Profit Sharing · DOL Form 5500 · 2024

Concept Management Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$375,208
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concept Management, Inc. Profit Sharing Plan · Sponsored by Concept Management Inc. · Utah · Professional & Technical Services

$2M in assets, 4 participants

Concept Management Inc.'s Concept Management, Inc. Profit Sharing Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,434 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Concept Management, Inc. Profit Sharing Plan holds $2M for 4 participants - about $375,208 per participant, in the lower half of filed plans by assets.

#4,434
in Professional & Technical Services (20,173 peers)
-7.2%
assets change YoY

Concept Management, Inc. Profit Sharing Plan among the smaller filed plans by assets

Concept Management, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,500,830 27th percentile higher than 27% 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

Concept Management, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concept Management, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concept Management, Inc. Profit Sharing Plan reported net income rose from $21K in the plan year 2023 filing to $64K in the plan year 2024 filing.
  • Concept Management, Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870562925 · Concept Management Inc. PY 2024 · Profit Sharing

Concept Management, Inc. Profit Sharing Plan · $2M · 4 · 27th

  • SCH $2M
  • EBSA 4
  • PART 27th
  • TYPE Profit Sharing
  • NET near Temple Education Support Services Defined Contribution Retirement Plan
  • BOOK ind #4434

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 Utah →

Concept Management, Inc. Profit Sharing Plan in the asset neighbourhood

Concept Management, Inc. Profit Sharing PlanConcept Management, Inc. Pro…$2MTemple Education Support Services Defined Contribution Retirement PlanTemple Education Support Ser…$2MScm, LLC Restated Profit Sharing Plan and TrustScm, LLC Restated Profit Sha…$2MElectron Service Corporation Retirement PlanElectron Service Corporation…$2MLinda Bauermeister Discretionary Defined Contribution PlanLinda Bauermeister Discretio…$2M
End-of-year total assets ($M) among Concept Management, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$64K
Employer EIN870562925
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concept Management Inc.)

Sponsor-wide plan assets over time

All Concept Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.9551365841492965% vs 2022
2024 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 202220232024 $1.6M $1.5M ▼ -6.3%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $2M

Nearby Profit Sharing Plans in Utah

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Concept Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600 Total assets ($M) Participants Concept Management, Inc. Profit Sharing Plan, Total assets ($M): 1.50083 · Participants: 4Concept Management, Inc. Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 532.710602 · Participants: 8497Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan, Total assets ($M): 350.341971 · Participants: 2569Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 160.407409 · Participants: 285Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 119.332855 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 107.19573 · Participants: 648Campbell Scientific Profit Sharing Plan
Concept Management, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Concept Management, Inc. Profit Sharing Plan side-by-side with 3 peers →

Concept Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Temple Education Support Services Defined Contribution Retirement Plan in PA ($2M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Concept Management, Inc. Profit Sharing Plan assets move in 2024? ▼
Concept Management, Inc. Profit Sharing Plan pulled back noticeably - down 7.2% during 2024, from $2M to $2M. Reported net income was $64K.
How have Concept Management Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concept Management Inc.'s sponsor-wide assets declined 6.0%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Concept Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Temple Education Support Services Defined Contribution Retirement Plan in PA ($2M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Concept Management, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 870562925.

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.