Profit Sharing · DOL Form 5500 · 2023

Concepts of Independence, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
38th
Percentile by assets National rank
$26,023
Avg per participant Low balance/head
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Official DOL plan name: Concepts of Independence, Inc. Staff Profit Sharing Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 135 participants

Concepts of Independence, Inc.'s Concepts of Independence, Inc. Staff Profit Sharing Plan reported $4M in total assets and 135 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.

  • #7,066 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Concepts of Independence, Inc. Staff Profit Sharing Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $4M.

#7,066
in Healthcare & Social Assistance (17,684 peers)
+18.9%
assets growth YoY

Concepts of Independence, Inc. Staff Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Concepts of Independence, Inc. Staff Profit Sharing Plan vs every filed plan by assets

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

$3,513,167 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

Concepts of Independence, Inc. Staff Profit Sharing 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 of Independence, Inc. Staff Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concepts of Independence, Inc. Staff Profit Sharing Plan reported net income rose from $454K in the plan year 2022 filing to $559K in the plan year 2023 filing.
  • Concepts of Independence, Inc. Staff Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Concepts of Independence, Inc. Staff Profit Sharing Plan reported participants rose from 128 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510239824 · Concepts of Independence, Inc. PY 2023 · Profit Sharing

Concepts of Independence, Inc. Staff Profit Sharing Plan · $4M · 135 · 38th

  • TYPE $4M
  • TYPE 135
  • TYPE 38th
  • TYPE Profit Sharing
  • TYPE near Robert J Barr
  • TYPE ind #7066

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. Staff Profit Sharing Plan in the asset neighbourhood

Mark T. Rodriguez Atty. Pension PlanMark T. Rodriguez Atty. Pens…$4MConcepts of Independence, Inc. Staff Profit Sharing PlanConcepts of Independence, In…$4MRobert J Barr$4MEwing Marion Kauffman School, Inc. 403(b) Retirement PlanEwing Marion Kauffman School…$4MAlabama Air Systems, Inc. Profit Sharing Plan and TrustAlabama Air Systems, Inc. Pr…$4M
End-of-year total assets ($M) among Concepts of Independence, Inc. Staff Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$559K
Employer EIN510239824
Plan Effective Date1994-06-01
Filing StatusFILING 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
$10M$15M$20M$25M 202220232024 $15.4M $23.3M ▲ +51.2%
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.

Concepts of Independence, Inc. Staff Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Concepts of Independence, Inc. Staff Profit Sharing Plan, Total assets ($B): 0.003513167 · Participants: 135Concepts of Independence, Inc. Staff Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Concepts of Independence, Inc. Staff Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Concepts of Independence, Inc. Staff Profit Sharing Plan side-by-side with 3 peers →

Concepts of Independence, Inc. Staff Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Robert J Barr in OH ($4M); by covered participants it is Prudential Lighting Profit Sharing Plan and Trust in CA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Concepts of Independence, Inc. Staff Profit Sharing Plan assets move in 2023? ▼
Concepts of Independence, Inc. Staff Profit Sharing Plan grew sharply - up 18.9% during 2023, from $3M to $4M. Reported net income was $559K.
How have Concepts of Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concepts of Independence, Inc.'s sponsor-wide assets grew 51.2%, from $15M to $23M.
Which Profit Sharing plans are similar in size to Concepts of Independence, Inc. Staff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert J Barr in OH ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Concepts of Independence, Inc. Staff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Prudential Lighting Profit Sharing Plan and Trust in CA (135 participants, $54M 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 510239824.

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.