Profit Sharing · DOL Form 5500 · 2024
Codac Health, Recovery & Wellness, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 318
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $34,460
- Avg per participant Low balance/head
Official DOL plan name: Codac Health, Recovery & Wellness, Inc. 403(b) Plan · Sponsored by Codac Health, Recovery & Wellness, Inc. · Arizona · Healthcare & Social Assistance
$11M in assets, 318 participants
Codac Health, Recovery & Wellness, Inc.'s Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported $11M in total assets and 318 participants in its 2024 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.
- #10,671 in Healthcare & Social Assistance (16,916 peers)
Codac Health, Recovery & Wellness, Inc. multi-year trail
Codac Health, Recovery & Wellness, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows Codac Health, Recovery & Wellness, Inc. 403(b) Plan at $11M / 318 participants.
- #10,671
- in Healthcare & Social Assistance (16,916 peers)
- +11.9%
- 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 2024 · DOL Form 5500
$10,958,156 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Codac Health, Recovery & Wellness, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (318 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Codac Health, Recovery & Wellness, Inc. 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported participants rose from 295 in the plan year 2023 filing to 318 in the plan year 2024 filing.
- Codac Health, Recovery & Wellness, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 237086112 · Codac Health, Recovery & Wellness, Inc. PY 2024 · Profit Sharing
Codac Health, Recovery & Wellness, Inc. 403(b) Plan · $11M · 318 · 58th
- RANK $11M
- RANK 318
- RANK 58th
- RANK Profit Sharing
- RANK near CVS Health Puerto Rico Savings Plan
- RANK ind #10671
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. multi-year asset trail
Sponsor-wide plan assets over time
All Codac Health, Recovery & Wellness, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 28.27457813856782% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 287 | $9M |
| 2023 | 1 | 295 | $10M |
| 2024 | 1 | 318 | $11M |
Codac Health, Recovery & Wellness, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| 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.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
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 CVS Health Puerto Rico Savings Plan in RI ($11M); by covered participants it is Central National Gottesman Inc Profit Sharing Plan in NY (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.