401(k) · DOL Form 5500 · 2023

Concerto Health Ai Solutions, Ll 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
490
Participants Below avg headcount
86th
Percentile by assets National rank
$108,769
Avg per participant Below avg balance/head
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Official DOL plan name: Concerto Health Ai Solutions 401 (K) Plan · Sponsored by Concerto Health Ai Solutions, Ll · Pennsylvania · Professional & Technical Services

$53M in assets, 490 participants

Concerto Health Ai Solutions, Ll's Concerto Health Ai Solutions 401 (K) Plan reported $53M in total assets and 490 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,721 in Professional & Technical Services (20,321 peers)

Where Concerto Health Ai Solutions 401 (K) Plan sits by assets

Concerto Health Ai Solutions 401 (K) Plan sits in the top quartile of all filed plans by assets, $53M for 490 participants (~$108,769/participant), up 101.7% in 2023.

#17,721
in Professional & Technical Services (20,321 peers)
+101.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Concerto Health Ai Solutions 401 (K) Plan's outsized position by total assets

Concerto Health Ai Solutions 401 (K) Plan vs every filed plan by assets

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

$53,296,681 Top 14% higher than 86% 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

Concerto Health Ai Solutions 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. Concerto Health Ai Solutions 401 (K) Plan sits mid-pack in the medium band (490 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concerto Health Ai Solutions 401 (K) Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Concerto Health Ai Solutions 401 (K) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Concerto Health Ai Solutions 401 (K) Plan reported participants fell from 525 in the plan year 2022 filing to 490 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844112846 · Concerto Health Ai Solutions, Ll PY 2023 · 401(k)

Concerto Health Ai Solutions 401 (K) Plan · $53M · 490 · 86th

  • 5500 $53M
  • ASSETS 490
  • PCT 86th
  • EIN 401(k)
  • RANK near Insight Venture Partners 401(k) Plan
  • PHOTO ind #17721

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Concerto Health Ai Solutions 401 (K) Plan in the asset neighbourhood

Concerto Health Ai Solutions 401 (K) PlanConcerto Health Ai Solutions…$53MInsight Venture Partners 401(k) PlanInsight Venture Partners 401…$53MJasper Products L.L.C. 401(k) PlanJasper Products L.L.C. 401(k…$53MKoley Jessen P.C. 401(k) Plan$53MBaxter Auto Group 401(k) Plan$53M
End-of-year total assets ($M) among Concerto Health Ai Solutions 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)$26M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN844112846
Plan Effective Date2018-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Concerto Health Ai Solutions, Ll)

Sponsor-wide plan assets over time

All Concerto Health Ai Solutions, Ll plans reported in each filing year

Latest sponsor-wide plan assets
$63M 139.33084404347795% vs 2022
2024 filing year
$20M$40M$60M$80M 202220232024 $26.4M $63.3M ▲ +139.3%
Year Plans Participants Total Assets
2022 1 525 $26M
2023 1 490 $53M
2024 1 509 $63M

Nearby 401(k) Plans in Pennsylvania

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

Concerto Health Ai Solutions 401 (K) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Concerto Health Ai Solutions 401 (K) Plan, Total assets ($B): 0.053296681 · Participants: 490Concerto Health Ai Solutions 401 (K) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Concerto Health Ai Solutions 401 (K) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Concerto Health Ai Solutions 401 (K) Plan side-by-side with 3 peers →

Concerto Health Ai Solutions 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Insight Venture Partners 401(k) Plan in NY ($53M); by covered participants it is Metagenics LLC 401(k) Retirement Plan in CA (490 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Concerto Health Ai Solutions 401 (K) Plan assets move in 2023? ▼
Concerto Health Ai Solutions 401 (K) Plan surged - up 101.7% during 2023, from $26M to $53M. Reported net income was $8M.
How have Concerto Health Ai Solutions, Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concerto Health Ai Solutions, Ll's sponsor-wide assets grew 139.3%, from $26M to $63M.
Where does Concerto Health Ai Solutions 401 (K) Plan rank by assets among Form 5500 filers? ▼
Concerto Health Ai Solutions 401 (K) Plan ranks in the 86th 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 Concerto Health Ai Solutions 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insight Venture Partners 401(k) Plan in NY ($53M, 472 participants).
Which 401(k) plans cover a similar participant headcount to Concerto Health Ai Solutions 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metagenics LLC 401(k) Retirement Plan in CA (490 participants, $50M 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 844112846.

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.