Profit Sharing · DOL Form 5500 · 2024

United Surety & Indemnity Co. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 101
Participants Small participant base: 52nd
Percentile by assets National rank: $83,327
Avg per participant Below avg balance/head

Official DOL plan name: United Surety & Indemnity Co. Coda Profit Sharing Plan · Sponsored by United Surety & Indemnity Co. · Puerto Rico · Finance & Insurance

$8M in assets, 101 participants

United Surety & Indemnity Co.'s United Surety & Indemnity Co. Coda Profit Sharing Plan reported $8M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#3,087 in Finance & Insurance (8,549 peers)

2024 asset change

United Surety & Indemnity Co. Coda Profit Sharing Plan grew sharply 16.2% in 2024 ($7M → $8M) for 101 participants.

#3,087
in Finance & Insurance (8,549 peers): +16.2%
assets growth YoY

United Surety & Indemnity Co. Coda Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

United Surety & Indemnity Co. Coda Profit Sharing Plan vs every filed plan by assets

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

$8,416,074 Top 48% higher than 52% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

United Surety & Indemnity Co. Coda Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Surety & Indemnity Co. Coda Profit Sharing Plan sits mid-pack in the medium band (101 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 660457223 · United Surety & Indemnity Co. PY 2024 · Profit Sharing

United Surety & Indemnity Co. Coda Profit Sharing Plan · $8M · 101 · 52nd

PHOTO $8M
PHOTO 101
PHOTO 52nd
PHOTO Profit Sharing
PHOTO near Energy Salvage, Inc. Profit Sharing Plan and Trust
PHOTO ind #3087

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 Finance & Insurance retirement plans → · Plans in Puerto Rico →

End-of-year total assets ($M) among United Surety & Indemnity Co. Coda Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	660457223
Plan Effective Date	1995-10-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

United Surety & Indemnity Co. Coda Profit Sharing Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
Abbvie Puerto Rico Savings Plan $560M · 1,349
The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758

Compare United Surety & Indemnity Co. Coda Profit Sharing Plan side-by-side with 3 peers →

United Surety & Indemnity Co. Coda Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Energy Salvage, Inc. Profit Sharing Plan and Trust in CA ($8M); by covered participants it is Jewish Family Service 403b Tax Deferred Annuity Plan in VA (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Energy Salvage, Inc. Profit Sharing Plan and Trust (CA) $8M · 53
Michigan Pediatric Surgery Associates PC Profit Sharing Plan (MI) $8M · 14
M3s Investments Inc. Retirement Plan (TN) $8M · 25
Community Interface Services Retirement Plan (CA) $8M · 135

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

Jewish Family Service 403b Tax Deferred Annuity Plan (VA) 101 · 0 off
Reece Employee's Profit Sharing Plan (KS) 101 · 0 off
Asps Defined Contribution Plan (IL) 101 · 0 off
Allied Workers Local 91 Annuity Fund (NY) 101 · 0 off

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 United Surety & Indemnity Co. Coda Profit Sharing Plan assets move in 2024? ▼

United Surety & Indemnity Co. Coda Profit Sharing Plan grew sharply - up 16.2% during 2024, from $7M to $8M. Reported net income was $1M.

Which Profit Sharing plans are similar in size to United Surety & Indemnity Co. Coda Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Energy Salvage, Inc. Profit Sharing Plan and Trust in CA ($8M, 53 participants).

Which Profit Sharing plans cover a similar participant headcount to United Surety & Indemnity Co. Coda Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Jewish Family Service 403b Tax Deferred Annuity Plan in VA (101 participants, $5M in assets).

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 660457223.