Profit Sharing · DOL Form 5500 · 2023

Concern for Independent Living, Inc. Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
358
Participants Below avg headcount
74th
Percentile by assets National rank
$60,969
Avg per participant Low balance/head
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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.

  • #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.

#6,762
in Other Services (7,857 peers)
+24.3%
assets growth YoY

Concern for Mental Health, Inc. Retirement Plan's outsized position 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

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

Concern for Mental Health, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concern for Mental Health, Inc. Retirement Plan sits mid-pack in the medium band (358 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237259687 · Concern for Independent Living, Inc. PY 2023 · Profit Sharing

Concern for Mental Health, Inc. Retirement Plan · $22M · 358 · 74th

  • ASSETS $22M
  • PCT 358
  • EIN 74th
  • RANK Profit Sharing
  • PHOTO near Segerstrom Center for the Arts 403(b) Retirement Plan
  • IND ind #6762

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 Other Services retirement plans → · Plans in New York →

Concern for Mental Health, Inc. Retirement Plan in the asset neighbourhood

Operative Plasterers and Cement Masons Local 29 Annuity PlanOperative Plasterers and Cem…$22MConcern for Mental Health, Inc. Retirement PlanConcern for Mental Health, I…$22MSegerstrom Center for the Arts 403(b) Retirement PlanSegerstrom Center for the Ar…$22MI.B.E.W. Local 855 Defined Contribution Pension Plan & TrustI.B.E.W. Local 855 Defined C…$22MAccion International 403(b) Retirement PlanAccion International 403(b) …$22M
End-of-year total assets ($M) among Concern for Mental Health, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN237259687
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concern for Independent Living, Inc.)

Sponsor-wide plan assets over time

All Concern for Independent Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 46.06230291186509% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $25.7M ▲ +46.1%
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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Concern for Mental Health, Inc. Retirement Plan, Total assets ($B): 0.021827027 · Participants: 358Concern for Mental Health, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Concern for Mental Health, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Concern for Mental Health, Inc. Retirement Plan side-by-side with 3 peers →

Concern for Mental Health, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Segerstrom Center for the Arts 403(b) Retirement Plan in CA ($22M); by covered participants it is Ec Waste Puerto Rico Retirement Plan Retirement Plan in PR (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Concern for Mental Health, Inc. Retirement Plan assets move in 2023? ▼
Concern for Mental Health, Inc. Retirement Plan grew sharply - up 24.3% during 2023, from $18M to $22M. Reported net income was $4M.
How have Concern for Independent Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concern for Independent Living, Inc.'s sponsor-wide assets grew 46.1%, from $18M to $26M.
Which Profit Sharing plans are similar in size to Concern for Mental Health, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Segerstrom Center for the Arts 403(b) Retirement Plan in CA ($22M, 670 participants).
Which Profit Sharing plans cover a similar participant headcount to Concern for Mental Health, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ec Waste Puerto Rico Retirement Plan Retirement Plan in PR (358 participants, $13M 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 237259687.

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.