Profit Sharing · DOL Form 5500 · 2024

Incodema, LLC Profit Sharing Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
25
Participants Small participant base
70th
Percentile by assets National rank
$786,604
Avg per participant High balance/head
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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.

  • #10,557 in Manufacturing (17,777 peers)

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.

#10,557
in Manufacturing (17,777 peers)
+4.2%
assets growth YoY

Incodema Retirement Plan's outsized position by total assets

Incodema Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,665,112 Top 30% higher than 70% of 123,620 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 2024

Incodema Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Incodema Retirement Plan is a small filing (25 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161599948 · Incodema, LLC PY 2024 · Profit Sharing

Incodema Retirement Plan · $20M · 25 · 70th

  • TYPE $20M
  • NET 25
  • BOOK 70th
  • VS-ST Profit Sharing
  • BOY near First Medical Health Retirement Savings Plan
  • SCH ind #10557

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 Manufacturing retirement plans → · Plans in New York →

Incodema Retirement Plan in the asset neighbourhood

Chp 403(b) Employee Retirement PlanChp 403(b) Employee Retireme…$20MIncodema Retirement Plan$20MFirst Medical Health Retirement Savings PlanFirst Medical Health Retirem…$20MEverett Group LLC 401(k) Profit Sharing PlanEverett Group LLC 401(k) Pro…$20MNorthwest Human Services 403(b) PlanNorthwest Human Services 403…$20M
End-of-year total assets ($M) among Incodema Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Incodema, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Incodema, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.591758925816794% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $19.7M ▲ +22.6%
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 EIN161599948
Plan Effective Date2017-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Incodema Retirement Plan, Total assets ($B): 0.019665112 · Participants: 25Incodema Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Incodema Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Incodema Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is First Medical Health Retirement Savings Plan in PR ($20M); by covered participants it is Arbet,Inc. Retirement Plan in WA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Incodema Retirement Plan assets move in 2024?
Incodema Retirement Plan edged up modestly - up 4.2% during 2024, from $19M to $20M. Reported net income was $788K.
How have Incodema, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Incodema, LLC's sponsor-wide assets grew 22.6%, from $16M to $20M.
Which Profit Sharing plans are similar in size to Incodema Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is First Medical Health Retirement Savings Plan in PR ($20M, 775 participants).
Which Profit Sharing plans cover a similar participant headcount to Incodema Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Arbet,Inc. Retirement Plan in WA (25 participants, $2M in assets).