Profit Sharing · DOL Form 5500 · 2022

Concord Investment Counsel Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$550,208
Avg per participant High balance/head
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Official DOL plan name: Concord Investment Counsel Inc Profit Sharing Qrp Group Plan · Sponsored by Concord Investment Counsel Inc · California · Finance & Insurance

$2M in assets, 4 participants

Concord Investment Counsel Inc's Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,208 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan holds $2M for 4 participants - about $550,208 per participant, in the lower half of filed plans by assets.

#2,208
in Finance & Insurance (9,261 peers)
-6.5%
assets change YoY

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan's mid-pack asset rank among Finance & Insurance and all filers

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan vs every filed plan by assets

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

$2,200,832 35th percentile higher than 35% 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

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord Investment Counsel Inc Profit Sharing Qrp Group Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 330809931 · Concord Investment Counsel Inc PY 2022 · Profit Sharing

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan · $2M · 4 · 35th

  • NET $2M
  • NET 4
  • NET 35th
  • NET Profit Sharing
  • NET near Fox Grape Family Dentistry 401(k) Profit Sharing Plan
  • NET ind #2208

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 California →

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan in the asset neighbourhood

Concord Investment Counsel Inc Profit Sharing Qrp Group PlanConcord Investment Counsel I…$2MFox Grape Family Dentistry 401(k) Profit Sharing PlanFox Grape Family Dentistry 4…$2MAgusta Corporation Employee Profit Sharing PlanAgusta Corporation Employee …$2MEric H Spellman Dds Keogh Profit Sharing Plan OpEric H Spellman Dds Keogh Pr…$2MEdward R. Levin, Cpa Self Employed Profit Sharing PlanEdward R. Levin, Cpa Self Em…$2M
End-of-year total assets ($M) among Concord Investment Counsel Inc Profit Sharing Qrp Group Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$152K
Employer EIN330809931
Plan Effective Date2002-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Investment Counsel Inc)

Sponsor-wide plan assets over time

All Concord Investment Counsel Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.5961545451901826% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.2M $2.14M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in California

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

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Concord Investment Counsel Inc Profit Sharing Qrp Group Plan, Total assets ($B): 0.002200832 · Participants: 4Concord Investment Counsel Inc Profit Sharing Qrp Group PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Concord Investment Counsel Inc Profit Sharing Qrp Group Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Concord Investment Counsel Inc Profit Sharing Qrp Group Plan side-by-side with 3 peers →

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Fox Grape Family Dentistry 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Concord Investment Counsel Inc Profit Sharing Qrp Group Plan assets move in 2022? ▼
Concord Investment Counsel Inc Profit Sharing Qrp Group Plan pulled back noticeably - down 6.5% during 2022, from $2M to $2M. Reported net income was -$152K.
How have Concord Investment Counsel Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Investment Counsel Inc's sponsor-wide assets declined 2.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Concord Investment Counsel Inc Profit Sharing Qrp Group Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fox Grape Family Dentistry 401(k) Profit Sharing Plan in MO ($2M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Concord Investment Counsel Inc Profit Sharing Qrp Group Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K 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 330809931.

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.