401(k) · DOL Form 5500 · 2024

Concentric Energy Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
62
Participants Small participant base
75th
Percentile by assets National rank
$427,418
Avg per participant High balance/head
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Official DOL plan name: Concentric Energy Advisors, Inc. 401(k) Plan · Sponsored by Concentric Energy Advisors, Inc. · Massachusetts · Professional & Technical Services

$26M in assets, 62 participants

Concentric Energy Advisors, Inc.'s Concentric Energy Advisors, Inc. 401(k) Plan reported $26M in total assets and 62 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.

  • #15,187 in Professional & Technical Services (20,173 peers)

Where Concentric Energy Advisors, Inc. 401(k) Plan sits by assets

Concentric Energy Advisors, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 62 participants (~$427,418/participant), up 15.7% in 2024.

#15,187
in Professional & Technical Services (20,173 peers)
+15.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Concentric Energy Advisors, Inc. 401(k) Plan's outsized position by total assets

Concentric Energy Advisors, Inc. 401(k) Plan vs every filed plan by assets

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

$26,499,940 Top 25% higher than 75% 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

Concentric Energy Advisors, Inc. 401(k) 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. Concentric Energy Advisors, Inc. 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concentric Energy Advisors, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Concentric Energy Advisors, Inc. 401(k) Plan reported participants rose from 57 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • Concentric Energy Advisors, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010568063 · Concentric Energy Advisors, Inc. PY 2024 · 401(k)

Concentric Energy Advisors, Inc. 401(k) Plan · $26M · 62 · 75th

  • BOY $26M
  • SCH 62
  • EBSA 75th
  • PART 401(k)
  • TYPE near Kraus Holdings, Inc. Employee Retirement Plan
  • NET ind #15187

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Concentric Energy Advisors, Inc. 401(k) Plan in the asset neighbourhood

Concentric Energy Advisors, Inc. 401(k) PlanConcentric Energy Advisors, …$26MKraus Holdings, Inc. Employee Retirement PlanKraus Holdings, Inc. Employe…$26MHampton Products International Corporation 401(k) PlanHampton Products Internation…$26MDollar Financial Group Retirement PlanDollar Financial Group Retir…$27MWeststar Bank 401(k) Plan$27M
End-of-year total assets ($M) among Concentric Energy Advisors, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN010568063
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concentric Energy Advisors, Inc.)

Sponsor-wide plan assets over time

All Concentric Energy Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 35.97554774409898% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.5M $26.5M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 57 $19M
2023 1 57 $23M
2024 1 62 $26M

Nearby 401(k) Plans in Massachusetts

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

Concentric Energy Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Concentric Energy Advisors, Inc. 401(k) Plan, Total assets ($B): 0.02649994 · Participants: 62Concentric Energy Advisors, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Concentric Energy Advisors, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Concentric Energy Advisors, Inc. 401(k) Plan side-by-side with 3 peers →

Concentric Energy Advisors, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kraus Holdings, Inc. Employee Retirement Plan in NY ($26M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Concentric Energy Advisors, Inc. 401(k) Plan assets move in 2024? ▼
Concentric Energy Advisors, Inc. 401(k) Plan grew sharply - up 15.7% during 2024, from $23M to $26M. Reported net income was $4M.
How have Concentric Energy Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concentric Energy Advisors, Inc.'s sponsor-wide assets grew 36.0%, from $19M to $26M.
Where does Concentric Energy Advisors, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Concentric Energy Advisors, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Concentric Energy Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kraus Holdings, Inc. Employee Retirement Plan in NY ($26M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Energy Advisors, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M 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 010568063.

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.