401(k) · DOL Form 5500 · 2023

Concepts Diversified 401(k) Plan

Data updated 2026-08-25

$258K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$258,250
Avg per participant Above avg balance/head
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Official DOL plan name: Concepts Diversified 401(k) Profit Sharing Plan & Trust · Sponsored by Concepts Diversified · Pennsylvania · Finance & Insurance

$258K in assets, 1 participants

Concepts Diversified's Concepts Diversified 401(k) Profit Sharing Plan & Trust reported $258K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

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

Concepts Diversified multi-year trail

Concepts Diversified's plans moved -46.7% in assets from 2022 to 2024; this filing shows Concepts Diversified 401(k) Profit Sharing Plan & Trust at $258K / 1 participant.

#647
in Finance & Insurance (8,869 peers)
+4.1%
assets growth YoY

Concepts Diversified 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Concepts Diversified 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$258,250 13th percentile higher than 13% 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

Concepts Diversified 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concepts Diversified 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concepts Diversified 401(k) Profit Sharing Plan & Trust reported net income rose from -$29K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Concepts Diversified 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $248K in the plan year 2022 filing to $258K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 352186646 · Concepts Diversified PY 2023 · 401(k)

Concepts Diversified 401(k) Profit Sharing Plan & Trust · $258K · 1 · 13th

  • EOY $258K
  • EOY 1
  • EOY 13th
  • EOY 401(k)
  • EOY near Marilyn a. Minter 401(k) Profit Sharing Plan
  • EOY ind #647

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 Pennsylvania →

Concepts Diversified 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Concepts Diversified 401(k) Profit Sharing Plan & TrustConcepts Diversified 401(k) …$258KMarilyn a. Minter 401(k) Profit Sharing PlanMarilyn a. Minter 401(k) Pro…$258KMjmmz Corp. 401(k) Plan$258KGuetter Enterprises, Inc. 401(k) PlanGuetter Enterprises, Inc. 40…$258KSmenner Enterprises, Inc. 401(k) Profit Sharing PlanSmenner Enterprises, Inc. 40…$258K
End-of-year total assets ($M) among Concepts Diversified 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Concepts Diversified multi-year asset trail

Sponsor-wide plan assets over time

All Concepts Diversified plans reported in each filing year

Latest sponsor-wide plan assets
$132K 46.74903885678361% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.25M $0.13M ▼ -48.0%
Year Plans Participants Total Assets
2022 1 1 $248K
2023 1 1 $258K
2024 1 1 $132K

Concepts Diversified filing trail (2023)

Total Assets (Beginning of Year)$248K
Net Assets (End of Year)$258K
Net Income$10K
Employer EIN352186646
Plan Effective Date2003-09-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Concepts Diversified 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Concepts Diversified 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00025825 · Participants: 1Concepts Diversified 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Concepts Diversified 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Concepts Diversified 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Concepts Diversified 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Marilyn a. Minter 401(k) Profit Sharing Plan in NY ($258K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($258K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Concepts Diversified 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Concepts Diversified 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.1% during 2023, from $248K to $258K. Reported net income was $10K.
How have Concepts Diversified plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concepts Diversified's sponsor-wide assets declined 46.7%, from $248K to $132K.
Where does Concepts Diversified 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Concepts Diversified 401(k) Profit Sharing Plan & Trust ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Concepts Diversified 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Marilyn a. Minter 401(k) Profit Sharing Plan in NY ($258K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Concepts Diversified 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 352186646.

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.