Other · DOL Form 5500 · 2022
Concepts of Independence, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 438
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $11,074
- Avg per participant Low balance/head
Official DOL plan name: Concepts Salary Deferral 403(b) Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance
$5M in assets, 438 participants
Concepts of Independence, Inc.'s Concepts Salary Deferral 403(b) Plan reported $5M in total assets and 438 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #11,129 in Healthcare & Social Assistance (20,060 peers)
Concepts of Independence, Inc. multi-year trail
Concepts of Independence, Inc.'s plans moved +51.2% in assets from 2022 to 2024; this filing shows Concepts Salary Deferral 403(b) Plan at $5M / 438 participants.
- #11,129
- in Healthcare & Social Assistance (20,060 peers)
- +11.8%
- assets growth YoY
Concepts Salary Deferral 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Concepts Salary Deferral 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,850,625 Top 50% higher than 50% 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
Concepts Salary Deferral 403(b) 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. Concepts Salary Deferral 403(b) Plan sits mid-pack in the medium band (438 participants).
Form 5500 schedule snapshot
Filing strip 510239824 · Concepts of Independence, Inc. PY 2022 · Other
Concepts Salary Deferral 403(b) Plan · $5M · 438 · 50th
- BOOK $5M
- BOOK 438
- BOOK 50th
- BOOK Other
- BOOK near Puff, Sierzega & Macfeeters LLC Tr
- BOOK ind #11129
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 Salary Deferral 403(b) Plan in the asset neighbourhood
Concepts of Independence, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,696 | $15M |
| 2023 | 4 | 2,714 | $22M |
| 2024 | 3 | 4,925 | $23M |
Concepts of Independence, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $511K |
| Employer EIN | 510239824 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Concepts Salary Deferral 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Puff, Sierzega & Macfeeters LLC Tr in NJ ($5M); by covered participants it is Lawrence Technological University DC Retirement Plan in MI (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Lawrence Technological University DC Retirement Plan (MI) 438 · 0 off
- Valley Christian Schools Retirement Plan (CA) 438 · 0 off
- The Kennedy Center, Inc. 403(b) Retirement Plan (CT) 438 · 0 off
- Work, Inc. 403(b) Plan (MA) 438 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.