401(k) · DOL Form 5500 · 2023
Centerstate Corporation for Economic Opportunity 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $67,895
- Avg per participant Below avg balance/head
Official DOL plan name: Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing · Sponsored by Centerstate Corporation for Economic Opportunity · New York · Professional & Technical Services
$14M in assets, 205 participants
Centerstate Corporation for Economic Opportunity's Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing reported $14M in total assets and 205 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #13,198 in Professional & Technical Services (20,321 peers)
Coverage in New York
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing covers 205 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $14M.
- #13,198
- in Professional & Technical Services (20,321 peers)
- +18.5%
- assets growth YoY
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing's mid-pack asset rank among Professional & Technical Services and all filers
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,918,446 Top 34% higher than 66% 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
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing 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. Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing sits mid-pack in the medium band (205 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing reported participants rose from 95 in the plan year 2022 filing to 205 in the plan year 2023 filing.
- Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 272620882 · Centerstate Corporation for Economic Opportunity PY 2023 · 401(k)
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing · $14M · 205 · 66th
- 5500 $14M
- 5500 205
- 5500 66th
- 5500 401(k)
- 5500 near Zoho Corporation 401(k) Profit Sharing Plan
- 5500 ind #13198
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 New York →
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 272620882 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Centerstate Corporation for Economic Opportunity)
Sponsor-wide plan assets over time
All Centerstate Corporation for Economic Opportunity plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 11.634259647503693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $12M |
| 2023 | 1 | 205 | $14M |
| 2024 | 1 | 93 | $13M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Zoho Corporation 401(k) Profit Sharing Plan in CA ($14M); by covered participants it is Healthstar Physicians 401(k) & Profit Sharing Plan in AR (205 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 (205 participants); asset peers above are excluded.
- Healthstar Physicians 401(k) & Profit Sharing Plan (AR) 205 · 0 off
- Dan Williams Company 401(k) Plan (TX) 205 · 0 off
- Lafrance Corp Cash or Deferred Profit Sharing Plan (PA) 205 · 0 off
- Nappi Distributors, Inc. 401(k) Plan (ME) 205 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.