401(k) · DOL Form 5500 · 2024

Concept Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$158,353
Avg per participant Above avg balance/head
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Official DOL plan name: Concept Holdings Retirement Plan · Sponsored by Concept Holdings, Inc. · California · Food Services & Accommodation

$317K in assets, 2 participants

Concept Holdings, Inc.'s Concept Holdings Retirement Plan reported $317K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,351 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Concept Holdings Retirement Plan ranks #1,351 of 3,672 2024 filers by assets (6178% of the sector average)-$317K for 2 participants.

#1,351
in Food Services & Accommodation (3,672 peers)
+53.1%
assets growth YoY

Concept Holdings Retirement Plan among the smaller filed plans by assets

Concept Holdings Retirement Plan vs every filed plan by assets

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

$316,705 14th percentile higher than 14% 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

Concept Holdings Retirement 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. Concept Holdings Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concept Holdings Retirement Plan reported net income rose from -$151K in the plan year 2023 filing to $110K in the plan year 2024 filing.
  • Concept Holdings Retirement Plan end-of-year assets rose from $207K in the plan year 2023 filing to $317K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 863490131 · Concept Holdings, Inc. PY 2024 · 401(k)

Concept Holdings Retirement Plan · $317K · 2 · 14th

  • PHOTO $317K
  • PHOTO 2
  • PHOTO 14th
  • PHOTO 401(k)
  • PHOTO near Golden Sunshine, Inc. 401(k) Plan
  • PHOTO ind #1351

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 Food Services & Accommodation retirement plans → · Plans in California →

Concept Holdings Retirement Plan in the asset neighbourhood

Concept Holdings Retirement PlanConcept Holdings Retirement …$317KGolden Sunshine, Inc. 401(k) PlanGolden Sunshine, Inc. 401(k)…$317KMountain Management Group LLC 401(k) PlanMountain Management Group LL…$317KWellspring Pharmacy Health Inc. Retirement PlanWellspring Pharmacy Health I…$317KNces, Inc. 401(k) Plan$317K
End-of-year total assets ($M) among Concept Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$207K
Net Assets (End of Year)$317K
Net Income$110K
Employer EIN863490131
Plan Effective Date2021-04-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Concept Holdings, Inc.)

Sponsor-wide plan assets over time

All Concept Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$317K 11.424320310555359% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.36M $0.32M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 2 $358K
2023 1 2 $207K
2024 1 2 $317K

Nearby 401(k) Plans in California

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

Concept Holdings Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Concept Holdings Retirement Plan, Total assets ($B): 0.000316705 · Participants: 2Concept Holdings Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Concept Holdings Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Concept Holdings Retirement Plan side-by-side with 3 peers →

Concept Holdings Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Golden Sunshine, Inc. 401(k) Plan in AZ ($317K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($317K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Concept Holdings Retirement Plan assets move in 2024? ▼
Concept Holdings Retirement Plan surged - up 53.1% during 2024, from $207K to $317K. Reported net income was $110K.
How have Concept Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concept Holdings, Inc.'s sponsor-wide assets declined 11.4%, from $358K to $317K.
Where does Concept Holdings Retirement Plan rank by assets among Form 5500 filers? ▼
Concept Holdings Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Concept Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Sunshine, Inc. 401(k) Plan in AZ ($317K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Concept Holdings Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 863490131.

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.