401(k) · DOL Form 5500 · 2024

Concordance Healthcare Solutions 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
893
Participants Near avg headcount
83rd
Percentile by assets National rank
$50,616
Avg per participant Low balance/head
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Official DOL plan name: Concordance Healthcare Solutions 401(k) Retirement Plan · Sponsored by Concordance Healthcare Solutions · Ohio · Wholesale Trade

$45M in assets, 893 participants

Concordance Healthcare Solutions's Concordance Healthcare Solutions 401(k) Retirement Plan reported $45M in total assets and 893 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,080 in Wholesale Trade (6,080 peers)

Where Concordance Healthcare Solutions 401(k) Retirement Plan sits by assets

Concordance Healthcare Solutions 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 893 participants (~$50,616/participant), up 6.6% in 2024.

#5,080
in Wholesale Trade (6,080 peers)
+6.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Concordance Healthcare Solutions 401(k) Retirement Plan's outsized position by total assets

Concordance Healthcare Solutions 401(k) Retirement Plan vs every filed plan by assets

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

$45,200,120 Top 17% higher than 83% 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

Concordance Healthcare Solutions 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. Concordance Healthcare Solutions 401(k) Retirement Plan sits mid-pack in the medium band (893 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concordance Healthcare Solutions 401(k) Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Concordance Healthcare Solutions 401(k) Retirement Plan reported participants fell from 967 in the plan year 2023 filing to 893 in the plan year 2024 filing.
  • Concordance Healthcare Solutions 401(k) Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 383986849 · Concordance Healthcare Solutions PY 2024 · 401(k)

Concordance Healthcare Solutions 401(k) Retirement Plan · $45M · 893 · 83rd

  • PHOTO $45M
  • IND 893
  • EOY 83rd
  • 5500 401(k)
  • ASSETS near Badger Daylighting Corp. 401(k) Plan
  • PCT ind #5080

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 Ohio →

Concordance Healthcare Solutions 401(k) Retirement Plan in the asset neighbourhood

Sunward Federal Credit Union 401(k) Plan and TrustSunward Federal Credit Union…$45MConcordance Healthcare Solutions 401(k) Retirement PlanConcordance Healthcare Solut…$45MBadger Daylighting Corp. 401(k) PlanBadger Daylighting Corp. 401…$45MBig Rivers Electric Corporation Bargaining Employees' Retirement Savings PlanBig Rivers Electric Corporat…$45MFourgen Holdings Inc. Retirement PlanFourgen Holdings Inc. Retire…$45M
End-of-year total assets ($M) among Concordance Healthcare Solutions 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$45M
Net Income$3M
Employer EIN383986849
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concordance Healthcare Solutions)

Sponsor-wide plan assets over time

All Concordance Healthcare Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$45M 9.43230881560613% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $41.3M $45.2M ▲ +9.4%
Year Plans Participants Total Assets
2022 1 1,041 $41M
2023 1 967 $42M
2024 1 893 $45M

Nearby 401(k) Plans in Ohio

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

Concordance Healthcare Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Concordance Healthcare Solutions 401(k) Retirement Plan, Total assets ($B): 0.04520012 · Participants: 893Concordance Healthcare Solutions 401(k) Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Concordance Healthcare Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Concordance Healthcare Solutions 401(k) Retirement Plan side-by-side with 3 peers →

Concordance Healthcare Solutions 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Badger Daylighting Corp. 401(k) Plan in IN ($45M); by covered participants it is Salmon Health and Retirement in MA (893 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (893 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 Concordance Healthcare Solutions 401(k) Retirement Plan assets move in 2024? ▼
Concordance Healthcare Solutions 401(k) Retirement Plan grew at a solid clip - up 6.6% during 2024, from $42M to $45M. Reported net income was $3M.
How have Concordance Healthcare Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concordance Healthcare Solutions's sponsor-wide assets grew 9.4%, from $41M to $45M.
Where does Concordance Healthcare Solutions 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Concordance Healthcare Solutions 401(k) Retirement Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Concordance Healthcare Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Badger Daylighting Corp. 401(k) Plan in IN ($45M, 1,236 participants).
Which 401(k) plans cover a similar participant headcount to Concordance Healthcare Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Salmon Health and Retirement in MA (893 participants, $41M 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 383986849.

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.