401(k) · DOL Form 5500 · 2022

The Concord Advisory Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
32
Participants Small participant base
63rd
Percentile by assets National rank
$291,714
Avg per participant High balance/head
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Official DOL plan name: Concord Advisory Group Retirement Savings Plan · Sponsored by The Concord Advisory Group, Ltd. · New Jersey · Finance & Insurance

$9M in assets, 32 participants

The Concord Advisory Group, Ltd.'s Concord Advisory Group Retirement Savings Plan reported $9M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,342 in Finance & Insurance (9,261 peers)

The Concord Advisory Group, Ltd. multi-year trail

The Concord Advisory Group, Ltd.'s plans moved +52.0% in assets from 2022 to 2024; this filing shows Concord Advisory Group Retirement Savings Plan at $9M / 32 participants.

#4,342
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concord Advisory Group Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Concord Advisory Group Retirement Savings Plan vs every filed plan by assets

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

$9,334,841 Top 37% higher than 63% 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

Concord Advisory Group Retirement Savings 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. Concord Advisory Group Retirement Savings Plan is a small filing (32 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 223039644 · The Concord Advisory Group, Ltd. PY 2022 · 401(k)

Concord Advisory Group Retirement Savings Plan · $9M · 32 · 63rd

  • ASSETS $9M
  • ASSETS 32
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Nephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing Plan
  • ASSETS ind #4342

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 New Jersey →

Concord Advisory Group Retirement Savings Plan in the asset neighbourhood

Syllogisteks Employee 401(k) PlanSyllogisteks Employee 401(k)…$9MConcord Advisory Group Retirement Savings PlanConcord Advisory Group Retir…$9MNephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing PlanNephrology & Hypertension As…$9MDaniels & Erickson 401(k) PlanDaniels & Erickson 401(k) Pl…$9MLobar Associates, Inc. Retirement PlanLobar Associates, Inc. Retir…$9M
End-of-year total assets ($M) among Concord Advisory Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Concord Advisory Group, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All The Concord Advisory Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.98156026439015% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.33M $14.2M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 32 $9M
2023 1 29 $12M
2024 1 33 $14M

The Concord Advisory Group, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN223039644
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Concord Advisory Group Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Concord Advisory Group Retirement Savings Plan, Total assets ($B): 0.009334841 · Participants: 32Concord Advisory Group Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Concord Advisory Group Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Concord Advisory Group Retirement Savings Plan side-by-side with 3 peers →

Concord Advisory Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Nephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing Plan in MS ($9M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Concord Advisory Group Retirement Savings Plan assets move in 2022? ▼
Concord Advisory Group Retirement Savings Plan declined sharply - down 15.6% during 2022, from $11M to $9M. Reported net income was -$2M.
How have The Concord Advisory Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Concord Advisory Group, Ltd.'s sponsor-wide assets grew 52.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Concord Advisory Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nephrology & Hypertension Associates, Ltd. 401(k) Profit Sharing Plan in MS ($9M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Concord Advisory Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants, N/A 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 223039644.

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.