401(k) · DOL Form 5500 · 2023

Concierge Retirement Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
38th
Percentile by assets National rank
$326,913
Avg per participant High balance/head
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Official DOL plan name: Concierge Retirement Services, Inc. Retirement Plan · Sponsored by Concierge Retirement Services, Inc. · New York · Professional & Technical Services

$4M in assets, 11 participants

Concierge Retirement Services, Inc.'s Concierge Retirement Services, Inc. Retirement Plan reported $4M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,243 in Professional & Technical Services (20,321 peers)

Concierge Retirement Services, Inc. multi-year trail

Concierge Retirement Services, Inc.'s plans moved +34.4% in assets from 2022 to 2024; this filing shows Concierge Retirement Services, Inc. Retirement Plan at $4M / 11 participants.

#7,243
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

Concierge Retirement Services, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Concierge Retirement Services, Inc. Retirement Plan vs every filed plan by assets

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

$3,596,043 38th percentile higher than 38% 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

Concierge Retirement Services, Inc. Retirement 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. Concierge Retirement Services, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concierge Retirement Services, Inc. Retirement Plan reported net income rose from -$853K in the plan year 2022 filing to $686K in the plan year 2023 filing.
  • Concierge Retirement Services, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Concierge Retirement Services, Inc. Retirement Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132945975 · Concierge Retirement Services, Inc. PY 2023 · 401(k)

Concierge Retirement Services, Inc. Retirement Plan · $4M · 11 · 38th

  • EIN $4M
  • EIN 11
  • EIN 38th
  • EIN 401(k)
  • EIN near Treecon Resources Inc. 401(k) Plan
  • EIN ind #7243

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 Professional & Technical Services retirement plans → · Plans in New York →

Concierge Retirement Services, Inc. Retirement Plan in the asset neighbourhood

Concierge Retirement Services, Inc. Retirement PlanConcierge Retirement Service…$4MTreecon Resources Inc. 401(k) PlanTreecon Resources Inc. 401(k…$4MHorizon Activities Centers 403b DC PlanHorizon Activities Centers 4…$4MStone's, Inc. 401(k) Plan$4MTensile Testing, Inc. 401(k) PlanTensile Testing, Inc. 401(k)…$4M
End-of-year total assets ($M) among Concierge Retirement Services, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Concierge Retirement Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Concierge Retirement Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 34.35157528848986% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.91M $3.91M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 11 $4M
2024 1 11 $4M

Concierge Retirement Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$686K
Employer EIN132945975
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Concierge Retirement Services, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Concierge Retirement Services, Inc. Retirement Plan, Total assets ($B): 0.003596043 · Participants: 11Concierge Retirement Services, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Concierge Retirement Services, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Concierge Retirement Services, Inc. Retirement Plan side-by-side with 3 peers →

Concierge Retirement Services, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Treecon Resources Inc. 401(k) Plan in TX ($4M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Concierge Retirement Services, Inc. Retirement Plan assets move in 2023? ▼
Concierge Retirement Services, Inc. Retirement Plan grew sharply - up 23.6% during 2023, from $3M to $4M. Reported net income was $686K.
How have Concierge Retirement Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concierge Retirement Services, Inc.'s sponsor-wide assets grew 34.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Concierge Retirement Services, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Treecon Resources Inc. 401(k) Plan in TX ($4M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Concierge Retirement Services, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 132945975.

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.