Other · DOL Form 5500 · 2022
Codman Square Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $45,537
- Avg per participant Low balance/head
Official DOL plan name: Codman Square Health Center 403(b) Pension Plan · Sponsored by Codman Square Health Center, Inc. · Massachusetts · Healthcare & Social Assistance
$14M in assets, 305 participants
Codman Square Health Center, Inc.'s Codman Square Health Center 403(b) Pension Plan reported $14M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #15,221 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
Codman Square Health Center 403(b) Pension Plan covers 305 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #15,221
- in Healthcare & Social Assistance (20,060 peers)
- +15.3%
- assets growth YoY
Codman Square Health Center 403(b) Pension Plan's outsized position by total assets
Codman Square Health Center 403(b) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,888,910 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Codman Square Health Center 403(b) Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Codman Square Health Center 403(b) Pension Plan sits mid-pack in the medium band (305 participants).
Form 5500 schedule snapshot
Filing strip 042678774 · Codman Square Health Center, Inc. PY 2022 · Other
Codman Square Health Center 403(b) Pension Plan · $14M · 305 · 71st
- BOOK $14M
- BOOK 305
- BOOK 71st
- BOOK Other
- BOOK near Transpak 401(k) Plan
- BOOK ind #15221
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Codman Square Health Center 403(b) Pension Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 042678774 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Codman Square Health Center, Inc.)
Sponsor-wide plan assets over time
All Codman Square Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 24.580073574262627% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 669 | $26M |
| 2023 | 2 | 598 | $33M |
| 2024 | 1 | 322 | $19M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Codman Square Health Center 403(b) Pension Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Transpak 401(k) Plan in CA ($14M); by covered participants it is Villa Esperanza 403(b) Retirement Savings Plan in CA (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Transpak 401(k) Plan (CA) $14M · 816
- Ohio County Hospital Tax Deferred Annuity Retirement Plan (KY) $14M · 550
- San Diego Blood Bank 403(b) Plan (CA) $14M · 336
- Cns Healthcare 403(b) Plan (MI) $14M · 391
Similar participant headcount
Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.
- Villa Esperanza 403(b) Retirement Savings Plan (CA) 305 · 0 off
- Hostelling International USA Retirement Plan (MD) 305 · 0 off
- The Hill at Whitemarsh 403(b) Retirement Plan (PA) 305 · 0 off
- The Berkeley Carroll School Retirement Plan (NY) 305 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.