401(k) · DOL Form 5500 · 2024

Concentrus, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
73
Participants Small participant base
62nd
Percentile by assets National rank
$184,276
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concentrus, Inc. 401(k) Plan · Sponsored by Concentrus, Inc. · California · Wholesale Trade

$13M in assets, 73 participants

Concentrus, Inc.'s Concentrus, Inc. 401(k) Plan reported $13M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,326 in Wholesale Trade (6,080 peers)

Concentrus, Inc. multi-year trail

Concentrus, Inc.'s plans moved +21.7% in assets from 2022 to 2024; this filing shows Concentrus, Inc. 401(k) Plan at $13M / 73 participants.

#3,326
in Wholesale Trade (6,080 peers)
+9.3%
assets growth YoY

Concentrus, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Concentrus, Inc. 401(k) Plan vs every filed plan by assets

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

$13,452,114 Top 38% higher than 62% 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

Concentrus, 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. Concentrus, Inc. 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concentrus, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Concentrus, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 275381788 · Concentrus, Inc. PY 2024 · 401(k)

Concentrus, Inc. 401(k) Plan · $13M · 73 · 62nd

  • BOOK $13M
  • VS-ST 73
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Updater Inc. 401(k) Plan
  • PART ind #3326

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 Wholesale Trade retirement plans → · Plans in California →

Concentrus, Inc. 401(k) Plan in the asset neighbourhood

Concentrus, Inc. 401(k) Plan$13MUpdater Inc. 401(k) Plan$13MSwiderski Equipment, Inc. Savings and Retirement PlanSwiderski Equipment, Inc. Sa…$13MA New Leaf Retirement Plan$13MCommon Cause Education Fund 401(k) Retirement PlanCommon Cause Education Fund …$13M
End-of-year total assets ($M) among Concentrus, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Concentrus, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Concentrus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.715357675173127% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13.5M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 99 $11M
2023 1 73 $12M
2024 1 73 $13M

Concentrus, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN275381788
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Concentrus, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Concentrus, Inc. 401(k) Plan, Total assets ($B): 0.013452114 · Participants: 73Concentrus, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Concentrus, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Concentrus, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Updater Inc. 401(k) Plan in OR ($13M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Concentrus, Inc. 401(k) Plan assets move in 2024? ▼
Concentrus, Inc. 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $12M to $13M. Reported net income was $1M.
How have Concentrus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concentrus, Inc.'s sponsor-wide assets grew 21.7%, from $11M to $13M.
Which 401(k) plans are similar in size to Concentrus, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Updater Inc. 401(k) Plan in OR ($13M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Concentrus, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants, $15M 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 275381788.

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.