401(k) · DOL Form 5500 · 2024

The Concord Advisory Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
33
Participants Small participant base
63rd
Percentile by assets National rank
$429,916
Avg per participant High balance/head
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Official DOL plan name: Concord Advisory Group Retirement Savings Plan · Sponsored by The Concord Advisory Group, Ltd. · New Jersey · Finance & Insurance

$14M in assets, 33 participants

The Concord Advisory Group, Ltd.'s Concord Advisory Group Retirement Savings Plan reported $14M in total assets and 33 participants in its 2024 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.

  • #4,044 in Finance & Insurance (8,549 peers)

The Concord Advisory Group, Ltd. multi-year trail

The Concord Advisory Group, Ltd.'s plans moved +52.0% in assets from 2022 to 2024; this filing shows Concord Advisory Group Retirement Savings Plan at $14M / 33 participants.

#4,044
in Finance & Insurance (8,549 peers)
+21.4%
assets growth YoY

Concord Advisory Group Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Concord Advisory Group Retirement Savings Plan vs every filed plan by assets

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

$14,187,237 Top 37% higher than 63% 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 Advisory Group Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concord Advisory Group Retirement Savings Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concord Advisory Group Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Concord Advisory Group Retirement Savings Plan reported participants rose from 29 in the plan year 2023 filing to 33 in the plan year 2024 filing.
  • Concord Advisory Group Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223039644 · The Concord Advisory Group, Ltd. PY 2024 · 401(k)

Concord Advisory Group Retirement Savings Plan · $14M · 33 · 63rd

  • EOY $14M
  • EOY 33
  • EOY 63rd
  • EOY 401(k)
  • EOY near Reddit 401(k) Plan
  • EOY ind #4044

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 New Jersey →

Concord Advisory Group Retirement Savings Plan in the asset neighbourhood

Concord Advisory Group Retirement Savings PlanConcord Advisory Group Retir…$14MReddit 401(k) Plan$14MGreenfield Industries, Inc. 401(k) PlanGreenfield Industries, Inc. …$14MSouthview Senior Communities 401(k) PlanSouthview Senior Communities…$14MWalsh Engineering Services, Inc. 401(k) Profit Sharing PlanWalsh Engineering Services, …$14M
End-of-year total assets ($M) among Concord Advisory Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Concord Advisory Group, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All The Concord Advisory Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.98156026439015% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.33M $14.2M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 32 $9M
2023 1 29 $12M
2024 1 33 $14M

The Concord Advisory Group, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN223039644
Plan Effective Date2001-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Concord Advisory Group Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Concord Advisory Group Retirement Savings Plan, Total assets ($B): 0.014187237 · Participants: 33Concord Advisory Group Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Concord Advisory Group Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Concord Advisory Group Retirement Savings Plan side-by-side with 3 peers →

Concord Advisory Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Reddit 401(k) Plan in CA ($14M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); 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 Advisory Group Retirement Savings Plan assets move in 2024? ▼
Concord Advisory Group Retirement Savings Plan grew sharply - up 21.4% during 2024, from $12M to $14M. Reported net income was $2M.
How have The Concord Advisory Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Concord Advisory Group, Ltd.'s sponsor-wide assets grew 52.0%, from $9M to $14M.
Which 401(k) plans are similar in size to Concord Advisory Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reddit 401(k) Plan in CA ($14M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Concord Advisory Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, 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 223039644.

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.