401(k) · DOL Form 5500 · 2024
Concord Orthopaedics Professional Association 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $16,538
- Avg per participant Low balance/head
Official DOL plan name: Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust · Sponsored by Concord Orthopaedics Professional Association · New Hampshire · Healthcare & Social Assistance
$4M in assets, 216 participants
Concord Orthopaedics Professional Association's Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,364 in Healthcare & Social Assistance (16,916 peers)
Concord Orthopaedics Professional Association multi-year trail
Concord Orthopaedics Professional Association's plans moved -94.7% in assets from 2022 to 2024; this filing shows Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust at $4M / 216 participants.
- #6,364
- in Healthcare & Social Assistance (16,916 peers)
- -95.2%
- assets change YoY
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,572,149 36th percentile higher than 36% 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
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust 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. Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust reported net income fell from $8M in the plan year 2023 filing to -$24M in the plan year 2024 filing.
- Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $74M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust reported participants rose from 187 in the plan year 2023 filing to 216 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 020314423 · Concord Orthopaedics Professional Association PY 2024 · 401(k)
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust · $4M · 216 · 36th
- BOOK $4M
- BOOK 216
- BOOK 36th
- BOOK 401(k)
- BOOK near Farrell, Leslie & Grochowski 401(k) Plan
- BOOK ind #6364
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 Hampshire →
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Concord Orthopaedics Professional Association multi-year asset trail
Sponsor-wide plan assets over time
All Concord Orthopaedics Professional Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 94.6566822192811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $67M |
| 2023 | 1 | 187 | $74M |
| 2024 | 1 | 216 | $4M |
Concord Orthopaedics Professional Association filing trail (2024)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$24M |
| Employer EIN | 020314423 |
| Plan Effective Date | 1974-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Hampshire
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- C&s and Affiliates 401(k) Savings Plan (a) $671M · 11,041
- Ams Osram Savings Plan $487M · 961
- Albany International Corp. Prosperity Plus Savings Plan $481M · 1,909
- Connection Employee 401(k) and Profit Sharing Plan $439M · 2,733
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $400M · 2,821
Concord Orthopaedics Professional Association 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New Hampshire, the nearest 401(k) by assets is Farrell, Leslie & Grochowski 401(k) Plan in CT ($4M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Farrell, Leslie & Grochowski 401(k) Plan (CT) $4M · 6
- Direct Color, Inc. 401(k) Plan (CT) $4M · 35
- Ontraport, Inc. 401(k) Plan (CA) $4M · 96
- Bpa International, Inc 401(k) Plan (NY) $4M · 231
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Garden of Life 401(k) Plan (FL) 216 · 0 off
- West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan (TN) 216 · 0 off
- Indtai, Inc. 401(k) Plan (FL) 216 · 0 off
- Whalley Computer Associates, Inc. 401(k) Plan (MA) 216 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.