401(k)
2024 plan-year 401(k) DOL Form 5500

Concert Health, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Concert Health Behavioral Health Services Dba Concert Health Connectic · California · Healthcare & Social Assistance

What the 2023 filing shows

Concert Health, Inc. 401(k) Plan holds $3M for 459 participants — about $7,310 per participant, up 16.7% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
459
covered participants
$7,310
avg assets per participant
+16.7%
assets growth YoY
Total Assets (2023)
$3M
Participants
459
State
Industry
Healthcare & Social Assistance

What the Filing Says About Concert Health, Inc. 401(k) Plan

Concert Health, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Concert Health Behavioral Health Services Dba Concert Health Connectic, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 459 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 813845562, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a gain of 16.7%. Net assets (after liabilities) closed the year at $3M, with reported net income of $479K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$479K
Plan Type401(k)
Employer EIN813845562
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Concert Health, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Concert Health, Inc. 401(k) Plan holds $3M in total assets with 459 participants. It is sponsored by Concert Health Behavioral Health Services Dba Concert Health Connectic.
What type of plan is Concert Health, Inc. 401(k) Plan?
Concert Health, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 813845562.
Who sponsors the Concert Health, Inc. 401(k) Plan?
Concert Health, Inc. 401(k) Plan is sponsored by Concert Health Behavioral Health Services Dba Concert Health Connectic, located in California. The sponsor's EIN is 813845562 and the plan operates in the Healthcare & Social Assistance industry.
How did Concert Health, Inc. 401(k) Plan perform in 2024?
Concert Health, Inc. 401(k) Plan grew by 16.7% during 2024, moving from $3M to $3M in total assets. Net income was $479K.
Where can I find official filings for Concert Health, Inc. 401(k) Plan?
Official Form 5500 filings for Concert Health, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 813845562 or plan name at efast.dol.gov.
How does Concert Health, Inc. 401(k) Plan compare to other plans?
You can compare Concert Health, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 813845562.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.