401(k) · DOL Form 5500 · 2023

Cudlipp & Cudlipp, P.a. 401(k) Plan

Data updated 2026-08-25

$808K
Total assets Small plan by assets
3
Participants Small participant base
22nd
Percentile by assets National rank
$269,481
Avg per participant High balance/head
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Official DOL plan name: Cudlipp & Cudlipp, P.a. 401(k) Plan · Sponsored by Cudlipp & Cudlipp, P.a. · Florida · Other Services

$808K in assets, 3 participants

Cudlipp & Cudlipp, P.a.'s Cudlipp & Cudlipp, P.a. 401(k) Plan reported $808K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,571 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Cudlipp & Cudlipp, P.a. 401(k) Plan ranks #3,571 of 7,857 2023 filers by assets (2483% of the sector average)-$808K for 3 participants.

#3,571
in Other Services (7,857 peers)
+9.5%
assets growth YoY

Cudlipp & Cudlipp, P.a. 401(k) Plan among the smaller filed plans by assets

Cudlipp & Cudlipp, P.a. 401(k) Plan vs every filed plan by assets

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

$808,442 22nd percentile higher than 22% 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

Cudlipp & Cudlipp, P.a. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cudlipp & Cudlipp, P.a. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cudlipp & Cudlipp, P.a. 401(k) Plan reported net income rose from -$74K in the plan year 2022 filing to $70K in the plan year 2023 filing.
  • Cudlipp & Cudlipp, P.a. 401(k) Plan end-of-year assets rose from $738K in the plan year 2022 filing to $808K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 651057976 · Cudlipp & Cudlipp, P.a. PY 2023 · 401(k)

Cudlipp & Cudlipp, P.a. 401(k) Plan · $808K · 3 · 22nd

  • EBSA $808K
  • EBSA 3
  • EBSA 22nd
  • EBSA 401(k)
  • EBSA near Mountain River Development Corp. 401(k) Profit Sharing Plan
  • EBSA ind #3571

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 Other Services retirement plans → · Plans in Florida →

Cudlipp & Cudlipp, P.a. 401(k) Plan in the asset neighbourhood

Cudlipp & Cudlipp, P.a. 401(k) PlanCudlipp & Cudlipp, P.a. 401(…$808KMountain River Development Corp. 401(k) Profit Sharing PlanMountain River Development C…$808KB&e Oil Svcs, Inc. Vip Plus 401(k) PlanB&e Oil Svcs, Inc. Vip Plus …$808KRet Marine Inc. 401(k) Plan$809KKnight Island Management 401(k) PlanKnight Island Management 401…$808K
End-of-year total assets ($M) among Cudlipp & Cudlipp, P.a. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$738K
Net Assets (End of Year)$808K
Net Income$70K
Employer EIN651057976
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cudlipp & Cudlipp, P.a.)

Sponsor-wide plan assets over time

All Cudlipp & Cudlipp, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$843K 14.197986718139186% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M 202220232024 $0.74M $0.84M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 3 $738K
2023 1 3 $808K
2024 1 3 $843K

Nearby 401(k) Plans in Florida

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

Cudlipp & Cudlipp, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cudlipp & Cudlipp, P.a. 401(k) Plan, Total assets ($B): 0.000808442 · Participants: 3Cudlipp & Cudlipp, P.a. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Cudlipp & Cudlipp, P.a. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cudlipp & Cudlipp, P.a. 401(k) Plan side-by-side with 3 peers →

Cudlipp & Cudlipp, P.a. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Mountain River Development Corp. 401(k) Profit Sharing Plan in CO ($808K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($808K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Cudlipp & Cudlipp, P.a. 401(k) Plan assets move in 2023? ▼
Cudlipp & Cudlipp, P.a. 401(k) Plan grew at a solid clip - up 9.5% during 2023, from $738K to $808K. Reported net income was $70K.
How have Cudlipp & Cudlipp, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cudlipp & Cudlipp, P.a.'s sponsor-wide assets grew 14.2%, from $738K to $843K.
Where does Cudlipp & Cudlipp, P.a. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cudlipp & Cudlipp, P.a. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cudlipp & Cudlipp, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mountain River Development Corp. 401(k) Profit Sharing Plan in CO ($808K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Cudlipp & Cudlipp, P.a. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 651057976.

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.