401(k) · DOL Form 5500 · 2023
Concord Orthopaedics Professional Association 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 187
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $397,880
- Avg per participant High balance/head
Official DOL plan name: Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust · Sponsored by Concord Orthopaedics Professional Association · New Hampshire · Healthcare & Social Assistance
$74M in assets, 187 participants
Concord Orthopaedics Professional Association's Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust reported $74M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,030 in Healthcare & Social Assistance (17,684 peers)
Where Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust sits by assets
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $74M for 187 participants (~$397,880/participant), up 11.3% in 2023.
- #16,030
- in Healthcare & Social Assistance (17,684 peers)
- +11.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,403,611 Top 11% higher than 89% 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
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust 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. Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (187 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust reported participants rose from 150 in the plan year 2022 filing to 187 in the plan year 2023 filing.
- Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $67M in the plan year 2022 filing to $74M in the plan year 2023 filing.
DOL schedule card
Filing strip 020314423 · Concord Orthopaedics Professional Association PY 2023 · 401(k)
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust · $74M · 187 · 89th
- TYPE $74M
- TYPE 187
- TYPE 89th
- TYPE 401(k)
- TYPE near Mbo Associate 401(k) Plan
- TYPE ind #16030
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 Hampshire →
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $8M |
| Employer EIN | 020314423 |
| Plan Effective Date | 1974-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concord Orthopaedics Professional Association)
Sponsor-wide plan assets over time
All Concord Orthopaedics Professional Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 94.6566822192811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $67M |
| 2023 | 1 | 187 | $74M |
| 2024 | 1 | 216 | $4M |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $575M · 12,135
- Ams Osram Savings Plan $462M · 977
- Albany International Corp. Prosperity Plus Savings Plan $448M · 1,784
- Connection Employee 401(k) and Profit Sharing Plan $378M · 2,702
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $363M · 2,708
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Mbo Associate 401(k) Plan in VA ($74M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Mbo Associate 401(k) Plan (VA) $74M · N/A
- Ross & Yerger Insurance, Inc. Ksop (MS) $74M · 141
- The Dixie Group, Inc. 401(k) Retirement Savings Plan (GA) $74M · 899
- Otter Products, LLC 401(k) Plan (CO) $74M · 1,019
Similar participant headcount
Nearest other-state filings by covered participants (187 participants); asset peers above are excluded.
- The Infosoft Group Retirement Plan (WI) 187 · 0 off
- Alltrails 401(k) Plan (CA) 187 · 0 off
- Unipart Services America Inc. 401(k) Plan for Non-Union Employees (NJ) 187 · 0 off
- Energy Management Collaborative 401 (K) Plan (MN) 187 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.