401(k) · DOL Form 5500 · 2022
Concerto Health Ai Solutions, Ll 401(k) Plan
Data updated 2026-08-11
- $26M
- Total assets
- 525
- Participants
- 81st
- Percentile by assets
- $50,337
- Avg per participant
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.
- 81st percentile by assets (of 139,126 plans)
- #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.
- $26M
- total plan assets (2022 EOY)
- 525
- covered participants
- 81st
- percentile by assets (of 139,126 plans)
- $50,337
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Concerto Health Ai Solutions 401 (K) Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Concerto Health Ai Solutions 401 (K) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Concerto Health Ai Solutions 401 (K) Plan by total assets, not by location.
Frequently Asked Questions
How did Concerto Health Ai Solutions 401 (K) Plan assets move in 2022? ▼
How have Concerto Health Ai Solutions, Ll plan assets changed over time? ▼
Where does Concerto Health Ai Solutions 401 (K) Plan rank by assets among Form 5500 filers? ▼
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Next read for Concerto Health Ai Solutions 401 (K) Pla…
Scale reading
Ways to act on Concerto Health Ai Solutions 401 (K) Plan's numbers.
- By total assets, Concerto Health Ai Solutions 401 (K) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Concerto Health Ai Solutions, Ll's sponsor-wide assets have grown 139.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans