Profit Sharing · DOL Form 5500 · 2023
Concepts of Independence, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 2,150
- Participants Near avg headcount
- 63rd
- Percentile by assets National rank
- $5,596
- Avg per participant Low balance/head
Official DOL plan name: Concepts of Independence, Inc. Supplemental Retirement Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance
$12M in assets, 2,150 participants
Concepts of Independence, Inc.'s Concepts of Independence, Inc. Supplemental Retirement Plan reported $12M in total assets and 2,150 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,033 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Concepts of Independence, Inc. Supplemental Retirement Plan covers 2,150 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $12M.
- #12,033
- in Healthcare & Social Assistance (17,684 peers)
- +58.4%
- assets growth YoY
Concepts of Independence, Inc. Supplemental Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Concepts of Independence, Inc. Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,032,064 Top 37% higher than 63% 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 of Independence, Inc. Supplemental Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concepts of Independence, Inc. Supplemental Retirement Plan lands in the large band (2,150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Concepts of Independence, Inc. Supplemental Retirement Plan reported net income rose from $67K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Concepts of Independence, Inc. Supplemental Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Concepts of Independence, Inc. Supplemental Retirement Plan reported participants rose from 2,130 in the plan year 2022 filing to 2,150 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 510239824 · Concepts of Independence, Inc. PY 2023 · Profit Sharing
Concepts of Independence, Inc. Supplemental Retirement Plan · $12M · 2,150 · 63rd
- ASSETS $12M
- ASSETS 2,150
- ASSETS 63rd
- ASSETS Profit Sharing
- ASSETS near Novi Pediatric Associates PC Employees Retirement Profit Sharing Plan
- ASSETS ind #12033
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 of Independence, Inc. Supplemental Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $4M |
| Employer EIN | 510239824 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concepts of Independence, Inc.)
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 |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Concepts of Independence, Inc. Supplemental Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Novi Pediatric Associates PC Employees Retirement Profit Sharing Plan in MI ($12M); by covered participants it is Local 863 Ibt Retirement Savings Plan in NJ (2,158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,150 participants); asset peers above are excluded.
- Local 863 Ibt Retirement Savings Plan (NJ) 2,158 · 8 off
- Pacific Coast Building Products, Inc. Profit Sharing/Ret Plan & Trust Agreement (CA) 2,160 · 10 off
- Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan (NH) 2,195 · 45 off
- The Oriental Bank Coda Profit Sharing Plan (PR) 2,096 · 54 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.