Profit Sharing · DOL Form 5500 · 2023
Concern for Independent Living, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $22M
- Total assets
- 358
- Participants
- 74th
- Percentile by assets
- $60,969
- Avg per participant
Official DOL plan name: Concern for Mental Health, Inc. Retirement Plan · Sponsored by Concern for Independent Living, Inc. · New York · Other Services
$22M in assets, 358 participants
Concern for Independent Living, Inc.'s Concern for Mental Health, Inc. Retirement Plan reported $22M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #6,762 in Other Services (7,857 peers)
Coverage in New York
Concern for Mental Health, Inc. Retirement Plan covers 358 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $22M.
- $22M
- total plan assets (2023 EOY)
- 358
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $60,969
- avg assets per participant
Where Concern for Mental Health, Inc. Retirement Plan sits by total assets
Concern for Mental Health, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,827,027 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Concern for Mental Health, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Concern for Mental Health, Inc. Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Concern for Mental Health, Inc. Retirement Plan reported participants fell from 367 in the plan year 2022 filing to 358 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Concern for Mental Health, Inc. Retirement Plan reports 358 participants - about 45% of that state average ($22M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 237259687 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concern for Independent Living, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $18M |
| 2023 | 1 | 358 | $22M |
| 2024 | 1 | 363 | $26M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Concern for Mental Health, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Concern for Mental Health, Inc. Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Concern for Mental Health, Inc. Retirement Plan assets move in 2023? ▼
How have Concern for Independent Living, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Concern for Mental Health, Inc. Retirement Plan's numbers.
- By total assets, Concern for Mental Health, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Concern for Independent Living, Inc.'s sponsor-wide assets have grown 46.1% since 2022 across 3 plan years on file. More Other Services plans