Profit Sharing · DOL Form 5500 · 2023

Codac, Inc. Profit Sharing Plan

Data updated 2026-08-25

$828K
Total assets Small plan by assets
122
Participants Small participant base
22nd
Percentile by assets National rank
$6,784
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Codac, Inc. Retirement Plan · Sponsored by Codac, Inc. · Rhode Island · Healthcare & Social Assistance

$828K in assets, 122 participants

Codac, Inc.'s Codac, Inc. Retirement Plan reported $828K in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,114 in Healthcare & Social Assistance (17,684 peers)

Coverage in Rhode Island

Codac, Inc. Retirement Plan covers 122 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $828K.

#3,114
in Healthcare & Social Assistance (17,684 peers)
+5.8%
assets growth YoY

Codac, Inc. Retirement Plan among the smaller filed plans by assets

Codac, Inc. Retirement Plan vs every filed plan by assets

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

$827,650 22nd percentile higher than 22% 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

Codac, Inc. Retirement 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. Codac, Inc. Retirement Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Codac, Inc. Retirement Plan reported net income rose from $8K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • Codac, Inc. Retirement Plan end-of-year assets rose from $782K in the plan year 2022 filing to $828K in the plan year 2023 filing.
  • Codac, Inc. Retirement Plan reported participants rose from 117 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050414696 · Codac, Inc. PY 2023 · Profit Sharing

Codac, Inc. Retirement Plan · $828K · 122 · 22nd

  • SCH $828K
  • SCH 122
  • SCH 22nd
  • SCH Profit Sharing
  • SCH near Jose M. Garcia Mateo, Md Retirement Plan
  • SCH ind #3114

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 Rhode Island →

Codac, Inc. Retirement Plan in the asset neighbourhood

Codac, Inc. Retirement Plan$828KJose M. Garcia Mateo, Md Retirement PlanJose M. Garcia Mateo, Md Ret…$827KBloomfield Hand Specialists, P.C. Employees' Retirement Profit Sharing PlanBloomfield Hand Specialists,…$828KNew York Comprehensive Cardiology LLC 401 ( K ) Profit Sharing PlanNew York Comprehensive Cardi…$827KMeguzman, Inc. Retirement PlanMeguzman, Inc. Retirement Pl…$828K
End-of-year total assets ($M) among Codac, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$782K
Net Assets (End of Year)$825K
Net Income$45K
Employer EIN050414696
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Codac, Inc.)

Sponsor-wide plan assets over time

All Codac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$870K 60.948627994911696% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $2.23M $0.87M ▼ -61.0%
Year Plans Participants Total Assets
2022 2 285 $2M
2023 1 122 $828K
2024 1 134 $870K

Nearby Profit Sharing Plans in Rhode Island

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Codac, Inc. Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Codac, Inc. Retirement Plan, Total assets ($M): 0.82765 · Participants: 122Codac, Inc. Retirement PlanCare New England 403(b) Match & Savings Plan, Total assets ($M): 515.558668 · Participants: 7471Care New England 403(b) Match & Savings PlanTextron Retirement Account Plan Trust, Total assets ($M): 332.389145 · Participants: 10046Textron Retirement Account Plan TrustBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 280.868521 · Participants: 1274Brown Physicians, Inc. 401(a) PlanInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 178.673516 · Participants: 694International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanIuoe Local 57 Annuity Plan, Total assets ($M): 131.889048 · Participants: 938Iuoe Local 57 Annuity Plan
Codac, Inc. Retirement Plan vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
Compare Codac, Inc. Retirement Plan side-by-side with 3 peers →

Codac, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Rhode Island, the nearest Profit Sharing by assets is Jose M. Garcia Mateo, Md Retirement Plan in PR ($827K); by covered participants it is Peach Tree Healthcare Retirement Plan in CA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Codac, Inc. Retirement Plan assets move in 2023? ▼
Codac, Inc. Retirement Plan grew at a solid clip - up 5.8% during 2023, from $782K to $828K. Reported net income was $45K.
How have Codac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Codac, Inc.'s sponsor-wide assets declined 60.9%, from $2M to $870K.
Where does Codac, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Codac, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Codac, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose M. Garcia Mateo, Md Retirement Plan in PR ($827K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Codac, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Peach Tree Healthcare Retirement Plan in CA (122 participants, $2M 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 050414696.

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.