401(k) · DOL Form 5500 · 2023

Concordance Healthcare Solutions 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
967
Participants Near avg headcount
84th
Percentile by assets National rank
$43,865
Avg per participant Low balance/head
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Official DOL plan name: Concordance Healthcare Solutions 401(k) Retirement Plan · Sponsored by Concordance Healthcare Solutions · Ohio · Wholesale Trade

$42M in assets, 967 participants

Concordance Healthcare Solutions's Concordance Healthcare Solutions 401(k) Retirement Plan reported $42M in total assets and 967 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,333 in Wholesale Trade (6,309 peers)

Where Concordance Healthcare Solutions 401(k) Retirement Plan sits by assets

Concordance Healthcare Solutions 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 967 participants (~$43,865/participant), up 2.7% in 2023.

#5,333
in Wholesale Trade (6,309 peers)
+2.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Concordance Healthcare Solutions 401(k) Retirement Plan's outsized position by total assets

Concordance Healthcare Solutions 401(k) Retirement Plan vs every filed plan by assets

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

$42,417,841 Top 16% higher than 84% 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

Concordance Healthcare Solutions 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. Concordance Healthcare Solutions 401(k) Retirement Plan sits mid-pack in the medium band (967 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concordance Healthcare Solutions 401(k) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Concordance Healthcare Solutions 401(k) Retirement Plan reported participants fell from 1,041 in the plan year 2022 filing to 967 in the plan year 2023 filing.
  • Concordance Healthcare Solutions 401(k) Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 383986849 · Concordance Healthcare Solutions PY 2023 · 401(k)

Concordance Healthcare Solutions 401(k) Retirement Plan · $42M · 967 · 84th

  • PCT $42M
  • EIN 967
  • RANK 84th
  • PHOTO 401(k)
  • IND near Kaiser Group International, Inc. Section 401(k) Plan
  • EOY ind #5333

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 Wholesale Trade retirement plans → · Plans in Ohio →

Concordance Healthcare Solutions 401(k) Retirement Plan in the asset neighbourhood

Concordance Healthcare Solutions 401(k) Retirement PlanConcordance Healthcare Solut…$42MKaiser Group International, Inc. Section 401(k) PlanKaiser Group International, …$42MApex Analytix 401(k) Profit Sharing PlanApex Analytix 401(k) Profit …$42MThumbtack, Inc 401(k) Plan$42MGrand Island Clinic, Inc. Profit Sharing Plan and TrustGrand Island Clinic, Inc. Pr…$42M
End-of-year total assets ($M) among Concordance Healthcare Solutions 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$42M
Net Income$1M
Employer EIN383986849
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concordance Healthcare Solutions)

Sponsor-wide plan assets over time

All Concordance Healthcare Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$45M 9.43230881560613% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $41.3M $45.2M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 1,041 $41M
2023 1 967 $42M
2024 1 893 $45M

Nearby 401(k) Plans in Ohio

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

Concordance Healthcare Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Concordance Healthcare Solutions 401(k) Retirement Plan, Total assets ($B): 0.042417841 · Participants: 967Concordance Healthcare Solutions 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Concordance Healthcare Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Concordance Healthcare Solutions 401(k) Retirement Plan side-by-side with 3 peers →

Concordance Healthcare Solutions 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Kaiser Group International, Inc. Section 401(k) Plan in AL ($42M); by covered participants it is Wieden & Kennedy, Inc. 401(k) Profit Sharing Plan in OR (967 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (967 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 Concordance Healthcare Solutions 401(k) Retirement Plan assets move in 2023? ▼
Concordance Healthcare Solutions 401(k) Retirement Plan edged up modestly - up 2.7% during 2023, from $41M to $42M. Reported net income was $1M.
How have Concordance Healthcare Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concordance Healthcare Solutions's sponsor-wide assets grew 9.4%, from $41M to $45M.
Where does Concordance Healthcare Solutions 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Concordance Healthcare Solutions 401(k) Retirement Plan ranks in the 84th 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 Concordance Healthcare Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaiser Group International, Inc. Section 401(k) Plan in AL ($42M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Concordance Healthcare Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wieden & Kennedy, Inc. 401(k) Profit Sharing Plan in OR (967 participants, $231M 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 383986849.

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.