401(k) · DOL Form 5500 · 2024

Concentric Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
273
Participants Below avg headcount
70th
Percentile by assets National rank
$73,440
Avg per participant Below avg balance/head
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Official DOL plan name: Concentric Advisors 401(k) Retirement Plan · Sponsored by Concentric Group, Inc. · Washington · Professional & Technical Services

$20M in assets, 273 participants

Concentric Group, Inc.'s Concentric Advisors 401(k) Retirement Plan reported $20M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,038 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Concentric Advisors 401(k) Retirement Plan covers 273 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $20M.

#14,038
in Professional & Technical Services (20,173 peers)
+21.2%
assets growth YoY

Concentric Advisors 401(k) Retirement Plan's outsized position by total assets

Concentric Advisors 401(k) Retirement Plan vs every filed plan by assets

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

$20,049,032 Top 30% higher than 70% 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 Advisors 401(k) Retirement 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. Concentric Advisors 401(k) Retirement Plan sits mid-pack in the medium band (273 participants).

EBSA filing schedule strip

Filing strip 813389131 · Concentric Group, Inc. PY 2024 · 401(k)

Concentric Advisors 401(k) Retirement Plan · $20M · 273 · 70th

  • PCT $20M
  • PCT 273
  • PCT 70th
  • PCT 401(k)
  • PCT near Robert B. Our Co., Inc. 401(k) Profit Sharing Plan
  • PCT ind #14038

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 Washington →

Concentric Advisors 401(k) Retirement Plan in the asset neighbourhood

Concentric Advisors 401(k) Retirement PlanConcentric Advisors 401(k) R…$20MRobert B. Our Co., Inc. 401(k) Profit Sharing PlanRobert B. Our Co., Inc. 401(…$20MGlacial Lakes Energy, LLC 401(k) PlanGlacial Lakes Energy, LLC 40…$20MT.F. Warren Group Retirement Savings PlanT.F. Warren Group Retirement…$20MErg Employee 401(k) Plan$20M
End-of-year total assets ($M) among Concentric Advisors 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN813389131
Plan Effective Date2013-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Concentric Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Concentric Advisors 401(k) Retirement Plan, Total assets ($B): 0.020049032 · Participants: 273Concentric Advisors 401(k) Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Concentric Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Concentric Advisors 401(k) Retirement Plan side-by-side with 3 peers →

Concentric Advisors 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Robert B. Our Co., Inc. 401(k) Profit Sharing Plan in MA ($20M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Advisors 401(k) Retirement Plan assets move in 2024? ▼
Concentric Advisors 401(k) Retirement Plan grew sharply - up 21.2% during 2024, from $17M to $20M. Reported net income was $4M.
Which 401(k) plans are similar in size to Concentric Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert B. Our Co., Inc. 401(k) Profit Sharing Plan in MA ($20M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 813389131.

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.