Other · DOL Form 5500 · 2023

Codman Square Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
303
Participants Below avg headcount
66th
Percentile by assets National rank
$47,241
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

$14M in assets, 303 participants

Codman Square Health Center, Inc.'s Codman Square Health Center 403(b) Pension Plan reported $14M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,615 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Codman Square Health Center 403(b) Pension Plan covers 303 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#12,615
in Healthcare & Social Assistance (17,684 peers)
+21.3%
assets growth YoY

Codman Square Health Center 403(b) Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,314,021 Top 34% higher than 66% of 127,068 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 2023

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

Plan-year 2023 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 (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Codman Square Health Center 403(b) Pension Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Codman Square Health Center 403(b) Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042678774 · Codman Square Health Center, Inc. PY 2023 · Other

Codman Square Health Center 403(b) Pension Plan · $14M · 303 · 66th

  • RANK $14M
  • PHOTO 303
  • IND 66th
  • EOY Other
  • 5500 near Cold Spring Harbor Laboratory Frozen 403(b) Plan
  • ASSETS ind #12615

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 …$14MCold Spring Harbor Laboratory Frozen 403(b) PlanCold Spring Harbor Laborator…$14MUnited States Naval Academy Alumni Association 403(b)United States Naval Academy …$14MEmployee Benefit Plan of Indiana Legal Services, Inc.Employee Benefit Plan of Ind…$14MJewish Social Service Agency 403(b) PlanJewish Social Service Agency…$14M
End-of-year total assets ($M) among Codman Square Health Center 403(b) Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN042678774
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Codman Square Health Center, Inc.)

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

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 -20246 Total assets ($B) Participants Codman Square Health Center 403(b) Pension Plan, Total assets ($B): 0.014314021 · Participants: 303Codman Square Health Center 403(b) Pension PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement 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 Cold Spring Harbor Laboratory Frozen 403(b) Plan in NY ($14M); by covered participants it is Welcome House Inc. 403b Plan in OH (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Codman Square Health Center 403(b) Pension Plan grew sharply - up 21.3% during 2023, from $12M to $14M. Reported net income was $3M.
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 Cold Spring Harbor Laboratory Frozen 403(b) Plan in NY ($14M, 28 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 Welcome House Inc. 403b Plan in OH (303 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.