Profit Sharing · DOL Form 5500 · 2023
Novus, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 386
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $35,767
- Avg per participant Low balance/head
Official DOL plan name: Novus, Inc. Coda Profit Sharing Plan · Sponsored by Novus, Inc. · Puerto Rico · Retail Trade
$14M in assets, 386 participants
Novus, Inc.'s Novus, Inc. Coda Profit Sharing Plan reported $14M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,420 in Retail Trade (8,414 peers)
Coverage in Puerto Rico
Novus, Inc. Coda Profit Sharing Plan covers 386 participants in Puerto Rico, 4.3x the typical Puerto Rico plan (state average ~89 per filing). Assets: $14M.
- #6,420
- in Retail Trade (8,414 peers)
- +19.2%
- assets growth YoY
Novus, Inc. Coda Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Novus, Inc. Coda Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,806,114 Top 35% higher than 65% 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
Novus, Inc. Coda Profit Sharing 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. Novus, Inc. Coda Profit Sharing Plan sits mid-pack in the medium band (386 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Novus, Inc. Coda Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Novus, Inc. Coda Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Novus, Inc. Coda Profit Sharing Plan reported participants rose from 346 in the plan year 2022 filing to 386 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 660366900 · Novus, Inc. PY 2023 · Profit Sharing
Novus, Inc. Coda Profit Sharing Plan · $14M · 386 · 65th
- EBSA $14M
- EBSA 386
- EBSA 65th
- EBSA Profit Sharing
- EBSA near Local No. 1 Retirement Savings Trust Fund
- EBSA ind #6420
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 Retail Trade retirement plans → · Plans in Puerto Rico →
Novus, Inc. Coda Profit Sharing Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 660366900 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Novus, Inc.)
Sponsor-wide plan assets over time
All Novus, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 41.284763612487204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 346 | $12M |
| 2023 | 1 | 386 | $14M |
| 2024 | 1 | 438 | $16M |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Novus, Inc. Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Local No. 1 Retirement Savings Trust Fund in IL ($14M); by covered participants it is Hawaiiusa Fcu Retirement Plan in HI (386 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.
- Hawaiiusa Fcu Retirement Plan (HI) 386 · 0 off
- Progress Foundation 403(b) Retirement Plan (CA) 386 · 0 off
- Doane University Defined Contribution Retirement Plan (NE) 387 · 1 off
- Van Wert County Hospital Profit Sharing Plan (OH) 387 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.