Profit Sharing · DOL Form 5500 · 2022

Concern for Independent Living, Inc. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
367
Participants Below avg headcount
75th
Percentile by assets National rank
$47,853
Avg per participant Low balance/head
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Official DOL plan name: Concern for Mental Health, Inc. Retirement Plan · Sponsored by Concern for Independent Living, Inc. · New York · Other Services

$18M in assets, 367 participants

Concern for Independent Living, Inc.'s Concern for Mental Health, Inc. Retirement Plan reported $18M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,253 in Other Services (8,398 peers)

Coverage in New York

Concern for Mental Health, Inc. Retirement Plan covers 367 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $18M.

#7,253
in Other Services (8,398 peers)
-11.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Concern for Mental Health, Inc. Retirement Plan's outsized position by total assets

Concern for Mental Health, Inc. Retirement Plan vs every filed plan by assets

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

$17,561,940 Top 25% higher than 75% 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

Concern for Mental Health, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concern for Mental Health, Inc. Retirement Plan sits mid-pack in the medium band (367 participants).

EBSA filing schedule strip

Filing strip 237259687 · Concern for Independent Living, Inc. PY 2022 · Profit Sharing

Concern for Mental Health, Inc. Retirement Plan · $18M · 367 · 75th

  • BOOK $18M
  • VS-ST 367
  • BOY 75th
  • SCH Profit Sharing
  • EBSA near American Welding Society 403(b) Retirement Plan
  • PART ind #7253

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 Other Services retirement plans → · Plans in New York →

Concern for Mental Health, Inc. Retirement Plan in the asset neighbourhood

Bacardi Corp. Defined Contributions Administrative Employees Plan as of October 1st, 2004Bacardi Corp. Defined Contri…$18MWadsworth Brothers Construction Company, Inc. Profit Sharing PlanWadsworth Brothers Construct…$18MConcern for Mental Health, Inc. Retirement PlanConcern for Mental Health, I…$18MAmerican Welding Society 403(b) Retirement PlanAmerican Welding Society 403…$18MThomas, Bennett & Hunter, Inc. Employee Profit Sharing PlanThomas, Bennett & Hunter, In…$18M
End-of-year total assets ($M) among Concern for Mental Health, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN237259687
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concern for Independent Living, Inc.)

Sponsor-wide plan assets over time

All Concern for Independent Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 46.06230291186509% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $25.7M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 367 $18M
2023 1 358 $22M
2024 1 363 $26M

Nearby Profit Sharing Plans in New York

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

Concern for Mental Health, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Concern for Mental Health, Inc. Retirement Plan, Total assets ($B): 0.01756194 · Participants: 367Concern for Mental Health, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Concern for Mental Health, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Concern for Mental Health, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is American Welding Society 403(b) Retirement Plan in FL ($18M); by covered participants it is 401a Plan of the William Breman Jewish Home, Inc in GA (367 participants). Same-state nearby plans are listed separately above.

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 Concern for Mental Health, Inc. Retirement Plan assets move in 2022? ▼
Concern for Mental Health, Inc. Retirement Plan pulled back noticeably - down 11.4% during 2022, from $20M to $18M. Reported net income was -$2M.
How have Concern for Independent Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concern for Independent Living, Inc.'s sponsor-wide assets grew 46.1%, from $18M to $26M.
Where does Concern for Mental Health, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Concern for Mental Health, Inc. Retirement Plan ranks in the 75th 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 Profit Sharing plans are similar in size to Concern for Mental Health, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Welding Society 403(b) Retirement Plan in FL ($18M, 146 participants).
Which Profit Sharing plans cover a similar participant headcount to Concern for Mental Health, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 401a Plan of the William Breman Jewish Home, Inc in GA (367 participants, N/A in assets).