401(k) · DOL Form 5500 · 2023

Concklin Enterprises, Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$565,430
Avg per participant High balance/head
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Official DOL plan name: Concklin Enterprises Retirement Plan · Sponsored by Concklin Enterprises, Inc · North Carolina · Food Services & Accommodation

$1M in assets, 2 participants

Concklin Enterprises, Inc's Concklin Enterprises Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,313 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Concklin Enterprises Retirement Plan ranks #2,313 of 3,828 2023 filers by assets (1730% of the sector average)-$1M for 2 participants.

#2,313
in Food Services & Accommodation (3,828 peers)
+28.4%
assets growth YoY

Concklin Enterprises Retirement Plan among the smaller filed plans by assets

Concklin Enterprises Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,130,859 25th percentile higher than 25% of 127,068 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 2023

Concklin Enterprises Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concklin Enterprises Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concklin Enterprises Retirement Plan reported net income rose from -$26K in the plan year 2022 filing to $250K in the plan year 2023 filing.
  • Concklin Enterprises Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831981102 · Concklin Enterprises, Inc PY 2023 · 401(k)

Concklin Enterprises Retirement Plan · $1M · 2 · 25th

  • NET $1M
  • BOOK 2
  • VS-ST 25th
  • BOY 401(k)
  • SCH near The Beverage Works Union 401(k) Plan
  • EBSA ind #2313

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Concklin Enterprises Retirement Plan in the asset neighbourhood

Concklin Enterprises Retirement PlanConcklin Enterprises Retirem…$1MThe Beverage Works Union 401(k) PlanThe Beverage Works Union 401…$1MCigniti Technologies, Inc. 401(k) Profit Sharing PlanCigniti Technologies, Inc. 4…$1MFusion Industries LLC 401(k) Profit Sharing Plan & TrustFusion Industries LLC 401(k)…$1MBuena Vida Concepts, Inc. 401(k) Profit Sharing PlanBuena Vida Concepts, Inc. 40…$1M
End-of-year total assets ($M) among Concklin Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$881K
Net Assets (End of Year)$1M
Net Income$250K
Employer EIN831981102
Plan Effective Date2018-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Concklin Enterprises, Inc)

Sponsor-wide plan assets over time

All Concklin Enterprises, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.7902446484051835% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.05M $1.03M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 2 4 $2M
2024 1 2 $1M

Nearby 401(k) Plans in North Carolina

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

Concklin Enterprises Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Concklin Enterprises Retirement Plan, Total assets ($B): 0.001130859 · Participants: 2Concklin Enterprises Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Concklin Enterprises Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Concklin Enterprises Retirement Plan side-by-side with 3 peers →

Concklin Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Beverage Works Union 401(k) Plan in NJ ($1M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Concklin Enterprises Retirement Plan assets move in 2023? ▼
Concklin Enterprises Retirement Plan grew sharply - up 28.4% during 2023, from $881K to $1M. Reported net income was $250K.
How have Concklin Enterprises, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concklin Enterprises, Inc's sponsor-wide assets declined 1.8%, from $1M to $1M.
Where does Concklin Enterprises Retirement Plan rank by assets among Form 5500 filers? ▼
Concklin Enterprises Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Concklin Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Beverage Works Union 401(k) Plan in NJ ($1M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Concklin Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831981102.

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.