401(k) · DOL Form 5500 · 2024

Concerto Health Ai Solutions, Ll 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
509
Participants
87th
Percentile by assets
$124,258
Avg per participant
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Official DOL plan name: Concerto Health Ai Solutions 401 (K) Plan · Sponsored by Concerto Health Ai Solutions, Ll · Pennsylvania · Professional & Technical Services

$63M in assets, 509 participants

Concerto Health Ai Solutions, Ll's Concerto Health Ai Solutions 401 (K) Plan reported $63M in total assets and 509 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #17,680 in Professional & Technical Services (20,173 peers)

Where Concerto Health Ai Solutions 401 (K) Plan sits by assets

Concerto Health Ai Solutions 401 (K) Plan sits in the top quartile of all filed plans by assets, $63M for 509 participants (~$124,258/participant), up 18.7% in 2024.

$63M
total plan assets (2024 EOY)
509
covered participants
87th
percentile by assets (of 123,622 plans)
$124,258
avg assets per participant

Where Concerto Health Ai Solutions 401 (K) Plan sits by total assets

Concerto Health Ai Solutions 401 (K) Plan vs every filed plan by assets

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

$63,247,517 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concerto Health Ai Solutions 401 (K) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Concerto Health Ai Solutions 401 (K) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Concerto Health Ai Solutions 401 (K) Plan reported participants rose from 490 in the plan year 2023 filing to 509 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Professional & Technical Services

Concerto Health Ai Solutions 401 (K) Plan vs the 2024 asset distribution

By assets, Concerto Health Ai Solutions 401 (K) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN844112846
Plan Effective Date2018-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Concerto Health Ai Solutions, Ll)

$20M$40M$60M$80M 202220232024 $26.4M $63.3M ▲ +139.3%
Total plan assets by year, all Concerto Health Ai Solutions, Ll plans on file
Year Plans Participants Total Assets
2022 1 525 $26M
2023 1 490 $53M
2024 1 509 $63M

Nearby 401(k) Plans in Pennsylvania

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

Concerto Health Ai Solutions 401 (K) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Concerto Health Ai S…, Total assets ($B): 0.063247517 · Participants: 509Concerto Health Ai S…Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
Concerto Health Ai Solutions 401 (K) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Concerto Health Ai Solutions 401 (K) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Concerto Health Ai Solutions 401 (K) Plan by total assets, not by location.

Frequently Asked Questions

How did Concerto Health Ai Solutions 401 (K) Plan assets move in 2024? ▼
Concerto Health Ai Solutions 401 (K) Plan grew sharply - up 18.7% during 2024, from $53M to $63M. Reported net income was $10M.
How have Concerto Health Ai Solutions, Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concerto Health Ai Solutions, Ll's sponsor-wide assets grew 139.3%, from $26M to $63M.
Where does Concerto Health Ai Solutions 401 (K) Plan rank by assets among Form 5500 filers? ▼
Concerto Health Ai Solutions 401 (K) Plan ranks in the 87th 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 Concerto Health Ai Solutions 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and Trust in NY ($63M, 71 participants).

Next read for Concerto Health Ai Solutions 401 (K) Pla…

Scale reading

Ways to act on Concerto Health Ai Solutions 401 (K) Plan's numbers.

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 844112846.

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.