CDI 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
CUSTOMIZED DISTRIBUTION, LLC
This 401(k) plan holds $1M in total assets and serves 166 participants as of 2022. It is sponsored by CUSTOMIZED DISTRIBUTION, LLC in Florida. The plan reported a net loss of $180K for the year.
What the Filing Says About CDI 401(K) PLAN
CDI 401(K) PLAN is a 401(k) retirement plan sponsored by CUSTOMIZED DISTRIBUTION, LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 166 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 582526654, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $1M at the beginning of 2022 to $1M at year-end — a decline of 12.8%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-180,048 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.
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) | $1M |
| Total Assets (End of Year) | $1M |
| Net Assets (End of Year) | $1M |
| Net Income | $-180,048 |
| Plan Type | 401(k) |
| 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 $15.4B · 40,665
- PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST $11.8B · 141,229
- SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC $11.3B · 50,817
- ADP TOTALSOURCE RETIREMENT SAVINGS PLAN $8.0B · 308,867
- TRINET 401K PLAN $7.0B · 157,945
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the CDI 401(K) PLAN? ▼
What type of plan is CDI 401(K) PLAN? ▼
Who sponsors the CDI 401(K) PLAN? ▼
How did CDI 401(K) PLAN perform in 2022? ▼
Where can I find official filings for CDI 401(K) PLAN? ▼
How does CDI 401(K) PLAN compare to other plans? ▼
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 582526654.
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.
Read our methodology — how this data is sourced, computed, and verified.