Profit Sharing · DOL Form 5500 · 2023

Concord Investment Counsel Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$641,718
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, 3 participants

Concord Investment Counsel Inc's Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,802 in Finance & Insurance (8,869 peers)

2023 asset change

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan pulled back noticeably 12.5% in 2023 ($2M → $2M) for 3 participants.

#1,802
in Finance & Insurance (8,869 peers)
-12.5%
assets change YoY

The plan reported a net loss of $276K 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 among the smaller filed plans by assets

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

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

$1,925,155 30th percentile higher than 30% 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 Investment Counsel Inc Profit Sharing Qrp Group Plan among micro filed plans by headcount

Plan-year 2023 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 (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported net income fell from -$152K in the plan year 2022 filing to -$276K in the plan year 2023 filing.
  • Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported participants fell from 4 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Concord Investment Counsel Inc Profit Sharing Qrp Group Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330809931 · Concord Investment Counsel Inc PY 2023 · Profit Sharing

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan · $2M · 3 · 30th

  • IND $2M
  • EOY 3
  • 5500 30th
  • ASSETS Profit Sharing
  • PCT near Paragon Consulting Group Inc Profit Sharing Plan
  • EIN ind #1802

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…$2MParagon Consulting Group Inc Profit Sharing PlanParagon Consulting Group Inc…$2MJoseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$2MWm David Breedlove Profit Sharing PlanWm David Breedlove Profit Sh…$2MMitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2M
End-of-year total assets ($M) among Concord Investment Counsel Inc Profit Sharing Qrp Group Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Concord Investment Counsel Inc years around the 2023 move

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

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$276K
Employer EIN330809931
Plan Effective Date2002-04-02
Filing StatusFILING RECEIVED

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): 0.001925155 · Participants: 3Concord Investment Counsel Inc Profit Sharing Qrp Group PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings 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 Paragon Consulting Group Inc Profit Sharing Plan in SC ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Investment Counsel Inc Profit Sharing Qrp Group Plan assets move in 2023? ▼
Concord Investment Counsel Inc Profit Sharing Qrp Group Plan pulled back noticeably - down 12.5% during 2023, from $2M to $2M. Reported net income was -$276K.
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 Paragon Consulting Group Inc Profit Sharing Plan in SC ($2M, 2 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 Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 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.