Profit Sharing · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$10M
Total assets Small plan by assets
295
Participants Below avg headcount
58th
Percentile by assets National rank
$33,204
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

$10M in assets, 295 participants

Codac Health, Recovery & Wellness, Nc.'s Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported $10M in total assets and 295 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,276 in Healthcare & Social Assistance (17,684 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 $10M / 295 participants.

#11,276
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

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 2023 · DOL Form 5500

$9,795,034 Top 42% higher than 58% 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

Codac Health, Recovery & Wellness, Inc. 403(b) 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. Codac Health, Recovery & Wellness, Inc. 403(b) Plan sits mid-pack in the medium band (295 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported net income rose from -$972K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Codac Health, Recovery & Wellness, Inc. 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported participants rose from 287 in the plan year 2022 filing to 295 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237086112 · Codac Health, Recovery & Wellness, Nc. PY 2023 · Profit Sharing

Codac Health, Recovery & Wellness, Inc. 403(b) Plan · $10M · 295 · 58th

  • IND $10M
  • EOY 295
  • 5500 58th
  • ASSETS Profit Sharing
  • PCT near Rem Arms LLC 401(k) Plan
  • EIN ind #11276

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…$10MRem Arms LLC 401(k) Plan$10MDon Friday King, M.D., Inc. Profit Sharing PlanDon Friday King, M.D., Inc. …$10MOmnipure Filter Co. Inc. Profit Sharing PlanOmnipure Filter Co. Inc. Pro…$10MThe Thrift Plan of Goodwill Industries of Greater New York and Northern New Jersey, Inc.The Thrift Plan of Goodwill …$10M
End-of-year total assets ($M) among Codac Health, Recovery & Wellness, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
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. -5000500100015002000 0102030405060 Total assets ($M) Participants Codac Health, Recovery & Wellness, Inc. 403(b) Plan, Total assets ($M): 9.795034 · Participants: 295Codac Health, Recovery & Wellness, Inc. 403(b) PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center 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 Rem Arms LLC 401(k) Plan in GA ($10M); by covered participants it is Sunset Retirement Communities, Inc. Savings and Retirement Plan in OH (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Codac Health, Recovery & Wellness, Inc. 403(b) Plan assets move in 2023? ▼
Codac Health, Recovery & Wellness, Inc. 403(b) Plan grew at a solid clip - up 14.7% during 2023, from $9M to $10M. Reported net income was $1M.
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 Rem Arms LLC 401(k) Plan in GA ($10M, 435 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 Sunset Retirement Communities, Inc. Savings and Retirement Plan in OH (296 participants, $6M 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 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.