401(k)
2024 plan-year 401(k) DOL Form 5500

Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Centric Consulting, LLC · Kentucky · Professional & Technical Services

What the 2023 filing shows

Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust holds $118M for 761 participants — about $155,014 per participant, up 14.4% over the 2024 plan year.

$118M
total plan assets (2024 EOY)
761
covered participants
$155,014
avg assets per participant
+14.4%
assets growth YoY
Total Assets (2023)
$118M
Participants
761
State
Industry
Professional & Technical Services

What the Filing Says About Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust

Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Centric Consulting, LLC, headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $118M in total end-of-year assets and covers 761 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 311776636, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $103M at the beginning of 2024 to $118M at year-end — a gain of 14.4%. Net assets (after liabilities) closed the year at $118M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$103M
Total Assets (End of Year)$118M
Net Assets (End of Year)$118M
Net Income$15M
Plan Type401(k)
Employer EIN311776636
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Centric Consulting, LLC)

Year Plans Participants Total Assets
2022 2 1,506 $81M
2023 1 764 $103M
2024 1 761 $118M

Nearby 401(k) Plans in Kentucky

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Frequently Asked Questions

How much money is in the Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust?
As of the 2024 Form 5500 filing, Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust holds $118M in total assets with 761 participants. It is sponsored by Centric Consulting, LLC.
What type of plan is Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust?
Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 311776636.
Who sponsors the Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust?
Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust is sponsored by Centric Consulting, LLC, located in Kentucky. The sponsor's EIN is 311776636 and the plan operates in the Professional & Technical Services industry.
How did Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust perform in 2024?
Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust grew by 14.4% during 2024, moving from $103M to $118M in total assets. Net income was $15M.
Where can I find official filings for Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust?
Official Form 5500 filings for Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311776636 or plan name at efast.dol.gov.
How does Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust compare to other plans?
You can compare Centric Consulting, LLC 401 (K) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 311776636.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.