401(k) · DOL Form 5500 · 2023
Concentrix Cvg Corporation 401(k) Plan
Data updated 2026-08-25
- $798M
- Total assets Above avg plan size
- 15,691
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $50,831
- Avg per participant Low balance/head
Official DOL plan name: Concentrix Retirement and Savings Plan · Sponsored by Concentrix Cvg Corporation · Ohio · Management of Enterprises
$798M in assets, 15,691 participants
Concentrix Cvg Corporation's Concentrix Retirement and Savings Plan reported $798M in total assets and 15,691 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #1,063 in Management of Enterprises (1,137 peers)
Coverage in Ohio
Concentrix Retirement and Savings Plan covers 15,691 participants in Ohio, 21x the typical Ohio plan (state average ~765 per filing). Assets: $798M.
- #1,063
- in Management of Enterprises (1,137 peers)
- +24.5%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Concentrix Retirement and Savings Plan's outsized position by total assets
Concentrix Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$797,596,037 Top 2% higher than 98% 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
Concentrix Retirement and Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concentrix Retirement and Savings Plan is a mega filing (15,691 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Concentrix Retirement and Savings Plan reported net income rose from -$162M in the plan year 2022 filing to $99M in the plan year 2023 filing.
- Concentrix Retirement and Savings Plan end-of-year assets rose from $641M in the plan year 2022 filing to $798M in the plan year 2023 filing.
- Concentrix Retirement and Savings Plan reported participants fell from 18,556 in the plan year 2022 filing to 15,691 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 831746894 · Concentrix Cvg Corporation PY 2023 · 401(k)
Concentrix Retirement and Savings Plan · $798M · 15,691 · 98th
- RANK $798M
- RANK 15,691
- RANK 98th
- RANK 401(k)
- RANK near Vensure Employer Services, Inc. 401(k) Profit Sharing Plan
- RANK ind #1063
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 Management of Enterprises retirement plans → · Plans in Ohio →
Concentrix Retirement and Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $641M |
|---|---|
| Net Assets (End of Year) | $798M |
| Net Income | $99M |
| Employer EIN | 831746894 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concentrix Cvg Corporation)
Sponsor-wide plan assets over time
All Concentrix Cvg Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $995M 31.526331247724876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 19,312 | $756M |
| 2023 | 2 | 16,391 | $916M |
| 2024 | 2 | 17,387 | $995M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Concentrix Retirement and Savings Plan
Concentrix Retirement and Savings Plan reports $798M in end-of-year assets across 15,691 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $50,831 per participant (37% of the national average assets-per-participant) . Net income for plan year 2023 was $99M.
This plan identity (EIN 831746894, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $641M to $880M (+37.4%) while covered participants moved from 18,556 to 16,747 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,556 | $641M | Open filing |
| 2023 | 15,691 | $798M | This page |
| 2024 · index core | 16,747 | $880M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Concentrix Retirement and Savings Plan (401(k), $880M, 16,747 participants)
- Convergys Corporation Pension Plan (Defined Benefit (Pension), $115M, 640 participants)
Concentrix Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Vensure Employer Services, Inc. 401(k) Profit Sharing Plan in AZ ($798M); by covered participants it is Abc Supply Company Employees' Savings & Retirement Plan in WI (15,701 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($798M here).
- Vensure Employer Services, Inc. 401(k) Profit Sharing Plan (AZ) $798M · 34,972
- Cadence 401(k) Profit-Sharing Plan (MS) $797M · 6,578
- Blue Cross and Blue Shield of Minnesota Employee Savings Plan (MN) $799M · 3,053
- Infrastructure Prosperity Group Employee Stock Ownership and Deferred Compensation Plan (IN) $799M · 1,082
Similar participant headcount
Nearest other-state filings by covered participants (15,691 participants); asset peers above are excluded.
- Abc Supply Company Employees' Savings & Retirement Plan (WI) 15,701 · 10 off
- Pg&e Corp. Retirement Savings Plan for Union-Represented Employees (CA) 15,679 · 12 off
- Amalgamated Transit Union National 401(k) Pension Plan (IL) 15,705 · 14 off
- Four Seasons Hotels Retirement Benefit Plan () 15,652 · 39 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.