401(k)
2022 plan-year 401(k) DOL Form 5500

Concordance Healthcare Solutions 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Concordance Healthcare Solutions · Missouri · Wholesale Trade

What the 2023 filing shows

Concordance Healthcare Solutions 401(k) Retirement Plan holds $41M for 1,041 participants — about $39,677 per participant, down 20.0% over the 2022 plan year.

$41M
total plan assets (2022 EOY)
1,041
covered participants
$39,677
avg assets per participant
-20.0%
assets change YoY

The plan reported a net loss of $10M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$41M
Participants
1,041
State
Industry
Wholesale Trade

What the Filing Says About Concordance Healthcare Solutions 401(k) Retirement Plan

Concordance Healthcare Solutions 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Concordance Healthcare Solutions, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $41M in total end-of-year assets and covers 1,041 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 383986849, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $52M at the beginning of 2022 to $41M at year-end — a decline of 20.0%. Net assets (after liabilities) closed the year at $41M, with reported net income of $-10,344,678 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$52M
Total Assets (End of Year)$41M
Net Assets (End of Year)$41M
Net Income$-10,344,678
Plan Type401(k)
Employer EIN383986849
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concordance Healthcare Solutions)

Year Plans Participants Total Assets
2022 1 1,041 $41M
2023 1 967 $42M
2024 1 893 $45M

Nearby 401(k) Plans in Missouri

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

Frequently Asked Questions

How much money is in the Concordance Healthcare Solutions 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Concordance Healthcare Solutions 401(k) Retirement Plan holds $41M in total assets with 1,041 participants. It is sponsored by Concordance Healthcare Solutions.
What type of plan is Concordance Healthcare Solutions 401(k) Retirement Plan?
Concordance Healthcare Solutions 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 383986849.
Who sponsors the Concordance Healthcare Solutions 401(k) Retirement Plan?
Concordance Healthcare Solutions 401(k) Retirement Plan is sponsored by Concordance Healthcare Solutions, located in Missouri. The sponsor's EIN is 383986849 and the plan operates in the Wholesale Trade industry.
How did Concordance Healthcare Solutions 401(k) Retirement Plan perform in 2022?
Concordance Healthcare Solutions 401(k) Retirement Plan declined by 20.0% during 2022, moving from $52M to $41M in total assets. Net income was $-10,344,678.
Where can I find official filings for Concordance Healthcare Solutions 401(k) Retirement Plan?
Official Form 5500 filings for Concordance Healthcare Solutions 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383986849 or plan name at efast.dol.gov.
How does Concordance Healthcare Solutions 401(k) Retirement Plan compare to other plans?
You can compare Concordance Healthcare Solutions 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 383986849.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.