Defined Benefit (Pension) · DOL Form 5500 · 2023

Concord General Mutual Insurance Company Pension Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
85
Participants Small participant base
91st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concord General Mutual Insurance Company Employees Pension Plan · Sponsored by Concord General Mutual Insurance Company · New Hampshire · Finance & Insurance

$93M in assets, 85 participants

Concord General Mutual Insurance Company's Concord General Mutual Insurance Company Employees Pension Plan reported $93M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,611 in Finance & Insurance (8,869 peers)

Where Concord General Mutual Insurance Company Employees Pension Plan sits by assets

Concord General Mutual Insurance Company Employees Pension Plan sits in the top 10% of all filed plans by assets, $93M for 85 participants (~$1.1M/participant), up 10.2% in 2023.

#7,611
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Concord General Mutual Insurance Company Employees Pension Plan's outsized position by total assets

Concord General Mutual Insurance Company Employees Pension Plan vs every filed plan by assets

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

$93,184,015 Top 9% higher than 91% 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 Employees Pension Plan among smaller 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 Employees Pension Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concord General Mutual Insurance Company Employees Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Concord General Mutual Insurance Company Employees Pension Plan end-of-year assets rose from $85M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Concord General Mutual Insurance Company Employees Pension Plan reported participants fell from 94 in the plan year 2022 filing to 85 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 · Defined Benefit (Pension)

Concord General Mutual Insurance Company Employees Pension Plan · $93M · 85 · 91st

  • 5500 $93M
  • ASSETS 85
  • PCT 91st
  • EIN Defined Benefit (Pension)
  • RANK near Pension Plan for Cooperatives
  • PHOTO ind #7611

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 Employees Pension Plan in the asset neighbourhood

Middlesex Water Company Pension PlanMiddlesex Water Company Pens…$93MConcord General Mutual Insurance Company Employees Pension PlanConcord General Mutual Insur…$93MPension Plan for Cooperatives$93MAvis Rent a Car System, LLC Pension PlanAvis Rent a Car System, LLC …$93MContinental NA Pension Plan$93M
End-of-year total assets ($M) among Concord General Mutual Insurance Company Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$93M
Net Income$9M
Employer EIN020131910
Plan Effective Date1949-01-01
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 Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Concord General Mutual Insurance Company Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0200400600800 Total assets ($M) Participants Concord General Mutual Insurance Company Employees Pension Plan, Total assets ($M): 93.184015 · Participants: 85Concord General Mutual Insurance Company Employees Pension PlanPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 625.683263 · Participants: 1514Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 379.810141 · Participants: 3425Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 277.808703 · Participants: 520Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 221.250544 · Participants: 397Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 220.988013 · Participants: 275Osram Sylvania Pension Plan
Concord General Mutual Insurance Company Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Concord General Mutual Insurance Company Employees Pension Plan side-by-side with 3 peers →

Concord General Mutual Insurance Company Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Pension Plan for Cooperatives in MN ($93M); by covered participants it is Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial in NY (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

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 Employees Pension Plan assets move in 2023? ▼
Concord General Mutual Insurance Company Employees Pension Plan grew at a solid clip - up 10.2% during 2023, from $85M to $93M. Reported net income was $9M.
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 Employees Pension Plan rank by assets among Form 5500 filers? ▼
Concord General Mutual Insurance Company Employees Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Concord General Mutual Insurance Company Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Cooperatives in MN ($93M, 816 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Concord General Mutual Insurance Company Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cash Balance Retirement Plan for Employees of Credit Industriel Et Commercial in NY (85 participants, $41M 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.