401(k) · DOL Form 5500 · 2023

Concentric Rockford Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
193
Participants Below avg headcount
71st
Percentile by assets National rank
$97,403
Avg per participant Below avg balance/head
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Official DOL plan name: Concentric Rockford Inc. Employees' 401(k) Savings Plan · Sponsored by Concentric Rockford Inc. · Illinois · Manufacturing

$19M in assets, 193 participants

Concentric Rockford Inc.'s Concentric Rockford Inc. Employees' 401(k) Savings Plan reported $19M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,423 in Manufacturing (18,722 peers)

Coverage in Illinois

Concentric Rockford Inc. Employees' 401(k) Savings Plan covers 193 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#11,423
in Manufacturing (18,722 peers)
+12.9%
assets growth YoY

Concentric Rockford Inc. Employees' 401(k) Savings Plan's outsized position by total assets

Concentric Rockford Inc. Employees' 401(k) Savings Plan vs every filed plan by assets

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

$18,798,874 Top 29% higher than 71% 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' 401(k) Savings 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 Rockford Inc. Employees' 401(k) Savings Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concentric Rockford Inc. Employees' 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Concentric Rockford Inc. Employees' 401(k) Savings Plan reported participants rose from 135 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • Concentric Rockford Inc. Employees' 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363262177 · Concentric Rockford Inc. PY 2023 · 401(k)

Concentric Rockford Inc. Employees' 401(k) Savings Plan · $19M · 193 · 71st

  • ASSETS $19M
  • PCT 193
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Navos 401(k) Retirement Plan
  • IND ind #11423

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' 401(k) Savings Plan in the asset neighbourhood

Concentric Rockford Inc. Employees' 401(k) Savings PlanConcentric Rockford Inc. Emp…$19MNavos 401(k) Retirement Plan$19MJervey Eye Group, P. a. Retirement PlanJervey Eye Group, P. a. Reti…$19MAristeia Capital, LLC Retirement PlanAristeia Capital, LLC Retire…$19MJesco, Inc. Savings and Investment PlanJesco, Inc. Savings and Inve…$19M
End-of-year total assets ($M) among Concentric Rockford Inc. Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN363262177
Plan Effective Date1989-02-21
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 401(k) Plans in Illinois

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

Concentric Rockford Inc. Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Concentric Rockford Inc. Employees' 401(k) Savings Plan, Total assets ($B): 0.018798874 · Participants: 193Concentric Rockford Inc. Employees' 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Concentric Rockford Inc. Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Concentric Rockford Inc. Employees' 401(k) Savings Plan side-by-side with 3 peers →

Concentric Rockford Inc. Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Navos 401(k) Retirement Plan in WA ($19M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Concentric Rockford Inc. Employees' 401(k) Savings Plan assets move in 2023? ▼
Concentric Rockford Inc. Employees' 401(k) Savings Plan grew at a solid clip - up 12.9% during 2023, from $17M to $19M. 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.
Which 401(k) plans are similar in size to Concentric Rockford Inc. Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Navos 401(k) Retirement Plan in WA ($19M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Rockford Inc. Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M 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 363262177.

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.