401(k) · DOL Form 5500 · 2023

Concord General Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
245
Participants Below avg headcount
79th
Percentile by assets National rank
$116,906
Avg per participant Below avg balance/head
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Official DOL plan name: Concord General Mutual Insurance Company 401(k) Plan · Sponsored by Concord General Mutual Insurance Company · New Hampshire · Finance & Insurance

$29M in assets, 245 participants

Concord General Mutual Insurance Company's Concord General Mutual Insurance Company 401(k) Plan reported $29M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,959 in Finance & Insurance (8,869 peers)

Where Concord General Mutual Insurance Company 401(k) Plan sits by assets

Concord General Mutual Insurance Company 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 245 participants (~$116,906/participant), up 7.5% in 2023.

#5,959
in Finance & Insurance (8,869 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Concord General Mutual Insurance Company 401(k) Plan's outsized position by total assets

Concord General Mutual Insurance Company 401(k) Plan vs every filed plan by assets

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

$28,641,859 Top 21% higher than 79% 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 General Mutual Insurance Company 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 General Mutual Insurance Company 401(k) Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord General Mutual Insurance Company 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Concord General Mutual Insurance Company 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Concord General Mutual Insurance Company 401(k) Plan reported participants rose from 234 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 020131910 · Concord General Mutual Insurance Company PY 2023 · 401(k)

Concord General Mutual Insurance Company 401(k) Plan · $29M · 245 · 79th

  • PCT $29M
  • EIN 245
  • RANK 79th
  • PHOTO 401(k)
  • IND near Sovos Brands 401(k) Plan
  • EOY ind #5959

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 Finance & Insurance retirement plans → · Plans in New Hampshire →

Concord General Mutual Insurance Company 401(k) Plan in the asset neighbourhood

Concord General Mutual Insurance Company 401(k) PlanConcord General Mutual Insur…$29MSovos Brands 401(k) Plan$29MNorth American Stamping Group 401(k) PlanNorth American Stamping Grou…$29MCommunity Health Centers, Inc. 401(k) PlanCommunity Health Centers, In…$29MPeripheral Vascular Associates 401(k) PlanPeripheral Vascular Associat…$29M
End-of-year total assets ($M) among Concord General Mutual Insurance Company 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)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN020131910
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord General Mutual Insurance Company)

Sponsor-wide plan assets over time

All Concord General Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$130M 16.7148651381237% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $130M ▲ +16.7%
Year Plans Participants Total Assets
2022 2 328 $111M
2023 2 330 $122M
2024 2 319 $130M

Nearby 401(k) Plans in New Hampshire

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

Concord General Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Concord General Mutual Insurance Company 401(k) Plan, Total assets ($M): 28.641859 · Participants: 245Concord General Mutual Insurance Company 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Concord General Mutual Insurance Company 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Concord General Mutual Insurance Company 401(k) Plan side-by-side with 3 peers →

Concord General Mutual Insurance Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Sovos Brands 401(k) Plan in CO ($29M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 General Mutual Insurance Company 401(k) Plan assets move in 2023? ▼
Concord General Mutual Insurance Company 401(k) Plan grew at a solid clip - up 7.5% during 2023, from $27M to $29M. Reported net income was $2M.
How have Concord General Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord General Mutual Insurance Company's sponsor-wide assets grew 16.7%, from $111M to $130M.
Where does Concord General Mutual Insurance Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Concord General Mutual Insurance Company 401(k) Plan ranks in the 79th 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 General Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sovos Brands 401(k) Plan in CO ($29M, 669 participants).
Which 401(k) plans cover a similar participant headcount to Concord General Mutual Insurance Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 020131910.

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.