401(k) · DOL Form 5500 · 2023

Concord Servicing Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
145
Participants Small participant base
58th
Percentile by assets National rank
$67,055
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concord Servicing Corporation 401(k) Psp · Sponsored by Concord Servicing Corporation · Arizona · Professional & Technical Services

$10M in assets, 145 participants

Concord Servicing Corporation's Concord Servicing Corporation 401(k) Psp reported $10M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,469 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Concord Servicing Corporation 401(k) Psp covers 145 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#11,469
in Professional & Technical Services (20,321 peers)
+15.1%
assets growth YoY

Concord Servicing Corporation 401(k) Psp's mid-pack asset rank among Professional & Technical Services and all filers

Concord Servicing Corporation 401(k) Psp vs every filed plan by assets

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

$9,722,951 Top 42% higher than 58% 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 Servicing Corporation 401(k) Psp 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 Servicing Corporation 401(k) Psp sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord Servicing Corporation 401(k) Psp reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Concord Servicing Corporation 401(k) Psp reported participants rose from 124 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Concord Servicing Corporation 401(k) Psp end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860617322 · Concord Servicing Corporation PY 2023 · 401(k)

Concord Servicing Corporation 401(k) Psp · $10M · 145 · 58th

  • BOY $10M
  • SCH 145
  • EBSA 58th
  • PART 401(k)
  • TYPE near Swindell Dressler International Company 401(k) Retirement Savings Plan
  • NET ind #11469

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 Arizona →

Concord Servicing Corporation 401(k) Psp in the asset neighbourhood

Concord Servicing Corporation 401(k) PspConcord Servicing Corporatio…$10MSwindell Dressler International Company 401(k) Retirement Savings PlanSwindell Dressler Internatio…$10MClickstop, Inc. 401(k) Plan$10MUnity International Group 401(k) PlanUnity International Group 40…$10MXylem Standard Xchange Savings Plan for Hourly EmployeesXylem Standard Xchange Savin…$10M
End-of-year total assets ($M) among Concord Servicing Corporation 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN860617322
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Servicing Corporation)

Sponsor-wide plan assets over time

All Concord Servicing Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 55.112914863939686% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.45M $13.1M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 124 $8M
2023 1 145 $10M
2024 1 131 $13M

Nearby 401(k) Plans in Arizona

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

Concord Servicing Corporation 401(k) Psp vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Concord Servicing Corporation 401(k) Psp, Total assets ($B): 0.009722951 · Participants: 145Concord Servicing Corporation 401(k) PspBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Concord Servicing Corporation 401(k) Psp vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Concord Servicing Corporation 401(k) Psp side-by-side with 3 peers →

Concord Servicing Corporation 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Swindell Dressler International Company 401(k) Retirement Savings Plan in PA ($10M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Servicing Corporation 401(k) Psp assets move in 2023? ▼
Concord Servicing Corporation 401(k) Psp grew sharply - up 15.1% during 2023, from $8M to $10M. Reported net income was $1M.
How have Concord Servicing Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Servicing Corporation's sponsor-wide assets grew 55.1%, from $8M to $13M.
Which 401(k) plans are similar in size to Concord Servicing Corporation 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Swindell Dressler International Company 401(k) Retirement Savings Plan in PA ($10M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Concord Servicing Corporation 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 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 860617322.

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.