401(k) · DOL Form 5500 · 2023

Coda, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
178
Participants Small participant base
45th
Percentile by assets National rank
$28,480
Avg per participant Low balance/head
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Official DOL plan name: Coda, Inc. 401(k) Plan · Sponsored by Coda, Inc. · Oregon · Professional & Technical Services

$5M in assets, 178 participants

Coda, Inc.'s Coda, Inc. 401(k) Plan reported $5M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,639 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Coda, Inc. 401(k) Plan covers 178 participants in Oregon, about 40% of the average Oregon filer (state average ~443 per filing). Assets: $5M.

#8,639
in Professional & Technical Services (20,321 peers)
+27.6%
assets growth YoY

Coda, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$5,069,424 45th percentile higher than 45% 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

Coda, 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. Coda, Inc. 401(k) Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coda, Inc. 401(k) Plan reported net income rose from -$415K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Coda, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Coda, Inc. 401(k) Plan reported participants rose from 163 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 930176860 · Coda, Inc. PY 2023 · 401(k)

Coda, Inc. 401(k) Plan · $5M · 178 · 45th

  • PHOTO $5M
  • PHOTO 178
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota
  • PHOTO ind #8639

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 Oregon →

Coda, Inc. 401(k) Plan in the asset neighbourhood

Coda, Inc. 401(k) Plan$5MEmployee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart ToyotaEmployee Benefit Plan of Ste…$5MAfiniti 401(k) Plan$5MCarpenter, Petersen & Associates, Cpa's an Accountancy Corporation 401(k) Savings PlanCarpenter, Petersen & Associ…$5MPivotal Housing Partners LLC 401(k) Retirement Savings PlanPivotal Housing Partners LLC…$5M
End-of-year total assets ($M) among Coda, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN930176860
Plan Effective Date2005-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Coda, Inc.)

Sponsor-wide plan assets over time

All Coda, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 54.54458269250616% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.97M $6.14M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 163 $4M
2023 1 178 $5M
2024 1 204 $6M

Nearby 401(k) Plans in Oregon

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

Coda, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Coda, Inc. 401(k) Plan, Total assets ($B): 0.005069424 · Participants: 178Coda, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Coda, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Coda, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($5M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Coda, Inc. 401(k) Plan assets move in 2023? ▼
Coda, Inc. 401(k) Plan grew sharply - up 27.6% during 2023, from $4M to $5M. Reported net income was $1M.
How have Coda, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coda, Inc.'s sponsor-wide assets grew 54.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Coda, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($5M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Coda, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 930176860.

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.