Other · DOL Form 5500 · 2022

Codman Square Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
364
Participants Below avg headcount
68th
Percentile by assets National rank
$32,406
Avg per participant Low balance/head
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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.

  • #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.

#14,703
in Healthcare & Social Assistance (20,060 peers)
+3.3%
assets growth YoY

Codman Square Health Center 403(b) Pension Plan's outsized position by total assets

Codman Square Health Center 403(b) Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,795,887 Top 32% higher than 68% of 139,123 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 2022

Codman Square Health Center 403(b) Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Codman Square Health Center 403(b) Pension Plan sits mid-pack in the medium band (364 participants).

EBSA filing schedule strip

Filing strip 042678774 · Codman Square Health Center, Inc. PY 2022 · Other

Codman Square Health Center 403(b) Pension Plan · $12M · 364 · 68th

  • PCT $12M
  • PCT 364
  • PCT 68th
  • PCT Other
  • PCT near Lift 403b Plan
  • PCT ind #14703

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 Massachusetts →

Codman Square Health Center 403(b) Pension Plan in the asset neighbourhood

Codman Square Health Center 403(b) Pension PlanCodman Square Health Center …$12MLift 403b Plan$12MAbramson Center for Jewish Life 403(b) Tax Deferred Annuity PlanAbramson Center for Jewish L…$12MJawonio, Inc. 403(b) Thrift PlanJawonio, Inc. 403(b) Thrift …$12MSt. Christopher's Inc. Pension Benefit PlanSt. Christopher's Inc. Pensi…$12M
End-of-year total assets ($M) among Codman Square Health Center 403(b) Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Codman Square Health Center, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Codman Square Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 24.580073574262627% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $25.7M $19.4M ▼ -24.6%
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 EIN042678774
Plan Effective Date1991-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Codman Square Health Center 403(b) Pension Plan, Total assets ($B): 0.011795887 · Participants: 364Codman Square Health Center 403(b) Pension PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Codman Square Health Center 403(b) Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Codman Square Health Center 403(b) Pension Plan side-by-side with 3 peers →

Codman Square Health Center 403(b) Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Lift 403b Plan in OK ($12M); by covered participants it is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Codman Square Health Center 403(b) Pension Plan assets move in 2022? ▼
Codman Square Health Center 403(b) Pension Plan edged up modestly - up 3.3% during 2022, from $11M to $12M. Reported net income was $378K.
How have Codman Square Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Codman Square Health Center, Inc.'s sponsor-wide assets declined 24.6%, from $26M to $19M.
Which Other plans are similar in size to Codman Square Health Center 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by assets is Lift 403b Plan in OK ($12M, 329 participants).
Which Other plans cover a similar participant headcount to Codman Square Health Center 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan in NH (364 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042678774.

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.