401(k) · DOL Form 5500 · 2023

Cottonwood Healthcare, LLC. 401(k) Plan

Data updated 2026-08-25

$747K
Total assets Small plan by assets
254
Participants Below avg headcount
21st
Percentile by assets National rank
$2,940
Avg per participant Low balance/head
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Official DOL plan name: Cottonwood Healthcare, LLC. Retirement Plan · Sponsored by Cottonwood Healthcare, LLC. · Utah · Healthcare & Social Assistance

$747K in assets, 254 participants

Cottonwood Healthcare, LLC.'s Cottonwood Healthcare, LLC. Retirement Plan reported $747K in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,948 in Healthcare & Social Assistance (17,684 peers)

Coverage in Utah

Cottonwood Healthcare, LLC. Retirement Plan covers 254 participants in Utah, about 43% of the average Utah filer (state average ~592 per filing). Assets: $747K.

#2,948
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Cottonwood Healthcare, LLC. Retirement Plan among the smaller filed plans by assets

Cottonwood Healthcare, LLC. Retirement Plan vs every filed plan by assets

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

$746,704 21st percentile higher than 21% 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 Healthcare, LLC. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cottonwood Healthcare, LLC. Retirement Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cottonwood Healthcare, LLC. Retirement Plan end-of-year assets rose from $651K in the plan year 2022 filing to $747K in the plan year 2023 filing.
  • Cottonwood Healthcare, LLC. Retirement Plan reported net income fell from $95K in the plan year 2022 filing to $81K in the plan year 2023 filing.
  • Cottonwood Healthcare, LLC. Retirement Plan reported participants rose from 222 in the plan year 2022 filing to 254 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 811395533 · Cottonwood Healthcare, LLC. PY 2023 · 401(k)

Cottonwood Healthcare, LLC. Retirement Plan · $747K · 254 · 21st

  • 5500 $747K
  • 5500 254
  • 5500 21st
  • 5500 401(k)
  • 5500 near Aztec Landscaping Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #2948

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 Healthcare, LLC. Retirement Plan in the asset neighbourhood

Cottonwood Healthcare, LLC. Retirement PlanCottonwood Healthcare, LLC. …$747KAztec Landscaping Inc 401(k) Profit Sharing Plan & TrustAztec Landscaping Inc 401(k)…$746KAbam Services, LLC 401(k) PlanAbam Services, LLC 401(k) Pl…$747KHyper Networks LLC 401 K Plan$747KTake Control Inc. 401(k) Plan$746K
End-of-year total assets ($M) among Cottonwood Healthcare, LLC. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$651K
Net Assets (End of Year)$732K
Net Income$81K
Employer EIN811395533
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cottonwood Healthcare, LLC.)

Sponsor-wide plan assets over time

All Cottonwood Healthcare, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$747K 14.766479821833947% vs 2022
2023 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 20222023 $0.65M $0.75M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 222 $651K
2023 1 254 $747K

Nearby 401(k) Plans in Utah

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

Cottonwood Healthcare, LLC. Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cottonwood Healthcare, LLC. Retirement Plan, Total assets ($B): 0.000746704 · Participants: 254Cottonwood Healthcare, LLC. Retirement 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 Healthcare, LLC. Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Cottonwood Healthcare, LLC. Retirement Plan side-by-side with 3 peers →

Cottonwood Healthcare, LLC. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Aztec Landscaping Inc 401(k) Profit Sharing Plan & Trust in CA ($746K); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($747K here).

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Healthcare, LLC. Retirement Plan assets move in 2023? ▼
Cottonwood Healthcare, LLC. Retirement Plan grew at a solid clip - up 14.8% during 2023, from $651K to $747K. Reported net income was $81K.
How have Cottonwood Healthcare, LLC. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cottonwood Healthcare, LLC.'s sponsor-wide assets grew 14.8%, from $651K to $747K.
Where does Cottonwood Healthcare, LLC. Retirement Plan rank by assets among Form 5500 filers? ▼
Cottonwood Healthcare, LLC. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cottonwood Healthcare, LLC. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aztec Landscaping Inc 401(k) Profit Sharing Plan & Trust in CA ($746K, 323 participants).
Which 401(k) plans cover a similar participant headcount to Cottonwood Healthcare, LLC. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (254 participants, $2M 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 811395533.

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.