401(k) · DOL Form 5500 · 2023

The Concord Advisory Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
29
Participants Small participant base
62nd
Percentile by assets National rank
$403,031
Avg per participant High balance/head
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Official DOL plan name: Concord Advisory Group Retirement Savings Plan · Sponsored by The Concord Advisory Group, Ltd. · New Jersey · Finance & Insurance

$12M in assets, 29 participants

The Concord Advisory Group, Ltd.'s Concord Advisory Group Retirement Savings Plan reported $12M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,155 in Finance & Insurance (8,869 peers)

The Concord Advisory Group, Ltd. multi-year trail

The Concord Advisory Group, Ltd.'s plans moved +52.0% in assets from 2022 to 2024; this filing shows Concord Advisory Group Retirement Savings Plan at $12M / 29 participants.

#4,155
in Finance & Insurance (8,869 peers)
+25.2%
assets growth YoY

Concord Advisory Group Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Concord Advisory Group Retirement Savings Plan vs every filed plan by assets

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

$11,687,906 Top 38% higher than 62% 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

Concord Advisory Group Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord Advisory Group Retirement Savings Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord Advisory Group Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Concord Advisory Group Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Concord Advisory Group Retirement Savings Plan reported participants fell from 32 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223039644 · The Concord Advisory Group, Ltd. PY 2023 · 401(k)

Concord Advisory Group Retirement Savings Plan · $12M · 29 · 62nd

  • PHOTO $12M
  • IND 29
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Freightliner of Harrisburg Retirement Plan
  • PCT ind #4155

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 Jersey →

Concord Advisory Group Retirement Savings Plan in the asset neighbourhood

Concord Advisory Group Retirement Savings PlanConcord Advisory Group Retir…$12MFreightliner of Harrisburg Retirement PlanFreightliner of Harrisburg R…$12MCaplin & Drysdale, Chartered Retirement Plan and Trust Single Plan BCaplin & Drysdale, Chartered…$12MStructural and Steel Products 401(k) PlanStructural and Steel Product…$12MApci 401(k) Plan$12M
End-of-year total assets ($M) among Concord Advisory Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Concord Advisory Group, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All The Concord Advisory Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.98156026439015% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.33M $14.2M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 32 $9M
2023 1 29 $12M
2024 1 33 $14M

The Concord Advisory Group, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN223039644
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Concord Advisory Group Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Concord Advisory Group Retirement Savings Plan, Total assets ($B): 0.011687906 · Participants: 29Concord Advisory Group Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Concord Advisory Group Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Concord Advisory Group Retirement Savings Plan side-by-side with 3 peers →

Concord Advisory Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Freightliner of Harrisburg Retirement Plan in PA ($12M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Concord Advisory Group Retirement Savings Plan assets move in 2023? ▼
Concord Advisory Group Retirement Savings Plan grew sharply - up 25.2% during 2023, from $9M to $12M. Reported net income was $2M.
How have The Concord Advisory Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Concord Advisory Group, Ltd.'s sponsor-wide assets grew 52.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Concord Advisory Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freightliner of Harrisburg Retirement Plan in PA ($12M, 588 participants).
Which 401(k) plans cover a similar participant headcount to Concord Advisory Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M 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 223039644.

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.