401(k) · DOL Form 5500 · 2023
Concentric LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 705
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $37,094
- Avg per participant Low balance/head
Official DOL plan name: Concentric, LLC 401(k) Plan · Sponsored by Concentric LLC · Texas · Other Services
$26M in assets, 705 participants
Concentric LLC's Concentric, LLC 401(k) Plan reported $26M in total assets and 705 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #6,934 in Other Services (7,857 peers)
Where Concentric, LLC 401(k) Plan sits by assets
Concentric, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 705 participants (~$37,094/participant).
- #6,934
- in Other Services (7,857 peers)
- $3M
- reported net income
- 0.3×
- vs typical plan assets (national mean)
Concentric, LLC 401(k) Plan's outsized position by total assets
Concentric, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,151,074 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Concentric, LLC 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. Concentric, LLC 401(k) Plan sits mid-pack in the medium band (705 participants).
EBSA filing schedule strip
Filing strip 812516516 · Concentric LLC PY 2023 · 401(k)
Concentric, LLC 401(k) Plan · $26M · 705 · 77th
- NET $26M
- BOOK 705
- VS-ST 77th
- BOY 401(k)
- SCH near Mcic Vermont, LLC 401(k) Retirement Plan
- EBSA ind #6934
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 Other Services retirement plans → · Plans in Texas →
Concentric, LLC 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 812516516 |
| Plan Effective Date | 2023-11-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concentric LLC)
Sponsor-wide plan assets over time
All Concentric LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 48.8320823840734% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 705 | $26M |
| 2024 | 1 | 1,024 | $39M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Concentric, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mcic Vermont, LLC 401(k) Retirement Plan in VT ($26M); by covered participants it is Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in TN (705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Mcic Vermont, LLC 401(k) Retirement Plan (VT) $26M · 88
- Beauregard Memorial Hospital Employees' Retirement Plan (LA) $26M · 398
- Rees Broome, PC 401(k) Plan (VA) $26M · 92
- Bai, Inc. 401(k) Retirement Plan (VA) $26M · 68
Similar participant headcount
Nearest other-state filings by covered participants (705 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.