Profit Sharing · DOL Form 5500 · 2023
Codac Health, Recovery & Wellness, Nc. Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 295
- Participants
- 58th
- Percentile by assets
- $33,204
- 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
$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.
- 58th percentile by assets (of 127,072 plans)
- #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.
- $10M
- total plan assets (2023 EOY)
- 295
- covered participants
- 58th
- percentile by assets (of 127,072 plans)
- $33,204
- avg assets per participant
Where Codac Health, Recovery & Wellness, Inc. 403(b) Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
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 (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 237086112 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING 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
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Codac Health, Recovery & Wellness, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Codac Health, Recovery & Wellness, Inc. 403(b) Plan assets move in 2023? ▼
How have Codac Health, Recovery & Wellness, Nc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Codac Health, Recovery & Wellness, Inc. 403(b) Plan? ▼
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