401(k) · DOL Form 5500 · 2023

Codeworks, L.L.C 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
123
Participants Small participant base
54th
Percentile by assets National rank
$64,397
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Codeworks, LLC 401(k) Retirement Savings Plan · Sponsored by Codeworks, L.L.C · Wisconsin · Professional & Technical Services

$8M in assets, 123 participants

Codeworks, L.L.C's Codeworks, LLC 401(k) Retirement Savings Plan reported $8M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,575 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Codeworks, LLC 401(k) Retirement Savings Plan covers 123 participants in Wisconsin, about 22% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#10,575
in Professional & Technical Services (20,321 peers)
+8.2%
assets growth YoY

Codeworks, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Codeworks, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$7,920,803 Top 46% higher than 54% 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

Codeworks, LLC 401(k) Retirement Savings 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. Codeworks, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Codeworks, LLC 401(k) Retirement Savings Plan reported net income rose from -$512K in the plan year 2022 filing to $599K in the plan year 2023 filing.
  • Codeworks, LLC 401(k) Retirement Savings Plan reported participants fell from 168 in the plan year 2022 filing to 123 in the plan year 2023 filing.
  • Codeworks, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831427700 · Codeworks, L.L.C PY 2023 · 401(k)

Codeworks, LLC 401(k) Retirement Savings Plan · $8M · 123 · 54th

  • VS-ST $8M
  • BOY 123
  • SCH 54th
  • EBSA 401(k)
  • PART near Ghertner & Company 401(k) Profit Sharing Plan
  • TYPE ind #10575

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Codeworks, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Codeworks, LLC 401(k) Retirement Savings PlanCodeworks, LLC 401(k) Retire…$8MGhertner & Company 401(k) Profit Sharing PlanGhertner & Company 401(k) Pr…$8MWahoo Fitness Retirement TrustWahoo Fitness Retirement Tru…$8MUnited Service Companies 401(k) PlanUnited Service Companies 401…$8MJewish Federation of Southern New Jersey 401(k) PlanJewish Federation of Souther…$8M
End-of-year total assets ($M) among Codeworks, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$599K
Employer EIN831427700
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Codeworks, L.L.C)

Sponsor-wide plan assets over time

All Codeworks, L.L.C plans reported in each filing year

Latest sponsor-wide plan assets
$9M 18.255866122455668% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.32M $8.66M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 168 $7M
2023 1 123 $8M
2024 1 111 $9M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Codeworks, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Codeworks, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.007920803 · Participants: 123Codeworks, LLC 401(k) Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Codeworks, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Codeworks, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Ghertner & Company 401(k) Profit Sharing Plan in TN ($8M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Codeworks, LLC 401(k) Retirement Savings Plan assets move in 2023?
Codeworks, LLC 401(k) Retirement Savings Plan grew at a solid clip - up 8.2% during 2023, from $7M to $8M. Reported net income was $599K.
How have Codeworks, L.L.C plan assets changed over time?
Across 3 plan years on file (2022-2024), Codeworks, L.L.C's sponsor-wide assets grew 18.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Codeworks, LLC 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Ghertner & Company 401(k) Profit Sharing Plan in TN ($8M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Codeworks, LLC 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).