401(k) · DOL Form 5500 · 2023

Concierge Renovation Company 401(k) Plan

Data updated 2026-08-25

$737K
Total assets Small plan by assets
41
Participants Small participant base
21st
Percentile by assets National rank
$17,977
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concierge Renovation Company 401(k) Plan · Sponsored by Concierge Renovation Company · Texas · Manufacturing

$737K in assets, 41 participants

Concierge Renovation Company's Concierge Renovation Company 401(k) Plan reported $737K in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,668 in Manufacturing (18,722 peers)

Concierge Renovation Company multi-year trail

Concierge Renovation Company's plans moved -36.9% in assets from 2022 to 2024; this filing shows Concierge Renovation Company 401(k) Plan at $737K / 41 participants.

#1,668
in Manufacturing (18,722 peers)
+12.5%
assets growth YoY

Concierge Renovation Company 401(k) Plan among the smaller filed plans by assets

Concierge Renovation Company 401(k) Plan vs every filed plan by assets

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

$737,051 21st percentile higher than 21% 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 Renovation Company 401(k) 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 Renovation Company 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concierge Renovation Company 401(k) Plan reported net income rose from $32K in the plan year 2022 filing to $82K in the plan year 2023 filing.
  • Concierge Renovation Company 401(k) Plan end-of-year assets rose from $655K in the plan year 2022 filing to $737K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814672906 · Concierge Renovation Company PY 2023 · 401(k)

Concierge Renovation Company 401(k) Plan · $737K · 41 · 21st

  • VS-ST $737K
  • VS-ST 41
  • VS-ST 21st
  • VS-ST 401(k)
  • VS-ST near Spaghettwest Corporation 401(k) Plan
  • VS-ST ind #1668

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 Texas →

Concierge Renovation Company 401(k) Plan in the asset neighbourhood

Concierge Renovation Company 401(k) PlanConcierge Renovation Company…$737KSpaghettwest Corporation 401(k) PlanSpaghettwest Corporation 401…$737KBroken Hart Tree Company 401(k) Profit Sharing PlanBroken Hart Tree Company 401…$737KBron-Yr-Aur Investment Corp. 401(k) PlanBron-Yr-Aur Investment Corp.…$737KLauer Tree Holdings Investment PlanLauer Tree Holdings Investme…$737K
End-of-year total assets ($M) among Concierge Renovation Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Concierge Renovation Company multi-year asset trail

Sponsor-wide plan assets over time

All Concierge Renovation Company plans reported in each filing year

Latest sponsor-wide plan assets
$414K 36.85578846350428% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.66M $0.41M ▼ -37.9%
Year Plans Participants Total Assets
2022 1 41 $655K
2023 1 41 $737K
2024 1 48 $414K

Concierge Renovation Company filing trail (2023)

Total Assets (Beginning of Year)$655K
Net Assets (End of Year)$737K
Net Income$82K
Employer EIN814672906
Plan Effective Date2016-12-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Concierge Renovation Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Concierge Renovation Company 401(k) Plan, Total assets ($B): 0.000737051 · Participants: 41Concierge Renovation Company 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Concierge Renovation Company 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Concierge Renovation Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Spaghettwest Corporation 401(k) Plan in OR ($737K); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Renovation Company 401(k) Plan assets move in 2023?
Concierge Renovation Company 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $655K to $737K. Reported net income was $82K.
How have Concierge Renovation Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Concierge Renovation Company's sponsor-wide assets declined 36.9%, from $655K to $414K.
Where does Concierge Renovation Company 401(k) Plan rank by assets among Form 5500 filers?
Concierge Renovation Company 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Concierge Renovation Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Spaghettwest Corporation 401(k) Plan in OR ($737K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Concierge Renovation Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (41 participants, $9M in assets).