Profit Sharing · DOL Form 5500 · 2024
Incodema, LLC Profit Sharing Plan
Data updated 2026-07-24
- $20M
- Total assets
- 25
- Participants
- 70th
- Percentile by assets
- $786,604
- Avg per participant
Official DOL plan name: Incodema Retirement Plan · Sponsored by Incodema, LLC · New York · Manufacturing
$20M in assets, 25 participants
Incodema, LLC's Incodema Retirement Plan reported $20M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 116,472 plans)
Incodema, LLC multi-year trail
Incodema, LLC's plans moved +22.6% in assets from 2022 to 2024; this filing shows Incodema Retirement Plan at $20M / 25 participants.
- $20M
- total plan assets (2024 EOY)
- 25
- covered participants
- 70th
- percentile by assets (of 116,472 plans)
- $786,604
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Incodema Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $788K in the plan year 2024 filing.
- Incodema Retirement Plan reported participants fell from 28 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- Incodema Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Incodema, LLC across 3 plan years on file
Across the 3 plan years Incodema, LLC has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $20M, a gain of 22.6%, while reported participants moved from 35 to 25 (-28.6%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($16M).
Incodema, LLC multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $16M |
| 2023 | 1 | 28 | $19M |
| 2024 | 1 | 25 | $20M |
Incodema, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $788K |
| Employer EIN | 161599948 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Incodema Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Incodema Retirement Plan by total assets, not by location.
- First Medical Health Retirement Savings Plan (PR) $20M · 775
- Everett Group LLC 401(k) Profit Sharing Plan (AR) $20M · 268
- Chp 403(b) Employee Retirement Plan (VA) $20M · 420
- Northwest Human Services 403(b) Plan (OR) $20M · 235
Frequently Asked Questions
How did Incodema Retirement Plan assets move in 2024? ▼
How have Incodema, LLC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Incodema Retirement Plan? ▼
Next read for Incodema Retirement Plan
Multi-year trail
Ways to act on Incodema Retirement Plan's numbers.
- By total assets, Incodema Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Incodema, LLC's sponsor-wide assets have grown 22.6% since 2022 across 3 plan years on file. More Manufacturing plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161599948.
Read our methodology - how this data is sourced, computed, and verified.