401(k)
Employer EIN812545074
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (COTIVITI INTERMEDIATE HOLDING CORP.)

Year Plans Participants Total Assets
2022 1 4,550 $293M
2023 1 4,608 $369M
2024 1 4,674 $448M

Nearby 401(k) Plans in Utah

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Frequently Asked Questions

How much money is in the COTIVITI SAVINGS PLAN?
As of the 2023 Form 5500 filing, COTIVITI SAVINGS PLAN holds $369M in total assets with 4,608 participants. It is sponsored by COTIVITI INTERMEDIATE HOLDING CORP..
What type of plan is COTIVITI SAVINGS PLAN?
COTIVITI SAVINGS PLAN is a 401(k) plan. It has been effective since 2016-07-01. The plan is filed with the U.S. Department of Labor under EIN 812545074.
Who sponsors the COTIVITI SAVINGS PLAN?
COTIVITI SAVINGS PLAN is sponsored by COTIVITI INTERMEDIATE HOLDING CORP., located in Utah. The sponsor's EIN is 812545074 and the plan operates in the Professional & Technical Services industry.
How did COTIVITI SAVINGS PLAN perform in 2023?
COTIVITI SAVINGS PLAN grew by 26.1% during 2023, moving from $293M to $369M in total assets. Net income was $76M.
Where can I find official filings for COTIVITI SAVINGS PLAN?
Official Form 5500 filings for COTIVITI SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 812545074 or plan name at efast.dol.gov.
How does COTIVITI SAVINGS PLAN compare to other plans?
You can compare COTIVITI SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 812545074.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.