Other · DOL Form 5500 · 2024
Concepts of Independence, Inc. Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 514
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $14,364
- Avg per participant Low balance/head
Official DOL plan name: Concepts Salary Deferral 403(b) Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance
$7M in assets, 514 participants
Concepts of Independence, Inc.'s Concepts Salary Deferral 403(b) Plan reported $7M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,164 in Healthcare & Social Assistance (16,916 peers)
Concepts of Independence, Inc. multi-year trail
Concepts of Independence, Inc.'s plans moved +51.2% in assets from 2022 to 2024; this filing shows Concepts Salary Deferral 403(b) Plan at $7M / 514 participants.
- #9,164
- in Healthcare & Social Assistance (16,916 peers)
- +26.9%
- assets growth YoY
Concepts Salary Deferral 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Concepts Salary Deferral 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,382,867 49th percentile higher than 49% 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
Concepts Salary Deferral 403(b) 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. Concepts Salary Deferral 403(b) Plan sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concepts Salary Deferral 403(b) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Concepts Salary Deferral 403(b) Plan reported participants rose from 414 in the plan year 2023 filing to 514 in the plan year 2024 filing.
- Concepts Salary Deferral 403(b) Plan reported net income fell from $969K in the plan year 2023 filing to $784K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 510239824 · Concepts of Independence, Inc. PY 2024 · Other
Concepts Salary Deferral 403(b) Plan · $7M · 514 · 49th
- PHOTO $7M
- PHOTO 514
- PHOTO 49th
- PHOTO Other
- PHOTO near Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(b) Plan
- PHOTO ind #9164
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Concepts Salary Deferral 403(b) Plan in the asset neighbourhood
Concepts of Independence, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Concepts of Independence, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 51.17161219402985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,696 | $15M |
| 2023 | 4 | 2,714 | $22M |
| 2024 | 3 | 4,925 | $23M |
Concepts of Independence, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $784K |
| Employer EIN | 510239824 |
| Plan Effective Date | 2011-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Concepts Salary Deferral 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Thresholds. Inc. Kent Residential Centers Non-Profit Housing Corporation 403(b) Plan in MI ($7M); by covered participants it is Iolani School Defined Contribution Retirement Plan in HI (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Iolani School Defined Contribution Retirement Plan (HI) 514 · 0 off
- Agespan, Inc. Tax Sheltered Annuity (MA) 514 · 0 off
- IBEW Local 596 Pension Fund (WV) 515 · 1 off
- Claremont Graduate University Academic Retirement Plan (CA) 513 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.