401(k) · DOL Form 5500 · 2024
Concord Properties, LLC 401(k) Plan
Data updated 2026-08-25
- $894K
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $89,362
- Avg per participant Below avg balance/head
Official DOL plan name: Concord Properties, LLC Tax Deferred Retirement & Savings Plan · Sponsored by Concord Properties, LLC · Texas · Real Estate
$894K in assets, 10 participants
Concord Properties, LLC's Concord Properties, LLC Tax Deferred Retirement & Savings Plan reported $894K in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,781 in Real Estate (4,605 peers)
Concord Properties, LLC multi-year trail
Concord Properties, LLC's plans moved -47.3% in assets from 2022 to 2024; this filing shows Concord Properties, LLC Tax Deferred Retirement & Savings Plan at $894K / 10 participants.
- #1,781
- in Real Estate (4,605 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Concord Properties, LLC Tax Deferred Retirement & Savings Plan among the smaller filed plans by assets
Concord Properties, LLC Tax Deferred Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$893,620 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Concord Properties, LLC Tax Deferred Retirement & Savings Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord Properties, LLC Tax Deferred Retirement & Savings Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concord Properties, LLC Tax Deferred Retirement & Savings Plan reported net income rose from -$646K in the plan year 2023 filing to -$156K in the plan year 2024 filing.
- Concord Properties, LLC Tax Deferred Retirement & Savings Plan end-of-year assets fell from $1M in the plan year 2023 filing to $894K in the plan year 2024 filing.
DOL schedule card
Filing strip 742541738 · Concord Properties, LLC PY 2024 · 401(k)
Concord Properties, LLC Tax Deferred Retirement & Savings Plan · $894K · 10 · 22nd
- SCH $894K
- SCH 10
- SCH 22nd
- SCH 401(k)
- SCH near The Stebbins Engineering and Manufacturing Company Field Crew 401(k) Tax Deferred Savings Plan
- SCH ind #1781
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 Real Estate retirement plans → · Plans in Texas →
Concord Properties, LLC Tax Deferred Retirement & Savings Plan in the asset neighbourhood
Concord Properties, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Concord Properties, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $894K 47.30706568366904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 10 | $894K |
Concord Properties, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $894K |
| Net Income | -$156K |
| Employer EIN | 742541738 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Concord Properties, LLC Tax Deferred Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Stebbins Engineering and Manufacturing Company Field Crew 401(k) Tax Deferred Savings Plan in NY ($894K); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($894K here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Hero Home Services 401(k) Plan (MN) 10 · 0 off
- Integrated Retirement Partners Pooled Employer Plan (MA) 10 · 0 off
- Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
- For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.