Other
2022 plan-year Other DOL Form 5500

Common Thread Collective Employee Stock Ownership Plan

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

Sponsored by Common Thread Collective, Inc. · Florida · Professional & Technical Services

What the 2023 filing shows

Common Thread Collective Employee Stock Ownership Plan holds $3M for 134 participants — about $18,803 per participant, down 5.0% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
134
covered participants
$18,803
avg assets per participant
-5.0%
assets change YoY
Total Assets (2023)
$3M
Participants
134
State
Industry
Professional & Technical Services

What the Filing Says About Common Thread Collective Employee Stock Ownership Plan

Common Thread Collective Employee Stock Ownership Plan is a Other retirement plan sponsored by Common Thread Collective, Inc., headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 134 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 364809528, and the plan has been effective since 2021-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2022 to $3M at year-end — a decline of 5.0%. Net assets (after liabilities) closed the year at $406K, with reported net income of $749K 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)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$406K
Net Income$749K
Plan TypeOther
Employer EIN364809528
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Common Thread Collective, Inc.)

Year Plans Participants Total Assets
2022 2 258 $5M
2023 2 146 $5M
2024 2 98 $3M

Nearby Other Plans in Florida

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Common Thread Collective Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Common Thread Collective Employee Stock Ownership Plan holds $3M in total assets with 134 participants. It is sponsored by Common Thread Collective, Inc..
What type of plan is Common Thread Collective Employee Stock Ownership Plan?
Common Thread Collective Employee Stock Ownership Plan is a Other plan. It has been effective since 2021-01-01. The plan is filed with the U.S. Department of Labor under EIN 364809528.
Who sponsors the Common Thread Collective Employee Stock Ownership Plan?
Common Thread Collective Employee Stock Ownership Plan is sponsored by Common Thread Collective, Inc., located in Florida. The sponsor's EIN is 364809528 and the plan operates in the Professional & Technical Services industry.
How did Common Thread Collective Employee Stock Ownership Plan perform in 2022?
Common Thread Collective Employee Stock Ownership Plan declined by 5.0% during 2022, moving from $3M to $3M in total assets. Net income was $749K.
Where can I find official filings for Common Thread Collective Employee Stock Ownership Plan?
Official Form 5500 filings for Common Thread Collective Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364809528 or plan name at efast.dol.gov.
How does Common Thread Collective Employee Stock Ownership Plan compare to other plans?
You can compare Common Thread Collective Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Florida 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 364809528.

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.