401(k) · DOL Form 5500 · 2023
Coda Resources Ltd 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $111,680
- Avg per participant Below avg balance/head
Official DOL plan name: Coda Resources Ltd. 401(k) Plan · Sponsored by Coda Resources Ltd · New Jersey · Wholesale Trade
$15M in assets, 138 participants
Coda Resources Ltd's Coda Resources Ltd. 401(k) Plan reported $15M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #3,950 in Wholesale Trade (6,309 peers)
Coverage in New Jersey
Coda Resources Ltd. 401(k) Plan covers 138 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.
- #3,950
- in Wholesale Trade (6,309 peers)
- +24.6%
- assets growth YoY
Coda Resources Ltd. 401(k) Plan's outsized position by total assets
Coda Resources Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,411,881 Top 32% higher than 68% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Coda Resources Ltd. 401(k) 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. Coda Resources Ltd. 401(k) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Coda Resources Ltd. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Coda Resources Ltd. 401(k) Plan reported participants rose from 103 in the plan year 2022 filing to 138 in the plan year 2023 filing.
- Coda Resources Ltd. 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131974671 · Coda Resources Ltd PY 2023 · 401(k)
Coda Resources Ltd. 401(k) Plan · $15M · 138 · 68th
- PART $15M
- TYPE 138
- NET 68th
- BOOK 401(k)
- VS-ST near Integrated Specialty Coverages, LLC 401(k) Plan
- BOY ind #3950
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 New Jersey →
Coda Resources Ltd. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 131974671 |
| Plan Effective Date | 1999-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coda Resources Ltd)
Sponsor-wide plan assets over time
All Coda Resources Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 48.46790306952957% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $12M |
| 2023 | 1 | 138 | $15M |
| 2024 | 1 | 127 | $18M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Coda Resources Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Integrated Specialty Coverages, LLC 401(k) Plan in CA ($15M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Pmt Group, Inc. Profit Sharing 401(k) Plan (CT) 138 · 0 off
- Continental Floral 401(k) Plan (WA) 138 · 0 off
- Shaw Electric, Inc. Retirement Savings Plan (IA) 138 · 0 off
- Warco Retirement Plan (NC) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.