Defined Benefit (Pension) · DOL Form 5500 · 2024
Concentric Rockford Inc. Pension Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 44
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $682,075
- Avg per participant High balance/head
Official DOL plan name: Concentric Rockford Inc. Employees' Pension Plan · Sponsored by Concentric Rockford Inc. · Illinois · Manufacturing
$30M in assets, 44 participants
Concentric Rockford Inc.'s Concentric Rockford Inc. Employees' Pension Plan reported $30M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #12,234 in Manufacturing (17,777 peers)
Where Concentric Rockford Inc. Employees' Pension Plan sits by assets
Concentric Rockford Inc. Employees' Pension Plan sits in the top quartile of all filed plans by assets, $30M for 44 participants (~$682,075/participant), down 6.0% in 2024.
- #12,234
- in Manufacturing (17,777 peers)
- -6.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Concentric Rockford Inc. Employees' Pension Plan's outsized position by total assets
Concentric Rockford Inc. Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,011,315 Top 23% higher than 77% 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
Concentric Rockford Inc. Employees' Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concentric Rockford Inc. Employees' Pension Plan is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concentric Rockford Inc. Employees' Pension Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Concentric Rockford Inc. Employees' Pension Plan reported participants fell from 52 in the plan year 2023 filing to 44 in the plan year 2024 filing.
- Concentric Rockford Inc. Employees' Pension Plan end-of-year assets fell from $32M in the plan year 2023 filing to $30M in the plan year 2024 filing.
DOL schedule card
Filing strip 363262177 · Concentric Rockford Inc. PY 2024 · Defined Benefit (Pension)
Concentric Rockford Inc. Employees' Pension Plan · $30M · 44 · 77th
- PART $30M
- TYPE 44
- NET 77th
- BOOK Defined Benefit (Pension)
- VS-ST near Ironworkers Local #597 Pension Plan
- BOY ind #12234
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 Manufacturing retirement plans → · Plans in Illinois →
Concentric Rockford Inc. Employees' Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$2M |
| Employer EIN | 363262177 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concentric Rockford Inc.)
Sponsor-wide plan assets over time
All Concentric Rockford Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 2.9328829653768937% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $47M |
| 2023 | 2 | 245 | $51M |
| 2024 | 2 | 247 | $48M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Concentric Rockford Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Ironworkers Local #597 Pension Plan in TN ($30M); by covered participants it is The Duke Endowment Employees' Retirement Plan in NC (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Ironworkers Local #597 Pension Plan (TN) $30M · 224
- Technitrol, Inc. Retirement Plan (CA) $30M · N/A
- United States Sugar Corp - Rip Retirement Income Plan (FL) $30M · 716
- Atalco LLC Hourly Employee Pension Plan (LA) $30M · 410
Similar participant headcount
Nearest other-state filings by covered participants (44 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.