401(k) · DOL Form 5500 · 2023

Codefied Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
730
Participants Near avg headcount
63rd
Percentile by assets National rank
$16,855
Avg per participant Low balance/head
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Official DOL plan name: Housecall Pro 401(k) Plan · Sponsored by Codefied Inc. · Colorado · Professional & Technical Services

$12M in assets, 730 participants

Codefied Inc.'s Housecall Pro 401(k) Plan reported $12M in total assets and 730 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,637 in Professional & Technical Services (20,321 peers)

Codefied Inc. multi-year trail

Codefied Inc.'s plans moved +163.8% in assets from 2022 to 2024; this filing shows Housecall Pro 401(k) Plan at $12M / 730 participants.

#12,637
in Professional & Technical Services (20,321 peers)
+86.5%
assets growth YoY

Housecall Pro 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Housecall Pro 401(k) Plan vs every filed plan by assets

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

$12,304,409 Top 37% higher than 63% 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

Housecall Pro 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. Housecall Pro 401(k) Plan sits mid-pack in the medium band (730 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Housecall Pro 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Housecall Pro 401(k) Plan reported participants rose from 424 in the plan year 2022 filing to 730 in the plan year 2023 filing.
  • Housecall Pro 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462107962 · Codefied Inc. PY 2023 · 401(k)

Housecall Pro 401(k) Plan · $12M · 730 · 63rd

  • EBSA $12M
  • PART 730
  • TYPE 63rd
  • NET 401(k)
  • BOOK near Shetland Properties Employee Savings and Retirement Plan
  • VS-ST ind #12637

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 Colorado →

Housecall Pro 401(k) Plan in the asset neighbourhood

Profit Sharing & Savings Plan for Employees of Cranesville Block Co.,Profit Sharing & Savings Pla…$12MVisionquest National, Ltd. Ee 401(k) PlanVisionquest National, Ltd. E…$12MHousecall Pro 401(k) Plan$12MShetland Properties Employee Savings and Retirement PlanShetland Properties Employee…$12MYdsp Entertainment Dba Speaking Rock Entertainment Center 401(k) PlanYdsp Entertainment Dba Speak…$12M
End-of-year total assets ($M) among Housecall Pro 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Codefied Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Codefied Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 163.76137686156662% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.6M $17.4M ▲ +163.6%
Year Plans Participants Total Assets
2022 1 424 $7M
2023 1 730 $12M
2024 1 791 $17M

Codefied Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$6M
Employer EIN462107962
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Housecall Pro 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Housecall Pro 401(k) Plan, Total assets ($B): 0.012304409 · Participants: 730Housecall Pro 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Housecall Pro 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Housecall Pro 401(k) Plan side-by-side with 3 peers →

Housecall Pro 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Shetland Properties Employee Savings and Retirement Plan in MA ($12M); by covered participants it is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (730 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (730 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 Housecall Pro 401(k) Plan assets move in 2023? ▼
Housecall Pro 401(k) Plan surged - up 86.5% during 2023, from $7M to $12M. Reported net income was $6M.
How have Codefied Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Codefied Inc.'s sponsor-wide assets grew 163.8%, from $7M to $17M.
Which 401(k) plans are similar in size to Housecall Pro 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shetland Properties Employee Savings and Retirement Plan in MA ($12M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Housecall Pro 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kinze Manufacturing, Inc. 401(k) Profit Sharing Plan in IA (730 participants, $84M 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 462107962.

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.