401(k) · DOL Form 5500 · 2022

Concentric Energy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
57
Participants Small participant base
77th
Percentile by assets National rank
$341,908
Avg per participant High balance/head
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Official DOL plan name: Concentric Energy Advisors, Inc. 401(k) Plan · Sponsored by Concentric Energy Advisors, Inc. · Massachusetts · Professional & Technical Services

$19M in assets, 57 participants

Concentric Energy Advisors, Inc.'s Concentric Energy Advisors, Inc. 401(k) Plan reported $19M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,625 in Professional & Technical Services (21,562 peers)

Where Concentric Energy Advisors, Inc. 401(k) Plan sits by assets

Concentric Energy Advisors, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 57 participants (~$341,908/participant), down 12.9% in 2022.

#16,625
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concentric Energy Advisors, Inc. 401(k) Plan's outsized position by total assets

Concentric Energy Advisors, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,488,754 Top 23% higher than 77% of 139,123 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 2022

Concentric Energy Advisors, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concentric Energy Advisors, Inc. 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 010568063 · Concentric Energy Advisors, Inc. PY 2022 · 401(k)

Concentric Energy Advisors, Inc. 401(k) Plan · $19M · 57 · 77th

  • RANK $19M
  • RANK 57
  • RANK 77th
  • RANK 401(k)
  • RANK near Kprs Construction Services, Inc. 401(k) Profit Sharing Plan a
  • RANK ind #16625

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Concentric Energy Advisors, Inc. 401(k) Plan in the asset neighbourhood

Concentric Energy Advisors, Inc. 401(k) PlanConcentric Energy Advisors, …$19MKprs Construction Services, Inc. 401(k) Profit Sharing Plan aKprs Construction Services, …$19MAcv Auctions Inc 401 K Profit Sharing PlanAcv Auctions Inc 401 K Profi…$19MAlton Steel, Inc. 401(k) Plan$19MHealthcare Financial Management Association Retirement and 401(k) PlanHealthcare Financial Managem…$19M
End-of-year total assets ($M) among Concentric Energy Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN010568063
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concentric Energy Advisors, Inc.)

Sponsor-wide plan assets over time

All Concentric Energy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.97554774409898% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.5M $26.5M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 57 $19M
2023 1 57 $23M
2024 1 62 $26M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Concentric Energy Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Concentric Energy Advisors, Inc. 401(k) Plan, Total assets ($B): 0.019488754 · Participants: 57Concentric Energy Advisors, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Concentric Energy Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Concentric Energy Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Concentric Energy Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kprs Construction Services, Inc. 401(k) Profit Sharing Plan a in CA ($19M); by covered participants it is Fourans LLC 401(k) Profit Sharing Plan & Trust in NJ (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Concentric Energy Advisors, Inc. 401(k) Plan assets move in 2022? ▼
Concentric Energy Advisors, Inc. 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Concentric Energy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concentric Energy Advisors, Inc.'s sponsor-wide assets grew 36.0%, from $19M to $26M.
Where does Concentric Energy Advisors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Concentric Energy Advisors, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Concentric Energy Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kprs Construction Services, Inc. 401(k) Profit Sharing Plan a in CA ($19M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Energy Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fourans LLC 401(k) Profit Sharing Plan & Trust in NJ (57 participants, $13K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010568063.

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.