Profit Sharing · DOL Form 5500 · 2022

Exclusive Concepts, LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
101
Participants Small participant base
47th
Percentile by assets National rank
$42,314
Avg per participant Low balance/head
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Official DOL plan name: Exclusive Concepts, LLC 401(k) Profit Sharing Plan · Sponsored by Exclusive Concepts, LLC · Massachusetts · Professional & Technical Services

$4M in assets, 101 participants

Exclusive Concepts, LLC's Exclusive Concepts, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,684 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Exclusive Concepts, LLC 401(k) Profit Sharing Plan covers 101 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#9,684
in Professional & Technical Services (21,562 peers)
-4.0%
assets change YoY

The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Exclusive Concepts, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Exclusive Concepts, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,273,745 47th percentile higher than 47% 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

Exclusive Concepts, LLC 401(k) Profit Sharing 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. Exclusive Concepts, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (101 participants).

DOL schedule card

Filing strip 223740294 · Exclusive Concepts, LLC PY 2022 · Profit Sharing

Exclusive Concepts, LLC 401(k) Profit Sharing Plan · $4M · 101 · 47th

  • PCT $4M
  • PCT 101
  • PCT 47th
  • PCT Profit Sharing
  • PCT near Give Kids the World, Inc. 403(b) Plan
  • PCT ind #9684

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 Massachusetts →

Exclusive Concepts, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Give Kids the World, Inc. 403(b) PlanGive Kids the World, Inc. 40…$4MExclusive Concepts, LLC 401(k) Profit Sharing PlanExclusive Concepts, LLC 401(…$4MAbdallah E. Zamaria, M.D. & Barbara Henike, M.D., P.C. Employees Profit-Sharing Plan and TrustAbdallah E. Zamaria, M.D. & …$4MChambersburg Hospital 401(a) Plan and TrustChambersburg Hospital 401(a)…$4MEos Energy Storage LLC Retirement Savings PlanEos Energy Storage LLC Retir…$4M
End-of-year total assets ($M) among Exclusive Concepts, LLC 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$180K
Employer EIN223740294
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exclusive Concepts, LLC)

Sponsor-wide plan assets over time

All Exclusive Concepts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 79.82904922965689% vs 2022
2023 filing year
$2M$4M$6M$8M$10M 20222023 $4.27M $7.69M ▲ +80.1%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 193 $8M

Nearby Profit Sharing Plans in Massachusetts

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

Exclusive Concepts, LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Exclusive Concepts, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004273745 · Participants: 101Exclusive Concepts, LLC 401(k) Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Exclusive Concepts, LLC 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Exclusive Concepts, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Exclusive Concepts, LLC 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Give Kids the World, Inc. 403(b) Plan in FL ($4M); by covered participants it is Behavioral Health Specialists Retirement Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.

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 Exclusive Concepts, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Exclusive Concepts, LLC 401(k) Profit Sharing Plan edged down modestly - down 4.0% during 2022, from $4M to $4M. Reported net income was -$180K.
How have Exclusive Concepts, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Exclusive Concepts, LLC's sponsor-wide assets grew 79.8%, from $4M to $8M.
Which Profit Sharing plans are similar in size to Exclusive Concepts, LLC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Give Kids the World, Inc. 403(b) Plan in FL ($4M, 135 participants).
Which Profit Sharing plans cover a similar participant headcount to Exclusive Concepts, LLC 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Behavioral Health Specialists Retirement Plan in NE (101 participants, $3M in assets).

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 223740294.

Read our methodology - how this data is sourced, computed, and verified.

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