Defined Benefit (Pension) · DOL Form 5500 · 2023

Concentric Rockford Inc. Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
52
Participants Small participant base
80th
Percentile by assets National rank
$613,736
Avg per participant High balance/head
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Official DOL plan name: Concentric Rockford Inc. Employees' Pension Plan · Sponsored by Concentric Rockford Inc. · Illinois · Manufacturing

$32M in assets, 52 participants

Concentric Rockford Inc.'s Concentric Rockford Inc. Employees' Pension Plan reported $32M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,503 in Manufacturing (18,722 peers)

Where Concentric Rockford Inc. Employees' Pension Plan sits by assets

Concentric Rockford Inc. Employees' Pension Plan sits in the top quartile of all filed plans by assets, $32M for 52 participants (~$613,736/participant), up 6.1% in 2023.

#13,503
in Manufacturing (18,722 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Concentric Rockford Inc. Employees' Pension Plan's outsized position by total assets

Concentric Rockford Inc. Employees' Pension Plan vs every filed plan by assets

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

$31,914,261 Top 20% higher than 80% 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

Concentric Rockford Inc. 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. Concentric Rockford Inc. Employees' Pension Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concentric Rockford Inc. Employees' Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Concentric Rockford Inc. Employees' Pension Plan end-of-year assets rose from $30M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Concentric Rockford Inc. Employees' Pension Plan reported participants fell from 53 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363262177 · Concentric Rockford Inc. PY 2023 · Defined Benefit (Pension)

Concentric Rockford Inc. Employees' Pension Plan · $32M · 52 · 80th

  • 5500 $32M
  • 5500 52
  • 5500 80th
  • 5500 Defined Benefit (Pension)
  • 5500 near Preformed Line Products Company Hourly Employees Retirement Plan
  • 5500 ind #13503

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 Manufacturing retirement plans → · Plans in Illinois →

Concentric Rockford Inc. Employees' Pension Plan in the asset neighbourhood

Concentric Rockford Inc. Employees' Pension PlanConcentric Rockford Inc. Emp…$32MPreformed Line Products Company Hourly Employees Retirement PlanPreformed Line Products Comp…$32ML3harris Keo Pension Plan$32MCash Balance Pension Plan for Certain Represented Employees of Hitachi Energy USA Inc.Cash Balance Pension Plan fo…$32MNational Automatic Sprinkler Industry Fund Office Employees Pension PlanNational Automatic Sprinkler…$32M
End-of-year total assets ($M) among Concentric Rockford Inc. 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)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN363262177
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concentric Rockford Inc.)

Sponsor-wide plan assets over time

All Concentric Rockford Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 2.9328829653768937% vs 2022
2024 filing year
$46M$48M$50M$52M 202220232024 $46.7M $48.1M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 188 $47M
2023 2 245 $51M
2024 2 247 $48M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Concentric Rockford Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Concentric Rockford Inc. Employees' Pension Plan, Total assets ($B): 0.031914261 · Participants: 52Concentric Rockford Inc. Employees' Pension PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Concentric Rockford Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Concentric Rockford Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Preformed Line Products Company Hourly Employees Retirement Plan in OH ($32M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

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 Concentric Rockford Inc. Employees' Pension Plan assets move in 2023?
Concentric Rockford Inc. Employees' Pension Plan grew at a solid clip - up 6.1% during 2023, from $30M to $32M. Reported net income was $2M.
How have Concentric Rockford Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Concentric Rockford Inc.'s sponsor-wide assets grew 2.9%, from $47M to $48M.
Where does Concentric Rockford Inc. Employees' Pension Plan rank by assets among Form 5500 filers?
Concentric Rockford Inc. Employees' Pension Plan ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Concentric Rockford Inc. Employees' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Preformed Line Products Company Hourly Employees Retirement Plan in OH ($32M, 254 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Concentric Rockford Inc. Employees' Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M in assets).