401(k) · DOL Form 5500 · 2024
Concord Servicing Corporation 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $100,034
- Avg per participant Below avg balance/head
Official DOL plan name: Concord Servicing Corporation 401(k) Psp · Sponsored by Concord Servicing Corporation · Arizona · Professional & Technical Services
$13M in assets, 131 participants
Concord Servicing Corporation's Concord Servicing Corporation 401(k) Psp reported $13M in total assets and 131 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.
- #12,197 in Professional & Technical Services (20,173 peers)
Coverage in Arizona
Concord Servicing Corporation 401(k) Psp covers 131 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $13M.
- #12,197
- in Professional & Technical Services (20,173 peers)
- +34.8%
- assets growth YoY
Concord Servicing Corporation 401(k) Psp's mid-pack asset rank among Professional & Technical Services and all filers
Concord Servicing Corporation 401(k) Psp vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,104,423 Top 38% higher than 62% 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
Concord Servicing Corporation 401(k) Psp 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. Concord Servicing Corporation 401(k) Psp sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concord Servicing Corporation 401(k) Psp end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Concord Servicing Corporation 401(k) Psp reported net income fell from $1M in the plan year 2023 filing to $972K in the plan year 2024 filing.
- Concord Servicing Corporation 401(k) Psp reported participants fell from 145 in the plan year 2023 filing to 131 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860617322 · Concord Servicing Corporation PY 2024 · 401(k)
Concord Servicing Corporation 401(k) Psp · $13M · 131 · 62nd
- PCT $13M
- EIN 131
- RANK 62nd
- PHOTO 401(k)
- IND near Accord Carton 401(k) Plan
- EOY ind #12197
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 Arizona →
Concord Servicing Corporation 401(k) Psp in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $972K |
| Employer EIN | 860617322 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concord Servicing Corporation)
Sponsor-wide plan assets over time
All Concord Servicing Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 55.112914863939686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $8M |
| 2023 | 1 | 145 | $10M |
| 2024 | 1 | 131 | $13M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Concord Servicing Corporation 401(k) Psp's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Accord Carton 401(k) Plan in IL ($13M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Accord Carton 401(k) Plan (IL) $13M · 180
- Convenientmd LLC 401(k) Plan (NH) $13M · 925
- Hunsaker & Associates San Diego, Inc. 401(k) Savings Plan (CA) $13M · 62
- Aia Holdings, Inc. 401(k) Profit Sharing Plan (CA) $13M · 59
Similar participant headcount
Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.
- T/J Inspection, Inc. 401(k) Plan (OK) 131 · 0 off
- Ballard Employees' 401(k) Retirement Plan (VA) 131 · 0 off
- Jln Enterprises, LP 401(k) Plan (CA) 131 · 0 off
- Rancho Research Institute 401(k) Retirement Plan (CA) 131 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.