401(k) · DOL Form 5500 · 2022
Concerto Health Ai Solutions, Ll 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 525
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $50,337
- Avg per participant Low balance/head
Official DOL plan name: Concerto Health Ai Solutions 401 (K) Plan · Sponsored by Concerto Health Ai Solutions, Ll · Pennsylvania · Professional & Technical Services
$26M in assets, 525 participants
Concerto Health Ai Solutions, Ll's Concerto Health Ai Solutions 401 (K) Plan reported $26M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,637 in Professional & Technical Services (21,562 peers)
Where Concerto Health Ai Solutions 401 (K) Plan sits by assets
Concerto Health Ai Solutions 401 (K) Plan sits in the top quartile of all filed plans by assets, $26M for 525 participants (~$50,337/participant), down 14.5% in 2022.
- #17,637
- in Professional & Technical Services (21,562 peers)
- -14.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Concerto Health Ai Solutions 401 (K) Plan's outsized position by total assets
Concerto Health Ai Solutions 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,426,814 Top 19% higher than 81% 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
Concerto Health Ai Solutions 401 (K) 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. Concerto Health Ai Solutions 401 (K) Plan sits mid-pack in the medium band (525 participants).
Form 5500 schedule snapshot
Filing strip 844112846 · Concerto Health Ai Solutions, Ll PY 2022 · 401(k)
Concerto Health Ai Solutions 401 (K) Plan · $26M · 525 · 81st
- ASSETS $26M
- PCT 525
- EIN 81st
- RANK 401(k)
- PHOTO near Flat Rock Metal Inc 401(k) Retirement Savings Plan
- IND ind #17637
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 Pennsylvania →
Concerto Health Ai Solutions 401 (K) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 844112846 |
| Plan Effective Date | 2018-08-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concerto Health Ai Solutions, Ll)
Sponsor-wide plan assets over time
All Concerto Health Ai Solutions, Ll plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 139.33084404347795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 525 | $26M |
| 2023 | 1 | 490 | $53M |
| 2024 | 1 | 509 | $63M |
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
Concerto Health Ai Solutions 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Flat Rock Metal Inc 401(k) Retirement Savings Plan in MI ($26M); by covered participants it is Association for Individual Development Retirement Plan in IL (525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (525 participants); asset peers above are excluded.
- Association for Individual Development Retirement Plan (IL) 525 · 0 off
- Style Crest Enterprises, Inc. 401(k) Profit Sharing Plan (OH) 525 · 0 off
- Drm, Inc. 401(k) Plan (NE) 525 · 0 off
- Midwest Hardwood Company 401(k) Plan (MN) 525 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.