401(k)
2023 plan-year 401(k) DOL Form 5500

Concoa Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Controls Corporation of America · Virginia · Manufacturing

What the 2023 filing shows

Concoa Retirement Savings Plan holds $9M for 93 participants — about $92,962 per participant, up 18.5% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
93
covered participants
$92,962
avg assets per participant
+18.5%
assets growth YoY
Total Assets (2023)
$9M
Participants
93
State
Industry
Manufacturing

What the Filing Says About Concoa Retirement Savings Plan

Concoa Retirement Savings Plan is a 401(k) retirement plan sponsored by Controls Corporation of America, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 93 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 541399467, and the plan has been effective since 1991-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $9M at year-end — a gain of 18.5%. Net assets (after liabilities) closed the year at $9M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$1M
Plan Type401(k)
Employer EIN541399467
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Controls Corporation of America)

Year Plans Participants Total Assets
2022 1 92 $7M
2023 1 93 $9M
2024 1 88 $10M

Nearby 401(k) Plans in Virginia

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

Frequently Asked Questions

How much money is in the Concoa Retirement Savings Plan?
As of the 2023 Form 5500 filing, Concoa Retirement Savings Plan holds $9M in total assets with 93 participants. It is sponsored by Controls Corporation of America.
What type of plan is Concoa Retirement Savings Plan?
Concoa Retirement Savings Plan is a 401(k) plan. It has been effective since 1991-07-01. The plan is filed with the U.S. Department of Labor under EIN 541399467.
Who sponsors the Concoa Retirement Savings Plan?
Concoa Retirement Savings Plan is sponsored by Controls Corporation of America, located in Virginia. The sponsor's EIN is 541399467 and the plan operates in the Manufacturing industry.
How did Concoa Retirement Savings Plan perform in 2023?
Concoa Retirement Savings Plan grew by 18.5% during 2023, moving from $7M to $9M in total assets. Net income was $1M.
Where can I find official filings for Concoa Retirement Savings Plan?
Official Form 5500 filings for Concoa Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 541399467 or plan name at efast.dol.gov.
How does Concoa Retirement Savings Plan compare to other plans?
You can compare Concoa Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 541399467.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.