Concord General Mutual Insurance 401(k) match, vesting and fees
What Concord General Mutual Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Maner Costerisan P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Concord General Mutual Insurance: employer contribution per participant | $2,375 | |
| Peer median | $3,122 |
| Concord General Mutual Insurance: average balance | $107,258 | |
| Peer median | $111,687 |
| Concord General Mutual Insurance: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.6M at the end of plan year 2021 to $33.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 376 | $33.6M | $743K | $2,375 | 0.18% | Not published | Form 5500 ↗ |
| 2024 | 346 | $30.4M | $558K | $2,076 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 331 | $28.6M | $566K | $2,089 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 321 | $26.6M | $433K | $1,602 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 305 | $31.6M | $486K | $1,930 | 0.21% | Not published | Form 5500 ↗ |
Other Concord General Mutual Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Concord General Mutual Insurance Company Employees Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Maner Costerisan, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Concord General Mutual Insurance match 401(k) contributions?
The match terms for the Concord General Mutual Insurance Company 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $743K in employer contributions, about $2,375 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Concord General Mutual Insurance 401(k) match vested?
The vesting schedule for the Concord General Mutual Insurance Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Concord General Mutual Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Concord General Mutual Insurance Company.
I left Concord General Mutual Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Concord General Mutual Insurance Company, (800) 852-3380) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Concord General Mutual Insurance old 401(k) page lists the contacts from every plan filing. Find an old Concord General Mutual Insurance 401(k)
Data from the public Form 5500 annual reports Concord General Mutual Insurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Concord General Mutual Insurance. Not financial advice. Report a correction · Methodology