Other · DOL Form 5500 · 2024

Codman Square Health Center, Inc. Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
322
Participants Below avg headcount
70th
Percentile by assets National rank
$60,160
Avg per participant Low balance/head
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Official DOL plan name: Codman Square Health Center 403(b) Pension Plan · Sponsored by Codman Square Health Center, Inc. · Massachusetts · Healthcare & Social Assistance

$19M in assets, 322 participants

Codman Square Health Center, Inc.'s Codman Square Health Center 403(b) Pension Plan reported $19M in total assets and 322 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.

  • #12,564 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Codman Square Health Center 403(b) Pension Plan covers 322 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#12,564
in Healthcare & Social Assistance (16,916 peers)
+5.2%
assets growth YoY

Codman Square Health Center 403(b) Pension Plan's outsized position by total assets

Codman Square Health Center 403(b) Pension Plan vs every filed plan by assets

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

$19,371,455 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

Codman Square Health Center 403(b) Pension 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. Codman Square Health Center 403(b) Pension Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Codman Square Health Center 403(b) Pension Plan reported net income fell from $5M in the plan year 2023 filing to $952K in the plan year 2024 filing.
  • Codman Square Health Center 403(b) Pension Plan reported participants rose from 295 in the plan year 2023 filing to 322 in the plan year 2024 filing.
  • Codman Square Health Center 403(b) Pension Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042678774 · Codman Square Health Center, Inc. PY 2024 · Other

Codman Square Health Center 403(b) Pension Plan · $19M · 322 · 70th

  • PHOTO $19M
  • PHOTO 322
  • PHOTO 70th
  • PHOTO Other
  • PHOTO near Sonoma Academy Defined Contribution Retirement Plan
  • PHOTO ind #12564

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 Massachusetts →

Codman Square Health Center 403(b) Pension Plan in the asset neighbourhood

Bethany St. Joseph Corporation Retirement PlanBethany St. Joseph Corporati…$19MCodman Square Health Center 403(b) Pension PlanCodman Square Health Center …$19MSonoma Academy Defined Contribution Retirement PlanSonoma Academy Defined Contr…$19MGuiding Eyes for the Blind 403(b) PlanGuiding Eyes for the Blind 4…$19MCtsi Enterprises 401(k) Retirement Plan for Employees of Chinook Winds CasinoCtsi Enterprises 401(k) Reti…$19M
End-of-year total assets ($M) among Codman Square Health Center 403(b) Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$952K
Employer EIN042678774
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Codman Square Health Center, Inc.)

Sponsor-wide plan assets over time

All Codman Square Health Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 24.580073574262627% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $25.7M $19.4M ▼ -24.6%
Year Plans Participants Total Assets
2022 2 669 $26M
2023 2 598 $33M
2024 1 322 $19M

Nearby Other Plans in Massachusetts

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

Codman Square Health Center 403(b) Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Codman Square Health Center 403(b) Pension Plan, Total assets ($B): 0.019371455 · Participants: 322Codman Square Health Center 403(b) Pension PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Codman Square Health Center 403(b) Pension Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Codman Square Health Center 403(b) Pension Plan side-by-side with 3 peers →

Codman Square Health Center 403(b) Pension Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Sonoma Academy Defined Contribution Retirement Plan in CA ($19M); by covered participants it is Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. in SC (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Codman Square Health Center 403(b) Pension Plan assets move in 2024? ▼
Codman Square Health Center 403(b) Pension Plan grew at a solid clip - up 5.2% during 2024, from $18M to $19M. Reported net income was $952K.
How have Codman Square Health Center, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Codman Square Health Center, Inc.'s sponsor-wide assets declined 24.6%, from $26M to $19M.
Which Other plans are similar in size to Codman Square Health Center 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by assets is Sonoma Academy Defined Contribution Retirement Plan in CA ($19M, 104 participants).
Which Other plans cover a similar participant headcount to Codman Square Health Center 403(b) Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan for Employees of Carolina Health Centers, Inc. in SC (322 participants, $18M 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 042678774.

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.