401(k) · DOL Form 5500 · 2022
Concord Management, Ltd. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 501
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $60,153
- Avg per participant Low balance/head
Official DOL plan name: Concord Management, Ltd. 401(k) Plan · Sponsored by Concord Management, Ltd. · Florida · Real Estate
$30M in assets, 501 participants
Concord Management, Ltd.'s Concord Management, Ltd. 401(k) Plan reported $30M in total assets and 501 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #4,683 in Real Estate (5,057 peers)
Where Concord Management, Ltd. 401(k) Plan sits by assets
Concord Management, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 501 participants (~$60,153/participant), down 14.7% in 2022.
- #4,683
- in Real Estate (5,057 peers)
- -14.7%
- 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 Management, Ltd. 401(k) Plan's outsized position by total assets
Concord Management, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,136,775 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Concord Management, Ltd. 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 Management, Ltd. 401(k) Plan sits mid-pack in the medium band (501 participants).
Plan-year Form 5500 strip
Filing strip 593337579 · Concord Management, Ltd. PY 2022 · 401(k)
Concord Management, Ltd. 401(k) Plan · $30M · 501 · 83rd
- BOOK $30M
- VS-ST 501
- BOY 83rd
- SCH 401(k)
- EBSA near Kordsa, Inc. 401(k) Profit Sharing Plan
- PART ind #4683
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 Real Estate retirement plans → · Plans in Florida →
Concord Management, Ltd. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$5M |
| Employer EIN | 593337579 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concord Management, Ltd.)
Sponsor-wide plan assets over time
All Concord Management, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 29.784149100227214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $30M |
| 2023 | 1 | 487 | $35M |
| 2024 | 1 | 487 | $39M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Concord Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Kordsa, Inc. 401(k) Profit Sharing Plan in TN ($30M); by covered participants it is Freddy's Frozen Custard 401(k) Plan in KS (501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Kordsa, Inc. 401(k) Profit Sharing Plan (TN) $30M · 412
- Con Am 401(k) Retirement Plan (CA) $30M · 1,393
- Duluth Holdings, Inc. 401(k) Profit Sharing Plan (WI) $30M · 1,456
- Heartland Technology Group Savings and Retirement Plan (WI) $30M · 180
Similar participant headcount
Nearest other-state filings by covered participants (501 participants); asset peers above are excluded.
- Freddy's Frozen Custard 401(k) Plan (KS) 501 · 0 off
- Bauer Built Employee 401(k) Benefit Plan (WI) 501 · 0 off
- Kiara, Inc. 401(k) Profit Sharing Plan (IL) 501 · 0 off
- Incipe, LLC Dba Hawk Ford of Oak Lawn 401(k) Plan (IL) 501 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.