Concurrent Hro 401(k) Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

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

Sponsored by Concurrent Hro, LLC · Colorado · Administrative & Support Services

What the 2023 filing shows

Concurrent Hro 401(k) Plan holds $24M for 1,148 participants — about $20,861 per participant, down 12.7% over the 2022 plan year.

$24M
total plan assets (2022 EOY): 1,148
covered participants: $20,861
avg assets per participant: -12.7%
assets change YoY

The plan reported a net loss of $982K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$24M

Participants

1,148

State

Colorado

Industry

Administrative & Support Services

What the Filing Says About Concurrent Hro 401(k) Plan

Concurrent Hro 401(k) Plan is a 401(k) retirement plan sponsored by Concurrent Hro, LLC, headquartered in Colorado. As of the 2022 Form 5500 filing, the plan reports $24M in total end-of-year assets and covers 1,148 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 475137893, and the plan has been effective since 2018-02-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $24M at year-end — a decline of 12.7%. Net assets (after liabilities) closed the year at $24M, with reported net income of $-981,614 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)	$27M
Total Assets (End of Year)	$24M
Net Assets (End of Year)	$24M
Net Income	$-981,614
Plan Type	401(k)
Employer EIN	475137893
Plan Effective Date	2018-02-28
Filing Status	FILING RECEIVED

Sponsor Plan History (Concurrent Hro, LLC)

Year	Plans	Participants	Total Assets
2022	1	1,148	$24M
2023	1	1,407	$43M
2024	1	2,017	$62M

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Compare Concurrent Hro 401(k) Plan side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Concurrent Hro 401(k) Plan? ▼

As of the 2022 Form 5500 filing, Concurrent Hro 401(k) Plan holds $24M in total assets with 1,148 participants. It is sponsored by Concurrent Hro, LLC.

What type of plan is Concurrent Hro 401(k) Plan? ▼

Concurrent Hro 401(k) Plan is a 401(k) plan. It has been effective since 2018-02-28. The plan is filed with the U.S. Department of Labor under EIN 475137893.

Who sponsors the Concurrent Hro 401(k) Plan? ▼

Concurrent Hro 401(k) Plan is sponsored by Concurrent Hro, LLC, located in Colorado. The sponsor's EIN is 475137893 and the plan operates in the Administrative & Support Services industry.

How did Concurrent Hro 401(k) Plan perform in 2022? ▼

Concurrent Hro 401(k) Plan declined by 12.7% during 2022, moving from $27M to $24M in total assets. Net income was $-981,614.

Where can I find official filings for Concurrent Hro 401(k) Plan? ▼

Official Form 5500 filings for Concurrent Hro 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 475137893 or plan name at efast.dol.gov.

How does Concurrent Hro 401(k) Plan compare to other plans? ▼

You can compare Concurrent Hro 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Colorado on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.