401(k) · DOL Form 5500 · 2022
Customized Distribution, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $7,400
- Avg per participant Low balance/head
Official DOL plan name: Cdi 401(k) Plan · Sponsored by Customized Distribution, LLC · Florida · Wholesale Trade
$1M in assets, 166 participants
Customized Distribution, LLC's Cdi 401(k) Plan reported $1M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.
- #1,089 in Wholesale Trade (6,843 peers)
Coverage in Florida
Cdi 401(k) Plan covers 166 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $1M.
- #1,089
- in Wholesale Trade (6,843 peers)
- -12.8%
- assets change YoY
The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cdi 401(k) Plan among the smaller filed plans by assets
Cdi 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,228,414 27th percentile higher than 27% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Cdi 401(k) 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. Cdi 401(k) Plan sits mid-pack in the medium band (166 participants).
Plan-year Form 5500 strip
Filing strip 582526654 · Customized Distribution, LLC PY 2022 · 401(k)
Cdi 401(k) Plan · $1M · 166 · 27th
- 5500 $1M
- ASSETS 166
- PCT 27th
- EIN 401(k)
- RANK near Bob Roberts & Company, Inc. Retirement Plan
- PHOTO ind #1089
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 Wholesale Trade retirement plans → · Plans in Florida →
Cdi 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$180K |
| Employer EIN | 582526654 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Cdi 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Bob Roberts & Company, Inc. Retirement Plan in AL ($1M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 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.