Profit Sharing · DOL Form 5500 · 2024
Concepts of Independence, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 4,254
- Participants Above avg headcount
- 60th
- Percentile by assets National rank
- $2,798
- Avg per participant Low balance/head
Official DOL plan name: Concepts of Independence, Inc. Supplemental Retirement Plan · Sponsored by Concepts of Independence, Inc. · New York · Healthcare & Social Assistance
$12M in assets, 4,254 participants
Concepts of Independence, Inc.'s Concepts of Independence, Inc. Supplemental Retirement Plan reported $12M in total assets and 4,254 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #10,970 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Concepts of Independence, Inc. Supplemental Retirement Plan covers 4,254 participants in New York, 5.3x the typical New York plan (state average ~798 per filing). Assets: $12M.
- #10,970
- in Healthcare & Social Assistance (16,916 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Concepts of Independence, Inc. Supplemental Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Concepts of Independence, Inc. Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,903,633 Top 40% higher than 60% 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 of Independence, Inc. Supplemental Retirement 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. Concepts of Independence, Inc. Supplemental Retirement Plan lands in the large band (4,254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concepts of Independence, Inc. Supplemental Retirement Plan reported net income fell from $4M in the plan year 2023 filing to -$125K in the plan year 2024 filing.
- Concepts of Independence, Inc. Supplemental Retirement Plan reported participants rose from 2,150 in the plan year 2023 filing to 4,254 in the plan year 2024 filing.
- Concepts of Independence, Inc. Supplemental Retirement Plan end-of-year assets fell from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 510239824 · Concepts of Independence, Inc. PY 2024 · Profit Sharing
Concepts of Independence, Inc. Supplemental Retirement Plan · $12M · 4,254 · 60th
- SCH $12M
- EBSA 4,254
- PART 60th
- TYPE Profit Sharing
- NET near Willow Brook 403(b) Retirement Plan
- BOOK ind #10970
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 of Independence, Inc. Supplemental Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$125K |
| Employer EIN | 510239824 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concepts of Independence, Inc.)
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 |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Concepts of Independence, Inc. Supplemental Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Willow Brook 403(b) Retirement Plan in OH ($12M); by covered participants it is Glaziers Individual Account Retirement Plan in CA (4,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Willow Brook 403(b) Retirement Plan (OH) $12M · 529
- Stg Partners, LLC 401(k) Plan (CA) $12M · 68
- Friedman Industries, Inc. Employees' Retirement & 401(k) Plan (TX) $12M · 241
- Oak Clinic Profit Sharing Plan (OH) $12M · 26
Similar participant headcount
Nearest other-state filings by covered participants (4,254 participants); asset peers above are excluded.
- Glaziers Individual Account Retirement Plan (CA) 4,224 · 30 off
- American Maritime Officers Defined Contribution Plan (FL) 4,201 · 53 off
- Bridgeport Hospital Employer Contribution Retirement Plan (CT) 4,331 · 77 off
- Retirement Wealth Builder Plan for Business Services Staff of Pwc (FL) 4,360 · 106 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.