401(k) · DOL Form 5500 · 2022

Concord General Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
234
Participants Below avg headcount
81st
Percentile by assets National rank
$113,864
Avg per participant Below avg balance/head
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Official DOL plan name: Concord General Mutual Insurance Company 401(k) Plan · Sponsored by Concord General Mutual Insurance Company · New Hampshire · Finance & Insurance

$27M in assets, 234 participants

Concord General Mutual Insurance Company's Concord General Mutual Insurance Company 401(k) Plan reported $27M in total assets and 234 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.

  • #6,471 in Finance & Insurance (9,261 peers)

Where Concord General Mutual Insurance Company 401(k) Plan sits by assets

Concord General Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 234 participants (~$113,864/participant), down 15.6% in 2022.

#6,471
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concord General Mutual Insurance Company 401(k) Plan's outsized position by total assets

Concord General Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$26,644,257 Top 19% higher than 81% 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

Concord General Mutual Insurance Company 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. Concord General Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (234 participants).

Form 5500 schedule snapshot

Filing strip 020131910 · Concord General Mutual Insurance Company PY 2022 · 401(k)

Concord General Mutual Insurance Company 401(k) Plan · $27M · 234 · 81st

  • RANK $27M
  • PHOTO 234
  • IND 81st
  • EOY 401(k)
  • 5500 near Connectify Hr Retirement Savings Plan
  • ASSETS ind #6471

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 Finance & Insurance retirement plans → · Plans in New Hampshire →

Concord General Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Concord General Mutual Insurance Company 401(k) PlanConcord General Mutual Insur…$27MConnectify Hr Retirement Savings PlanConnectify Hr Retirement Sav…$27MKenneth Y. Kai, D.D.S., Inc. 401(k) Profit Sharing PlanKenneth Y. Kai, D.D.S., Inc.…$27MHalmar International, LLC 401(k) Profit Sharing PlanHalmar International, LLC 40…$27MBoardwalk 1000 Retirement Savings PlanBoardwalk 1000 Retirement Sa…$27M
End-of-year total assets ($M) among Concord General Mutual Insurance Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN020131910
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord General Mutual Insurance Company)

Sponsor-wide plan assets over time

All Concord General Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$130M 16.7148651381237% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $130M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 328 $111M
2023 2 330 $122M
2024 2 319 $130M

Nearby 401(k) Plans in New Hampshire

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

Concord General Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600 Total assets ($M) Participants Concord General Mutual Insurance Company 401(k) Plan, Total assets ($M): 26.644257 · Participants: 234Concord General Mutual Insurance Company 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Concord General Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Concord General Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Concord General Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Connectify Hr Retirement Savings Plan in IA ($27M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Concord General Mutual Insurance Company 401(k) Plan assets move in 2022? ▼
Concord General Mutual Insurance Company 401(k) Plan declined sharply - down 15.6% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Concord General Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord General Mutual Insurance Company's sponsor-wide assets grew 16.7%, from $111M to $130M.
Where does Concord General Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Concord General Mutual Insurance Company 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Concord General Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connectify Hr Retirement Savings Plan in IA ($27M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Concord General Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifecare, Inc. 401(k) Plan in CT (234 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 020131910.

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.