401(k) · DOL Form 5500 · 2023

Concord Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
487
Participants Below avg headcount
81st
Percentile by assets National rank
$71,017
Avg per participant Below avg balance/head
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Official DOL plan name: Concord Management, Ltd. 401(k) Plan · Sponsored by Concord Management, Ltd. · Florida · Real Estate

$35M in assets, 487 participants

Concord Management, Ltd.'s Concord Management, Ltd. 401(k) Plan reported $35M in total assets and 487 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,349 in Real Estate (4,727 peers)

Where Concord Management, Ltd. 401(k) Plan sits by assets

Concord Management, Ltd. 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 487 participants (~$71,017/participant), up 14.8% in 2023.

#4,349
in Real Estate (4,727 peers)
+14.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Concord Management, Ltd. 401(k) Plan's outsized position by total assets

Concord Management, Ltd. 401(k) Plan vs every filed plan by assets

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

$34,585,070 Top 19% higher than 81% 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 Management, Ltd. 401(k) 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. Concord Management, Ltd. 401(k) Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord Management, Ltd. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Concord Management, Ltd. 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Concord Management, Ltd. 401(k) Plan reported participants fell from 501 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593337579 · Concord Management, Ltd. PY 2023 · 401(k)

Concord Management, Ltd. 401(k) Plan · $35M · 487 · 81st

  • BOY $35M
  • BOY 487
  • BOY 81st
  • BOY 401(k)
  • BOY near Marquette University High School 401(k) Plan
  • BOY ind #4349

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 Real Estate retirement plans → · Plans in Florida →

Concord Management, Ltd. 401(k) Plan in the asset neighbourhood

Concord Management, Ltd. 401(k) PlanConcord Management, Ltd. 401…$35MRedviking, 401(k) Profit Sharing PlanRedviking, 401(k) Profit Sha…$35MMarquette University High School 401(k) PlanMarquette University High Sc…$35MHoward, Wershbale & Co. Profit Sharing & 401(k) Plan and TrustHoward, Wershbale & Co. Prof…$35MBuilders Insurance Group, Inc. 401(k) PlanBuilders Insurance Group, In…$35M
End-of-year total assets ($M) among Concord Management, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN593337579
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Management, Ltd.)

Sponsor-wide plan assets over time

All Concord Management, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 29.784149100227214% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $39.1M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 501 $30M
2023 1 487 $35M
2024 1 487 $39M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Concord Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Concord Management, Ltd. 401(k) Plan, Total assets ($B): 0.03458507 · Participants: 487Concord Management, Ltd. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Concord Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Concord Management, Ltd. 401(k) Plan side-by-side with 3 peers →

Concord Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Marquette University High School 401(k) Plan in WI ($35M); by covered participants it is Bastion Technologies 401(k) Plan in TX (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Management, Ltd. 401(k) Plan assets move in 2023? ▼
Concord Management, Ltd. 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $30M to $35M. Reported net income was $4M.
How have Concord Management, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Management, Ltd.'s sponsor-wide assets grew 29.8%, from $30M to $39M.
Where does Concord Management, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Concord Management, Ltd. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Concord Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marquette University High School 401(k) Plan in WI ($35M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Concord Management, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bastion Technologies 401(k) Plan in TX (487 participants, $68M 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 593337579.

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.