401(k) · DOL Form 5500 · 2023

Kolmac Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
217
Participants Below avg headcount
35th
Percentile by assets National rank
$13,495
Avg per participant Low balance/head
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Official DOL plan name: Concerted Care Group 401(k) Plan · Sponsored by Kolmac Acquisition, LLC · Maryland · Healthcare & Social Assistance

$3M in assets, 217 participants

Kolmac Acquisition, LLC's Concerted Care Group 401(k) Plan reported $3M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,405 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Concerted Care Group 401(k) Plan covers 217 participants in Maryland, about 23% of the average Maryland filer (state average ~929 per filing). Assets: $3M.

#6,405
in Healthcare & Social Assistance (17,684 peers)
+28.8%
assets growth YoY

Concerted Care Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Concerted Care Group 401(k) Plan vs every filed plan by assets

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

$2,928,501 35th percentile higher than 35% 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

Concerted Care Group 401(k) 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. Concerted Care Group 401(k) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concerted Care Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $640K in the plan year 2023 filing.
  • Concerted Care Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Concerted Care Group 401(k) Plan reported participants fell from 248 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 831409744 · Kolmac Acquisition, LLC PY 2023 · 401(k)

Concerted Care Group 401(k) Plan · $3M · 217 · 35th

  • BOY $3M
  • BOY 217
  • BOY 35th
  • BOY 401(k)
  • BOY near Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan
  • BOY ind #6405

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Concerted Care Group 401(k) Plan in the asset neighbourhood

Concerted Care Group 401(k) PlanConcerted Care Group 401(k) …$3MRountree & Brady Insurance Agency, LLC Employees' Incentive PlanRountree & Brady Insurance A…$3MClark Pacific Union 401(k) PlanClark Pacific Union 401(k) P…$3MThe Lee Manor 401(k) Plan$3MAir Co. Ltd. 401(k) Plan$3M
End-of-year total assets ($M) among Concerted Care Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$640K
Employer EIN831409744
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kolmac Acquisition, LLC)

Sponsor-wide plan assets over time

All Kolmac Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.741679629280245% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.27M $2.79M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 248 $2M
2023 1 217 $3M
2024 1 189 $3M

Nearby 401(k) Plans in Maryland

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

Concerted Care Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Concerted Care Group 401(k) Plan, Total assets ($B): 0.002928501 · Participants: 217Concerted Care Group 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Concerted Care Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Concerted Care Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan in GA ($3M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Concerted Care Group 401(k) Plan assets move in 2023?
Concerted Care Group 401(k) Plan grew sharply - up 28.8% during 2023, from $2M to $3M. Reported net income was $640K.
How have Kolmac Acquisition, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Kolmac Acquisition, LLC's sponsor-wide assets grew 22.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Concerted Care Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rountree & Brady Insurance Agency, LLC Employees' Incentive Plan in GA ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Concerted Care Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M in assets).