Defined Benefit (Pension) · DOL Form 5500 · 2023

Comm Source Data, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
25th
Percentile by assets National rank
$200,019
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Comm Source Data, Inc. Cash Balance Plan · Sponsored by Comm Source Data, Inc. · Florida · Wholesale Trade

$1M in assets, 6 participants

Comm Source Data, Inc.'s Comm Source Data, Inc. Cash Balance Plan reported $1M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #935 in Wholesale Trade (6,309 peers)

Comm Source Data, Inc. multi-year trail

Comm Source Data, Inc.'s plans moved +43.3% in assets from 2022 to 2024; this filing shows Comm Source Data, Inc. Cash Balance Plan at $1M / 6 participants.

#935
in Wholesale Trade (6,309 peers)
+29.5%
assets growth YoY

Comm Source Data, Inc. Cash Balance Plan among the smaller filed plans by assets

Comm Source Data, Inc. Cash Balance Plan vs every filed plan by assets

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

$1,200,112 25th percentile higher than 25% 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

Comm Source Data, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Comm Source Data, Inc. Cash Balance Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Comm Source Data, Inc. Cash Balance Plan reported net income rose from $41K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Comm Source Data, Inc. Cash Balance Plan end-of-year assets rose from $927K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650529796 · Comm Source Data, Inc. PY 2023 · Defined Benefit (Pension)

Comm Source Data, Inc. Cash Balance Plan · $1M · 6 · 25th

  • SCH $1M
  • SCH 6
  • SCH 25th
  • SCH Defined Benefit (Pension)
  • SCH near Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund
  • SCH ind #935

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 Wholesale Trade retirement plans → · Plans in Florida →

Comm Source Data, Inc. Cash Balance Plan in the asset neighbourhood

Comm Source Data, Inc. Cash Balance PlanComm Source Data, Inc. Cash …$1MLeather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement FundLeather Goods, Handbags, and…$1ME Gold USA Inc Pension Trust$1MJayjeffers Cash Balance Plan$1MCommunity Hospital Retirement PlanCommunity Hospital Retiremen…$1M
End-of-year total assets ($M) among Comm Source Data, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Comm Source Data, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Comm Source Data, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.28819627659747% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.93M $1.33M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 6 $927K
2023 1 6 $1M
2024 1 6 $1M

Comm Source Data, Inc. filing trail (2023)

Total Assets (Beginning of Year)$927K
Net Assets (End of Year)$1M
Net Income$273K
Employer EIN650529796
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Comm Source Data, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Comm Source Data, Inc. Cash Balance Plan, Total assets ($B): 0.001200112 · Participants: 6Comm Source Data, Inc. Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Comm Source Data, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Comm Source Data, Inc. Cash Balance Plan side-by-side with 3 peers →

Comm Source Data, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund in PA ($1M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Comm Source Data, Inc. Cash Balance Plan assets move in 2023? ▼
Comm Source Data, Inc. Cash Balance Plan grew sharply - up 29.5% during 2023, from $927K to $1M. Reported net income was $273K.
How have Comm Source Data, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Comm Source Data, Inc.'s sponsor-wide assets grew 43.3%, from $927K to $1M.
Where does Comm Source Data, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Comm Source Data, Inc. Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Comm Source Data, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund in PA ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Comm Source Data, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Reprop Investments Inc Cash Balance Pension Plan in CA (6 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 650529796.

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.