401(k) · DOL Form 5500 · 2022

Concentric Rockford Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
135
Participants Small participant base
74th
Percentile by assets National rank
$123,363
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concentric Rockford Inc. Employees' 401(k) Savings Plan · Sponsored by Concentric Rockford Inc. · Illinois · Manufacturing

$17M in assets, 135 participants

Concentric Rockford Inc.'s Concentric Rockford Inc. Employees' 401(k) Savings Plan reported $17M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,229 in Manufacturing (20,602 peers)

Coverage in Illinois

Concentric Rockford Inc. Employees' 401(k) Savings Plan covers 135 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $17M.

#13,229
in Manufacturing (20,602 peers)
-17.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concentric Rockford Inc. Employees' 401(k) Savings Plan's outsized position by total assets

Concentric Rockford Inc. Employees' 401(k) Savings Plan vs every filed plan by assets

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

$16,654,023 Top 26% higher than 74% 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

Concentric Rockford Inc. Employees' 401(k) Savings 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. Concentric Rockford Inc. Employees' 401(k) Savings Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 363262177 · Concentric Rockford Inc. PY 2022 · 401(k)

Concentric Rockford Inc. Employees' 401(k) Savings Plan · $17M · 135 · 74th

  • RANK $17M
  • PHOTO 135
  • IND 74th
  • EOY 401(k)
  • 5500 near Hennepin Healthcare Research Institute 403(b) Savings Plan
  • ASSETS ind #13229

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 Manufacturing retirement plans → · Plans in Illinois →

Concentric Rockford Inc. Employees' 401(k) Savings Plan in the asset neighbourhood

Linemaster 401(k) Plan$17MConcentric Rockford Inc. Employees' 401(k) Savings PlanConcentric Rockford Inc. Emp…$17MHennepin Healthcare Research Institute 403(b) Savings PlanHennepin Healthcare Research…$17MBeemok Capital LLC Plan$17MFranklin Building Supply 401(k) Profit Sharing PlanFranklin Building Supply 401…$17M
End-of-year total assets ($M) among Concentric Rockford Inc. Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN363262177
Plan Effective Date1989-02-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Concentric Rockford Inc.)

Sponsor-wide plan assets over time

All Concentric Rockford Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 2.9328829653768937% vs 2022
2024 filing year
$46M$48M$50M$52M 202220232024 $46.7M $48.1M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 188 $47M
2023 2 245 $51M
2024 2 247 $48M

Nearby 401(k) Plans in Illinois

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

Concentric Rockford Inc. Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Concentric Rockford Inc. Employees' 401(k) Savings Plan, Total assets ($B): 0.016654023 · Participants: 135Concentric Rockford Inc. Employees' 401(k) Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Concentric Rockford Inc. Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Concentric Rockford Inc. Employees' 401(k) Savings Plan side-by-side with 3 peers →

Concentric Rockford Inc. Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Hennepin Healthcare Research Institute 403(b) Savings Plan in MN ($17M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Concentric Rockford Inc. Employees' 401(k) Savings Plan assets move in 2022? ▼
Concentric Rockford Inc. Employees' 401(k) Savings Plan declined sharply - down 17.0% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Concentric Rockford Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concentric Rockford Inc.'s sponsor-wide assets grew 2.9%, from $47M to $48M.
Which 401(k) plans are similar in size to Concentric Rockford Inc. Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hennepin Healthcare Research Institute 403(b) Savings Plan in MN ($17M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Rockford Inc. Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A 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 363262177.

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.