401(k) · DOL Form 5500 · 2023

Concentric Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
297
Participants Below avg headcount
69th
Percentile by assets National rank
$55,684
Avg per participant Low balance/head
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Official DOL plan name: Concentric Advisors 401(k) Retirement Plan · Sponsored by Concentric Group, Inc. · Washington · Professional & Technical Services

$17M in assets, 297 participants

Concentric Group, Inc.'s Concentric Advisors 401(k) Retirement Plan reported $17M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,906 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Concentric Advisors 401(k) Retirement Plan covers 297 participants in Washington, about 20% of the average Washington filer (state average ~1,476 per filing). Assets: $17M.

#13,906
in Professional & Technical Services (20,321 peers)
+27.7%
assets growth YoY

Concentric Advisors 401(k) Retirement Plan's outsized position by total assets

Concentric Advisors 401(k) Retirement Plan vs every filed plan by assets

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

$16,538,119 Top 31% higher than 69% 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

Concentric Advisors 401(k) 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. Concentric Advisors 401(k) Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concentric Advisors 401(k) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Concentric Advisors 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Concentric Advisors 401(k) Retirement Plan reported participants rose from 246 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 300503641 · Concentric Group, Inc. PY 2023 · 401(k)

Concentric Advisors 401(k) Retirement Plan · $17M · 297 · 69th

  • PCT $17M
  • PCT 297
  • PCT 69th
  • PCT 401(k)
  • PCT near The Envent Corporation Profit Sharing Plan
  • PCT ind #13906

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 Washington →

Concentric Advisors 401(k) Retirement Plan in the asset neighbourhood

Concentric Advisors 401(k) Retirement PlanConcentric Advisors 401(k) R…$17MThe Envent Corporation Profit Sharing PlanThe Envent Corporation Profi…$17MOrthotexas 401(k) Plan$17MBarnum and Celillo Electric, Inc Profit Sharing and 401(k) PlanBarnum and Celillo Electric,…$17MEchostor Technologies, Inc. 401(k) Profit Sharing Plan and TrustEchostor Technologies, Inc. …$17M
End-of-year total assets ($M) among Concentric Advisors 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN300503641
Plan Effective Date2013-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concentric Group, Inc.)

Sponsor-wide plan assets over time

All Concentric Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 27.732703669751622% vs 2022
2023 filing year
$12M$14M$16M$18M 20222023 $13M $16.5M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 246 $13M
2023 1 297 $17M

Nearby 401(k) Plans in Washington

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

Concentric Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Concentric Advisors 401(k) Retirement Plan, Total assets ($B): 0.016538119 · Participants: 297Concentric Advisors 401(k) Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Concentric Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Concentric Advisors 401(k) Retirement Plan side-by-side with 3 peers →

Concentric Advisors 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is The Envent Corporation Profit Sharing Plan in CA ($17M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Concentric Advisors 401(k) Retirement Plan assets move in 2023? ▼
Concentric Advisors 401(k) Retirement Plan grew sharply - up 27.7% during 2023, from $13M to $17M. Reported net income was $4M.
How have Concentric Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Concentric Group, Inc.'s sponsor-wide assets grew 27.7%, from $13M to $17M.
Which 401(k) plans are similar in size to Concentric Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Envent Corporation Profit Sharing Plan in CA ($17M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants, N/A 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 300503641.

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.