401(k) · DOL Form 5500 · 2024

Concentric LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
1,024
Participants Near avg headcount
81st
Percentile by assets National rank
$38,009
Avg per participant Low balance/head
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Official DOL plan name: Concentric, LLC 401(k) Plan · Sponsored by Concentric LLC · Texas · Other Services

$39M in assets, 1,024 participants

Concentric LLC's Concentric, LLC 401(k) Plan reported $39M in total assets and 1,024 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,018 in Other Services (7,719 peers)

Where Concentric, LLC 401(k) Plan sits by assets

Concentric, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 1,024 participants (~$38,009/participant), up 48.8% in 2024.

#7,018
in Other Services (7,719 peers)
+48.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Concentric, LLC 401(k) Plan's outsized position by total assets

Concentric, LLC 401(k) Plan vs every filed plan by assets

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

$38,921,188 Top 19% higher than 81% 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, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concentric, LLC 401(k) Plan lands in the large band (1,024 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concentric, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Concentric, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Concentric, LLC 401(k) Plan reported participants rose from 705 in the plan year 2023 filing to 1,024 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 812516516 · Concentric LLC PY 2024 · 401(k)

Concentric, LLC 401(k) Plan · $39M · 1,024 · 81st

  • ASSETS $39M
  • ASSETS 1,024
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Young Automotive Group 401(k) Profit Sharing Plan
  • ASSETS ind #7018

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 Other Services retirement plans → · Plans in Texas →

Concentric, LLC 401(k) Plan in the asset neighbourhood

Concentric, LLC 401(k) Plan$39MYoung Automotive Group 401(k) Profit Sharing PlanYoung Automotive Group 401(k…$39MOdw Logistics, Inc. 401(k) Retirement PlanOdw Logistics, Inc. 401(k) R…$39MFoothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and TrustFoothill Cardiology Profit S…$39MMetro Credit Union 401(k) PlanMetro Credit Union 401(k) Pl…$39M
End-of-year total assets ($M) among Concentric, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$39M
Net Income$13M
Employer EIN812516516
Plan Effective Date2023-11-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Concentric LLC)

Sponsor-wide plan assets over time

All Concentric LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 48.8320823840734% vs 2023
2024 filing year
$20M$25M$30M$35M$40M$45M 20232024 $26.2M $38.9M ▲ +48.8%
Year Plans Participants Total Assets
2023 1 705 $26M
2024 1 1,024 $39M

Nearby 401(k) Plans in Texas

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

Concentric, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Concentric, LLC 401(k) Plan, Total assets ($B): 0.038921188 · Participants: 1024Concentric, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Concentric, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Concentric, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Young Automotive Group 401(k) Profit Sharing Plan in UT ($39M); by covered participants it is Insight Service Group Inc 401(k) Plan in MA (1,024 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,024 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, LLC 401(k) Plan assets move in 2024? ▼
Concentric, LLC 401(k) Plan surged - up 48.8% during 2024, from $26M to $39M. Reported net income was $13M.
How have Concentric LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Concentric LLC's sponsor-wide assets grew 48.8%, from $26M to $39M.
Where does Concentric, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Concentric, LLC 401(k) Plan ranks in the 81st 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 Concentric, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Young Automotive Group 401(k) Profit Sharing Plan in UT ($39M, 1,337 participants).
Which 401(k) plans cover a similar participant headcount to Concentric, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Insight Service Group Inc 401(k) Plan in MA (1,024 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 812516516.

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.