401(k) · DOL Form 5500 · 2022
Concepts Diversified 401(k) Plan
Data updated 2026-08-25
- $248K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $248,142
- Avg per participant Above avg balance/head
Official DOL plan name: Concepts Diversified 401(k) Profit Sharing Plan & Trust · Sponsored by Concepts Diversified · Pennsylvania · Finance & Insurance
$248K in assets, 1 participants
Concepts Diversified's Concepts Diversified 401(k) Profit Sharing Plan & Trust reported $248K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 12th 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.
- #695 in Finance & Insurance (9,261 peers)
Concepts Diversified multi-year trail
Concepts Diversified's plans moved -46.7% in assets from 2022 to 2024; this filing shows Concepts Diversified 401(k) Profit Sharing Plan & Trust at $248K / 1 participant.
- #695
- in Finance & Insurance (9,261 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Concepts Diversified 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Concepts Diversified 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$248,142 12th percentile higher than 12% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Concepts Diversified 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concepts Diversified 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 352186646 · Concepts Diversified PY 2022 · 401(k)
Concepts Diversified 401(k) Profit Sharing Plan & Trust · $248K · 1 · 12th
- BOY $248K
- SCH 1
- EBSA 12th
- PART 401(k)
- TYPE near Miami Community Charter School 401(k) Plan
- NET ind #695
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 Pennsylvania →
Concepts Diversified 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Concepts Diversified multi-year asset trail
Sponsor-wide plan assets over time
All Concepts Diversified plans reported in each filing year
- Latest sponsor-wide plan assets
- $132K 46.74903885678361% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $248K |
| 2023 | 1 | 1 | $258K |
| 2024 | 1 | 1 | $132K |
Concepts Diversified filing trail (2022)
| Total Assets (Beginning of Year) | $277K |
|---|---|
| Net Assets (End of Year) | $248K |
| Net Income | -$29K |
| Employer EIN | 352186646 |
| Plan Effective Date | 2003-09-19 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Concepts Diversified 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Miami Community Charter School 401(k) Plan in FL ($248K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($248K here).
- Miami Community Charter School 401(k) Plan (FL) $248K · 124
- Bastille 313 Corporation Retirement Plan (TX) $248K · 2
- Bn Systems, Inc. 401(k) Plan (NY) $248K · 24
- Arm Management Inc 401(k) Profit Sharing Plan & Trust (CA) $248K · 290
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.