401(k)
2024 plan-year 401(k) DOL Form 5500

Cortica Behavioral Health 401(k) Profit Sharing Plan Trust

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

Sponsored by Cortica Behavioral Health Inc · California · Healthcare & Social Assistance

What the 2023 filing shows

Cortica Behavioral Health 401(k) Profit Sharing Plan Trust holds $17M for 1,674 participants — about $9,997 per participant, up 56.6% over the 2024 plan year.

$17M
total plan assets (2024 EOY)
1,674
covered participants
$9,997
avg assets per participant
+56.6%
assets growth YoY
Total Assets (2023)
$17M
Participants
1,674
State
Industry
Healthcare & Social Assistance

What the Filing Says About Cortica Behavioral Health 401(k) Profit Sharing Plan Trust

Cortica Behavioral Health 401(k) Profit Sharing Plan Trust is a 401(k) retirement plan sponsored by Cortica Behavioral Health Inc, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 1,674 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 822772623, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $17M at year-end — a gain of 56.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $6M 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)$11M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$6M
Plan Type401(k)
Employer EIN822772623
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cortica Behavioral Health Inc)

Year Plans Participants Total Assets
2022 1 646 $5M
2023 1 1,148 $11M
2024 1 1,674 $17M

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Frequently Asked Questions

How much money is in the Cortica Behavioral Health 401(k) Profit Sharing Plan Trust?
As of the 2024 Form 5500 filing, Cortica Behavioral Health 401(k) Profit Sharing Plan Trust holds $17M in total assets with 1,674 participants. It is sponsored by Cortica Behavioral Health Inc.
What type of plan is Cortica Behavioral Health 401(k) Profit Sharing Plan Trust?
Cortica Behavioral Health 401(k) Profit Sharing Plan Trust is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 822772623.
Who sponsors the Cortica Behavioral Health 401(k) Profit Sharing Plan Trust?
Cortica Behavioral Health 401(k) Profit Sharing Plan Trust is sponsored by Cortica Behavioral Health Inc, located in California. The sponsor's EIN is 822772623 and the plan operates in the Healthcare & Social Assistance industry.
How did Cortica Behavioral Health 401(k) Profit Sharing Plan Trust perform in 2024?
Cortica Behavioral Health 401(k) Profit Sharing Plan Trust grew by 56.6% during 2024, moving from $11M to $17M in total assets. Net income was $6M.
Where can I find official filings for Cortica Behavioral Health 401(k) Profit Sharing Plan Trust?
Official Form 5500 filings for Cortica Behavioral Health 401(k) Profit Sharing Plan Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 822772623 or plan name at efast.dol.gov.
How does Cortica Behavioral Health 401(k) Profit Sharing Plan Trust compare to other plans?
You can compare Cortica Behavioral Health 401(k) Profit Sharing Plan Trust against other 401(k) plans on the plan type page, or view plans in California 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 822772623.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.