401(k) · DOL Form 5500 · 2024

Concentric Rockford Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
203
Participants Below avg headcount
68th
Percentile by assets National rank
$89,165
Avg per participant Below avg balance/head
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Official DOL plan name: Concentric Rockford Inc. Employees' 401(k) Savings Plan · Sponsored by Concentric Rockford Inc. · Illinois · Manufacturing

$18M in assets, 203 participants

Concentric Rockford Inc.'s Concentric Rockford Inc. Employees' 401(k) Savings Plan reported $18M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #10,189 in Manufacturing (17,777 peers)

Coverage in Illinois

Concentric Rockford Inc. Employees' 401(k) Savings Plan covers 203 participants in Illinois, about 26% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#10,189
in Manufacturing (17,777 peers)
-3.7%
assets change YoY

The plan reported a net loss of $698K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Concentric Rockford Inc. Employees' 401(k) Savings Plan's outsized position by total assets

Concentric Rockford Inc. Employees' 401(k) Savings Plan vs every filed plan by assets

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

$18,100,585 Top 32% higher than 68% 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 Rockford Inc. Employees' 401(k) Savings 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. Concentric Rockford Inc. Employees' 401(k) Savings Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concentric Rockford Inc. Employees' 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to -$698K in the plan year 2024 filing.
  • Concentric Rockford Inc. Employees' 401(k) Savings Plan reported participants rose from 193 in the plan year 2023 filing to 203 in the plan year 2024 filing.
  • Concentric Rockford Inc. Employees' 401(k) Savings Plan end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 363262177 · Concentric Rockford Inc. PY 2024 · 401(k)

Concentric Rockford Inc. Employees' 401(k) Savings Plan · $18M · 203 · 68th

  • PHOTO $18M
  • IND 203
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Climb Global Solutions, Inc. 401(k)
  • PCT ind #10189

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' 401(k) Savings Plan in the asset neighbourhood

Concentric Rockford Inc. Employees' 401(k) Savings PlanConcentric Rockford Inc. Emp…$18MClimb Global Solutions, Inc. 401(k)Climb Global Solutions, Inc.…$18MAnimal Emergency & Referral Center of Minnesota 401(k) Profit Sharing Plan and TrustAnimal Emergency & Referral …$18MLssi, LLC 401(k) Plan$18MMckinley Equipment Corporation Employee Retirement PlanMckinley Equipment Corporati…$18M
End-of-year total assets ($M) among Concentric Rockford Inc. Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$698K
Employer EIN363262177
Plan Effective Date1989-02-21
Filing StatusFILING 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
$46M$48M$50M$52M 202220232024 $46.7M $48.1M ▲ +2.9%
Year Plans Participants Total Assets
2022 2 188 $47M
2023 2 245 $51M
2024 2 247 $48M

Nearby 401(k) Plans in Illinois

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

Concentric Rockford Inc. Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Concentric Rockford Inc. Employees' 401(k) Savings Plan, Total assets ($B): 0.018100585 · Participants: 203Concentric Rockford Inc. Employees' 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Concentric Rockford Inc. Employees' 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Concentric Rockford Inc. Employees' 401(k) Savings Plan side-by-side with 3 peers →

Concentric Rockford Inc. Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Climb Global Solutions, Inc. 401(k) in NJ ($18M); by covered participants it is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Rockford Inc. Employees' 401(k) Savings Plan assets move in 2024? ▼
Concentric Rockford Inc. Employees' 401(k) Savings Plan edged down modestly - down 3.7% during 2024, from $19M to $18M. Reported net income was -$698K.
How have Concentric Rockford Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concentric Rockford Inc.'s sponsor-wide assets grew 2.9%, from $47M to $48M.
Which 401(k) plans are similar in size to Concentric Rockford Inc. Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Climb Global Solutions, Inc. 401(k) in NJ ($18M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Concentric Rockford Inc. Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ampco Contracting, Inc. 401(k) Prevailing Wage Plan in CA (203 participants, $1M 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 363262177.

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.