Other · DOL Form 5500 · 2022
Codman Square Health Center, Inc. Retirement Plan
Data updated 2026-08-11
- $12M
- Total assets
- 364
- Participants
- 68th
- Percentile by assets
- $32,406
- Avg per participant
Official DOL plan name: Codman Square Health Center 403(b) Pension Plan · Sponsored by Codman Square Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$12M in assets, 364 participants
Codman Square Health Center, Inc.'s Codman Square Health Center 403(b) Pension Plan reported $12M in total assets and 364 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- 68th percentile by assets (of 139,126 plans)
- #14,703 in Healthcare & Social Assistance (20,060 peers)
Codman Square Health Center, Inc. multi-year trail
Codman Square Health Center, Inc.'s plans moved -24.6% in assets from 2022 to 2024; this filing shows Codman Square Health Center 403(b) Pension Plan at $12M / 364 participants.
- $12M
- total plan assets (2022 EOY)
- 364
- covered participants
- 68th
- percentile by assets (of 139,126 plans)
- $32,406
- avg assets per participant
Codman Square Health Center, Inc. across 3 plan years on file
Across the 3 plan years Codman Square Health Center, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $26M to $19M, a decline of 24.6%, while reported participants moved from 669 to 322 (-51.9%). Peak year by sponsor assets: 2023 ($33M); trough: 2024 ($19M).
Codman Square Health Center, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 669 | $26M |
| 2023 | 2 | 598 | $33M |
| 2024 | 1 | 322 | $19M |
Codman Square Health Center, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $378K |
| Employer EIN | 042678774 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Codman Square Health Center 403(b) Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Codman Square Health Center 403(b) Pension Plan by total assets, not by location.
- Lift 403b Plan (OK) $12M · 329
- Abramson Center for Jewish Life 403(b) Tax Deferred Annuity Plan (PA) $12M · 318
- Jawonio, Inc. 403(b) Thrift Plan (NY) $12M · 501
- St. Christopher's Inc. Pension Benefit Plan (NY) $12M · 238
Frequently Asked Questions
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Multi-year trail
Ways to act on Codman Square Health Center 403(b) Pension Plan's numbers.
- By total assets, Codman Square Health Center 403(b) Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Codman Square Health Center, Inc.'s sponsor-wide assets have declined 24.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans