401(k) · DOL Form 5500 · 2024
Concerto Health Ai Solutions, Ll 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 509
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $124,258
- Avg per participant Near avg balance/head
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.
- #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.
- #17,680
- in Professional & Technical Services (20,173 peers)
- +18.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Concerto Health Ai Solutions 401 (K) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Concerto Health Ai Solutions 401 (K) 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. Concerto Health Ai Solutions 401 (K) Plan sits mid-pack in the medium band (509 participants).
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.
Plan-year Form 5500 strip
Filing strip 844112846 · Concerto Health Ai Solutions, Ll PY 2024 · 401(k)
Concerto Health Ai Solutions 401 (K) Plan · $63M · 509 · 87th
- TYPE $63M
- TYPE 509
- TYPE 87th
- TYPE 401(k)
- TYPE near Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and Trust
- TYPE ind #17680
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 Pennsylvania →
Concerto Health Ai Solutions 401 (K) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $10M |
| Employer EIN | 844112846 |
| Plan Effective Date | 2018-08-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concerto Health Ai Solutions, Ll)
Sponsor-wide plan assets over time
All Concerto Health Ai Solutions, Ll plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 139.33084404347795% vs 2022
- 2024 filing year
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Concerto Health Ai Solutions 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and Trust in NY ($63M); by covered participants it is Peapack-Gladstone Bank Employees Savings and Investment Plan in NJ (509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Morvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and Trust (NY) $63M · 71
- Midwest Veterinary Supply, Inc. 401(k) Plan (MN) $63M · 767
- Weimer Bearing & Transmission, Inc. 401(k) Savings Plan (WI) $63M · 345
- The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan (MD) $63M · 676
Similar participant headcount
Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.
- Peapack-Gladstone Bank Employees Savings and Investment Plan (NJ) 509 · 0 off
- Webflow 401(k) Plan (CA) 509 · 0 off
- Conifer Realty LLC Retirement Savings Plan (NY) 509 · 0 off
- Employees Incentive Savings Plan (IN) 509 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.