Defined Benefit (Pension) · DOL Form 5500 · 2023

Concepts of Independence, Inc. Pension Plan

Data updated 2026-08-25

$329K
Total assets Small plan by assets
15
Participants Small participant base
14th
Percentile by assets National rank
$21,930
Avg per participant Low balance/head
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Official DOL plan name: Concepts of Independence, Inc. Defined Benefit Pension · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance

$329K in assets, 15 participants

Concepts of Independence, Inc.'s Concepts of Independence, Inc. Defined Benefit Pension reported $329K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,804 in Healthcare & Social Assistance (17,684 peers)

Concepts of Independence, Inc. multi-year trail

Concepts of Independence, Inc.'s plans moved +51.2% in assets from 2022 to 2024; this filing shows Concepts of Independence, Inc. Defined Benefit Pension at $329K / 15 participants.

#1,804
in Healthcare & Social Assistance (17,684 peers)
-22.1%
assets change YoY

The plan reported a net loss of $299K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concepts of Independence, Inc. Defined Benefit Pension among the smaller filed plans by assets

Concepts of Independence, Inc. Defined Benefit Pension vs every filed plan by assets

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

$328,957 14th percentile higher than 14% 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

Concepts of Independence, Inc. Defined Benefit Pension among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concepts of Independence, Inc. Defined Benefit Pension is a small filing (15 participants) on this national headcount ladder.

DOL schedule card

Filing strip 510239824 · Concepts of Independence, Inc. PY 2023 · Defined Benefit (Pension)

Concepts of Independence, Inc. Defined Benefit Pension · $329K · 15 · 14th

  • NET $329K
  • NET 15
  • NET 14th
  • NET Defined Benefit (Pension)
  • NET near Murphy Management Services Corporation Defined Benefit Plan
  • NET ind #1804

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Concepts of Independence, Inc. Defined Benefit Pension in the asset neighbourhood

Concepts of Independence, Inc. Defined Benefit PensionConcepts of Independence, In…$329KMurphy Management Services Corporation Defined Benefit PlanMurphy Management Services C…$329KPension Plan for Agricultural Employees of Member Ers of CgfPension Plan for Agricultura…$332KBaby Dream LLC Defined Benefit Pension PlanBaby Dream LLC Defined Benef…$324KUfcw Local 1262 and Employers Non Food Pension FundUfcw Local 1262 and Employer…$323K
End-of-year total assets ($M) among Concepts of Independence, Inc. Defined Benefit Pension and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Concepts of Independence, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Concepts of Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 51.17161219402985% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.4M $23.3M ▲ +51.2%
Year Plans Participants Total Assets
2022 3 2,696 $15M
2023 4 2,714 $22M
2024 3 4,925 $23M

Concepts of Independence, Inc. filing trail (2023)

Total Assets (Beginning of Year)$422K
Net Assets (End of Year)$56K
Net Income-$299K
Employer EIN510239824
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Concepts of Independence, Inc. Defined Benefit Pension vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Concepts of Independence, Inc. Defined Benefit Pension, Total assets ($B): 0.000328957 · Participants: 15Concepts of Independence, Inc. Defined Benefit PensionIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Concepts of Independence, Inc. Defined Benefit Pension vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Concepts of Independence, Inc. Defined Benefit Pension side-by-side with 3 peers →

Concepts of Independence, Inc. Defined Benefit Pension's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Murphy Management Services Corporation Defined Benefit Plan in WA ($329K); by covered participants it is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Concepts of Independence, Inc. Defined Benefit Pension assets move in 2023? ▼
Concepts of Independence, Inc. Defined Benefit Pension declined sharply - down 22.1% during 2023, from $422K to $329K. Reported net income was -$299K.
How have Concepts of Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concepts of Independence, Inc.'s sponsor-wide assets grew 51.2%, from $15M to $23M.
Where does Concepts of Independence, Inc. Defined Benefit Pension rank by assets among Form 5500 filers? ▼
Concepts of Independence, Inc. Defined Benefit Pension ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Concepts of Independence, Inc. Defined Benefit Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Murphy Management Services Corporation Defined Benefit Plan in WA ($329K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Concepts of Independence, Inc. Defined Benefit Pension? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Woman's Life Insurance Society in MI (15 participants, $17M 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 510239824.

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.