Other · DOL Form 5500 · 2022

Codac, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
168
Participants Small participant base
29th
Percentile by assets National rank
$8,599
Avg per participant Low balance/head
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Official DOL plan name: Codac, Inc. 403(b) Plan · Sponsored by Codac, Inc. · Rhode Island · Healthcare & Social Assistance

$1M in assets, 168 participants

Codac, Inc.'s Codac, Inc. 403(b) Plan reported $1M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,646 in Healthcare & Social Assistance (20,060 peers)

Coverage in Rhode Island

Codac, Inc. 403(b) Plan covers 168 participants in Rhode Island, about 12% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $1M.

#5,646
in Healthcare & Social Assistance (20,060 peers)
-31.4%
assets change YoY

The plan reported a net loss of $662K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Codac, Inc. 403(b) Plan among the smaller filed plans by assets

Codac, Inc. 403(b) Plan vs every filed plan by assets

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

$1,444,620 29th percentile higher than 29% 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

Codac, Inc. 403(b) 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. Codac, Inc. 403(b) Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 050414696 · Codac, Inc. PY 2022 · Other

Codac, Inc. 403(b) Plan · $1M · 168 · 29th

  • RANK $1M
  • RANK 168
  • RANK 29th
  • RANK Other
  • RANK near North, Inc. Employee Savings Plan
  • RANK ind #5646

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 Rhode Island →

Codac, Inc. 403(b) Plan in the asset neighbourhood

Codac, Inc. 403(b) Plan$1MNorth, Inc. Employee Savings PlanNorth, Inc. Employee Savings…$1MOpportunity Builders Inc. 403(b) Tax Deferred Annuity PlanOpportunity Builders Inc. 40…$1M403(b) Thrift Plan of All Well-Being Services403(b) Thrift Plan of All We…$1MSection 403(b) Retirement Plan for Parkview Home of Freeport, Illinois, Inc.Section 403(b) Retirement Pl…$1M
End-of-year total assets ($M) among Codac, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$662K
Employer EIN050414696
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Codac, Inc.)

Sponsor-wide plan assets over time

All Codac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$870K 60.948627994911696% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $2.23M $0.87M ▼ -61.0%
Year Plans Participants Total Assets
2022 2 285 $2M
2023 1 122 $828K
2024 1 134 $870K

Nearby Other Plans in Rhode Island

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

Codac, Inc. 403(b) Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Codac, Inc. 403(b) Plan, Total assets ($B): 0.00144462 · Participants: 168Codac, Inc. 403(b) PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.301355502 · Participants: 1283Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.025724455 · Participants: 10171Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.657188413 · Participants: 4906Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.316364623 · Participants: 949Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.296581858 · Participants: 1769Roger Williams University Retirement Plan
Codac, Inc. 403(b) Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare Codac, Inc. 403(b) Plan side-by-side with 3 peers →

Codac, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is North, Inc. Employee Savings Plan in PA ($1M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Codac, Inc. 403(b) Plan assets move in 2022? ▼
Codac, Inc. 403(b) Plan contracted severely - down 31.4% during 2022, from $2M to $1M. Reported net income was -$662K.
How have Codac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Codac, Inc.'s sponsor-wide assets declined 60.9%, from $2M to $870K.
Which Other plans are similar in size to Codac, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is North, Inc. Employee Savings Plan in PA ($1M, 180 participants).
Which Other plans cover a similar participant headcount to Codac, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Windward School Defined Contribution Retirement Plan in CA (168 participants, $37M 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 050414696.

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.