Profit Sharing · DOL Form 5500 · 2022

Concepts of Independence, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
2,130
Participants Near avg headcount
59th
Percentile by assets National rank
$3,567
Avg per participant Low balance/head
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Official DOL plan name: Concepts of Independence, Inc. Supplemental Retirement Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance

$8M in assets, 2,130 participants

Concepts of Independence, Inc.'s Concepts of Independence, Inc. Supplemental Retirement Plan reported $8M in total assets and 2,130 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #13,062 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Concepts of Independence, Inc. Supplemental Retirement Plan covers 2,130 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $8M.

#13,062
in Healthcare & Social Assistance (20,060 peers)
+0.8%
assets growth YoY

Concepts of Independence, Inc. Supplemental Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Concepts of Independence, Inc. Supplemental Retirement Plan vs every filed plan by assets

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

$7,598,173 Top 41% higher than 59% 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

Concepts of Independence, Inc. Supplemental Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concepts of Independence, Inc. Supplemental Retirement Plan lands in the large band (2,130 participants).

Plan-year Form 5500 strip

Filing strip 510239824 · Concepts of Independence, Inc. PY 2022 · Profit Sharing

Concepts of Independence, Inc. Supplemental Retirement Plan · $8M · 2,130 · 59th

  • TYPE $8M
  • NET 2,130
  • BOOK 59th
  • VS-ST Profit Sharing
  • BOY near Blau Mechanical Employee Profit Sharing Trust
  • SCH ind #13062

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Concepts of Independence, Inc. Supplemental Retirement Plan in the asset neighbourhood

Knickerbocker Realty Co., Inc. Retirement PlanKnickerbocker Realty Co., In…$8MConcepts of Independence, Inc. Supplemental Retirement PlanConcepts of Independence, In…$8MBlau Mechanical Employee Profit Sharing TrustBlau Mechanical Employee Pro…$8MPand Corporation Profit Sharing PlanPand Corporation Profit Shar…$8MCjhorak Enterprises Inc Retirement PlanCjhorak Enterprises Inc Reti…$8M
End-of-year total assets ($M) among Concepts of Independence, Inc. Supplemental Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$67K
Employer EIN510239824
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concepts of Independence, Inc.)

Sponsor-wide plan assets over time

All Concepts of Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 51.17161219402985% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.4M $23.3M ▲ +51.2%
Year Plans Participants Total Assets
2022 3 2,696 $15M
2023 4 2,714 $22M
2024 3 4,925 $23M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Concepts of Independence, Inc. Supplemental Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Concepts of Independence, Inc. Supplemental Retirement Plan, Total assets ($B): 0.007598173 · Participants: 2130Concepts of Independence, Inc. Supplemental Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Concepts of Independence, Inc. Supplemental Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Concepts of Independence, Inc. Supplemental Retirement Plan side-by-side with 3 peers →

Concepts of Independence, Inc. Supplemental Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Blau Mechanical Employee Profit Sharing Trust in KY ($8M); by covered participants it is United Regional Health Care System 401(a) Retirement Savings Plan in TX (2,150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,130 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 Concepts of Independence, Inc. Supplemental Retirement Plan assets move in 2022? ▼
Concepts of Independence, Inc. Supplemental Retirement Plan held essentially flat - up 0.8% during 2022, from $8M to $8M. Reported net income was $67K.
How have Concepts of Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concepts of Independence, Inc.'s sponsor-wide assets grew 51.2%, from $15M to $23M.
Which Profit Sharing plans are similar in size to Concepts of Independence, Inc. Supplemental Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Blau Mechanical Employee Profit Sharing Trust in KY ($8M, 26 participants).
Which Profit Sharing plans cover a similar participant headcount to Concepts of Independence, Inc. Supplemental Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United Regional Health Care System 401(a) Retirement Savings Plan in TX (2,150 participants, $61M 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 510239824.

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.