Profit Sharing · DOL Form 5500 · 2024

Concord Investment Counsel Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concord Investment Counsel Inc Profit Sharing Qrp Group Plan · Sponsored by Concord Investment Counsel Inc · California · Finance & Insurance

$2M in assets, 1 participants

Concord Investment Counsel Inc's Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,641 in Finance & Insurance (8,549 peers)

2024 asset change

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan grew at a solid clip 11.4% in 2024 ($2M → $2M) for 1 participant.

#1,641
in Finance & Insurance (8,549 peers)
+11.4%
assets growth YoY

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan among the smaller filed plans by assets

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,143,695 30th percentile higher than 30% of 123,620 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 2024

Concord Investment Counsel Inc Profit Sharing Qrp Group 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 Investment Counsel Inc Profit Sharing Qrp Group Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported net income rose from -$276K in the plan year 2023 filing to $219K in the plan year 2024 filing.
  • Concord Investment Counsel Inc Profit Sharing Qrp Group Plan reported participants fell from 3 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Concord Investment Counsel Inc Profit Sharing Qrp Group Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330809931 · Concord Investment Counsel Inc PY 2024 · Profit Sharing

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan · $2M · 1 · 30th

  • BOY $2M
  • BOY 1
  • BOY 30th
  • BOY Profit Sharing
  • BOY near Kennedy Associates Inc Restated Profit Sharing Retirment Plan
  • BOY ind #1641

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 Finance & Insurance retirement plans → · Plans in California →

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan in the asset neighbourhood

Wright & Wright, P.C. Profit Sharing PlanWright & Wright, P.C. Profit…$2MFletcher Ranch, Inc. Profit Sharing PlanFletcher Ranch, Inc. Profit …$2MConcord Investment Counsel Inc Profit Sharing Qrp Group PlanConcord Investment Counsel I…$2MKennedy Associates Inc Restated Profit Sharing Retirment PlanKennedy Associates Inc Resta…$2MChicago Strategy Associates, Inc.-Profit Sharing PlanChicago Strategy Associates,…$2M
End-of-year total assets ($M) among Concord Investment Counsel Inc Profit Sharing Qrp Group Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Concord Investment Counsel Inc years around the 2024 move

Sponsor-wide plan assets over time

All Concord Investment Counsel Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.5961545451901826% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.2M $2.14M ▼ -2.7%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $2M
2024 1 1 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$219K
Employer EIN330809931
Plan Effective Date2002-04-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Concord Investment Counsel Inc Profit Sharing Qrp Group Plan, Total assets ($B): 0.002143695 · Participants: 1Concord Investment Counsel Inc Profit Sharing Qrp Group PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Concord Investment Counsel Inc Profit Sharing Qrp Group Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Concord Investment Counsel Inc Profit Sharing Qrp Group Plan side-by-side with 3 peers →

Concord Investment Counsel Inc Profit Sharing Qrp Group Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kennedy Associates Inc Restated Profit Sharing Retirment Plan in OH ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Concord Investment Counsel Inc Profit Sharing Qrp Group Plan assets move in 2024? ▼
Concord Investment Counsel Inc Profit Sharing Qrp Group Plan grew at a solid clip - up 11.4% during 2024, from $2M to $2M. Reported net income was $219K.
How have Concord Investment Counsel Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Investment Counsel Inc's sponsor-wide assets declined 2.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Concord Investment Counsel Inc Profit Sharing Qrp Group Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kennedy Associates Inc Restated Profit Sharing Retirment Plan in OH ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Concord Investment Counsel Inc Profit Sharing Qrp Group Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330809931.

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.