Other · DOL Form 5500 · 2023
Concepts of Independence, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 414
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $14,057
- Avg per participant Low balance/head
Official DOL plan name: Concepts Salary Deferral 403(b) Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance
$6M in assets, 414 participants
Concepts of Independence, Inc.'s Concepts Salary Deferral 403(b) Plan reported $6M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,183 in Healthcare & Social Assistance (17,684 peers)
Concepts of Independence, Inc. multi-year trail
Concepts of Independence, Inc.'s plans moved +51.2% in assets from 2022 to 2024; this filing shows Concepts Salary Deferral 403(b) Plan at $6M / 414 participants.
- #9,183
- in Healthcare & Social Assistance (17,684 peers)
- +20.0%
- assets growth YoY
Concepts Salary Deferral 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Concepts Salary Deferral 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,819,530 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Concepts Salary Deferral 403(b) 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. Concepts Salary Deferral 403(b) Plan sits mid-pack in the medium band (414 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Concepts Salary Deferral 403(b) Plan reported net income rose from $511K in the plan year 2022 filing to $969K in the plan year 2023 filing.
- Concepts Salary Deferral 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Concepts Salary Deferral 403(b) Plan reported participants fell from 438 in the plan year 2022 filing to 414 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 510239824 · Concepts of Independence, Inc. PY 2023 · Other
Concepts Salary Deferral 403(b) Plan · $6M · 414 · 47th
- PART $6M
- TYPE 414
- NET 47th
- BOOK Other
- VS-ST near Parent/Child,Inc Tsa Plan
- BOY ind #9183
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 New York →
Concepts Salary Deferral 403(b) Plan in the asset neighbourhood
Concepts of Independence, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Concepts of Independence, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 51.17161219402985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,696 | $15M |
| 2023 | 4 | 2,714 | $22M |
| 2024 | 3 | 4,925 | $23M |
Concepts of Independence, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $969K |
| Employer EIN | 510239824 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Concepts Salary Deferral 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Parent/Child,Inc Tsa Plan in TX ($6M); by covered participants it is NECA-IBEW Local Union 1701 Pension Benefit Trust Fund in MI (414 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Parent/Child,Inc Tsa Plan (TX) $6M · 180
- Campion Center Retirement Plan (MA) $6M · 98
- Section 403(b) Retirement Plan for Arrow Child & Family Ministries (TX) $6M · 665
- Jerome Home 403(b) Plan (CT) $6M · 264
Similar participant headcount
Nearest other-state filings by covered participants (414 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.