401(k) · DOL Form 5500 · 2023

Cdata Software, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 133
Participants Small participant base: 59th
Percentile by assets National rank: $76,020
Avg per participant Below avg balance/head

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Official DOL plan name: Cdata Software, Inc. 401(k) Plan · Sponsored by Cdata Software, Inc. · North Carolina · Information & Media

$10M in assets, 133 participants

Cdata Software, Inc.'s Cdata Software, Inc. 401(k) Plan reported $10M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#1,305 in Information & Media (2,818 peers)

Coverage in North Carolina

Cdata Software, Inc. 401(k) Plan covers 133 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#1,305
in Information & Media (2,818 peers): +56.9%
assets growth YoY

Cdata Software, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Cdata Software, Inc. 401(k) Plan vs every filed plan by assets

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

$10,110,657 Top 41% higher than 59% 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

Cdata Software, Inc. 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. Cdata Software, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 471860136 · Cdata Software, Inc. PY 2023 · 401(k)

Cdata Software, Inc. 401(k) Plan · $10M · 133 · 59th

EBSA $10M
PART 133
TYPE 59th
NET 401(k)
BOOK near Hutchison, Inc. 401(k) Retirement Savings Plan
VS-ST ind #1305

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 Information & Media retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Cdata Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$10M
Net Income	$4M
Employer EIN	471860136
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cdata Software, Inc.)

Latest sponsor-wide plan assets: $15M 46.744716985256254% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	133	$10M
2024	1	143	$15M

Nearby 401(k) Plans in North Carolina

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

Cdata Software, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Cdata Software, Inc. 401(k) Plan side-by-side with 3 peers →

Cdata Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Hutchison, Inc. 401(k) Retirement Savings Plan in CO ($10M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Hutchison, Inc. 401(k) Retirement Savings Plan (CO) $10M · 84
Champion Industries, Inc. 401(k) Plan (WV) $10M · 169
Bitzer Scroll, Inc. 401(k) Plan (NY) $10M · 130
Windward Consulting Group, Inc. 401(k) Plan (VA) $10M · 46

Similar participant headcount

Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.

Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust (CO) 133 · 0 off
Alta Cima Corp 401(k) Plan (AZ) 133 · 0 off
Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 133 · 0 off
Thomas Precision Machining, Inc. Employees' 401(k) Profit Sharing Plan & Trust (WI) 133 · 0 off

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 Cdata Software, Inc. 401(k) Plan assets move in 2023? ▼

Cdata Software, Inc. 401(k) Plan surged - up 56.9% during 2023, from $6M to $10M. Reported net income was $4M.

How have Cdata Software, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Cdata Software, Inc.'s sponsor-wide assets grew 46.7%, from $10M to $15M.

Which 401(k) plans are similar in size to Cdata Software, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hutchison, Inc. 401(k) Retirement Savings Plan in CO ($10M, 84 participants).

Which 401(k) plans cover a similar participant headcount to Cdata Software, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants, N/A 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 471860136.