Profit Sharing · DOL Form 5500 · 2024
Concern for Independent Living, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 363
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $70,665
- Avg per participant Below avg balance/head
Official DOL plan name: Concern for Mental Health, Inc. Retirement Plan · Sponsored by Concern for Independent Living, Inc. · New York · Other Services
$26M in assets, 363 participants
Concern for Independent Living, Inc.'s Concern for Mental Health, Inc. Retirement Plan reported $26M in total assets and 363 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,698 in Other Services (7,719 peers)
Coverage in New York
Concern for Mental Health, Inc. Retirement Plan covers 363 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $26M.
- #6,698
- in Other Services (7,719 peers)
- +17.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Concern for Mental Health, Inc. Retirement Plan's outsized position by total assets
Concern for Mental Health, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,651,374 Top 25% higher than 75% 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
Concern for Mental Health, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concern for Mental Health, Inc. Retirement Plan sits mid-pack in the medium band (363 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concern for Mental Health, Inc. Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Concern for Mental Health, Inc. Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Concern for Mental Health, Inc. Retirement Plan reported participants rose from 358 in the plan year 2023 filing to 363 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 237259687 · Concern for Independent Living, Inc. PY 2024 · Profit Sharing
Concern for Mental Health, Inc. Retirement Plan · $26M · 363 · 75th
- SCH $26M
- EBSA 363
- PART 75th
- TYPE Profit Sharing
- NET near Universal Bearings LLC Profit Sharing Plan & Trust
- BOOK ind #6698
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 Other Services retirement plans → · Plans in New York →
Concern for Mental Health, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 237259687 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concern for Independent Living, Inc.)
Sponsor-wide plan assets over time
All Concern for Independent Living, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 46.06230291186509% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $18M |
| 2023 | 1 | 358 | $22M |
| 2024 | 1 | 363 | $26M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Concern for Mental Health, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Universal Bearings LLC Profit Sharing Plan & Trust in IN ($26M); by covered participants it is Ec Waste Puerto Rico Retirement Plan Retirement Plan in PR (363 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Universal Bearings LLC Profit Sharing Plan & Trust (IN) $26M · 296
- Melmark, Inc. Retirement Plan (PA) $26M · 858
- 403(b) Savings Plan for Employees of Vna Health Care (IL) $26M · 475
- Faith Technologies Incorporated 401(a) Plan (WI) $26M · 3,155
Similar participant headcount
Nearest other-state filings by covered participants (363 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.