401(k) · DOL Form 5500 · 2022

Income Research & Management 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
200
Participants
92nd
Percentile by assets
$449,181
Avg per participant
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Official DOL plan name: Income Research & Management Profit Sharing 401(k) Plan & Trust · Sponsored by Income Research & Management · Massachusetts · Finance & Insurance

$90M in assets, 200 participants

Income Research & Management's Income Research & Management Profit Sharing 401(k) Plan & Trust reported $90M in total assets and 200 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,103 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Income Research & Management Profit Sharing 401(k) Plan & Trust covers 200 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $90M.

$90M
total plan assets (2022 EOY)
200
covered participants
92nd
percentile by assets (of 139,126 plans)
$449,181
avg assets per participant

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Income Research & Management Profit Sharing 401(k) Plan & Trust sits by total assets

Income Research & Management Profit Sharing 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$89,836,256 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Income Research & Management Profit Sharing 401(k) Plan & Trust reports 200 participants - about 30% of that state average ($90M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$90M
Net Income-$14M
Employer EIN042955404
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Income Research & Management)

$80M$90M$100M$110M$120M$130M 202220232024 $89.8M $118M ▲ +31.0%
Total plan assets by year, all Income Research & Management plans on file
Year Plans Participants Total Assets
2022 1 200 $90M
2023 1 209 $108M
2024 1 219 $118M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Income Research & Management Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Income Research & Ma…, Total assets ($B): 0.089836256 · Participants: 200Income Research & Ma…Fidelity Retirement …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
Income Research & Management Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Income Research & Management Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Income Research & Management Profit Sharing 401(k) Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did Income Research & Management Profit Sharing 401(k) Plan & Trust assets move in 2022? ▼
Income Research & Management Profit Sharing 401(k) Plan & Trust pulled back noticeably - down 13.3% during 2022, from $104M to $90M. Reported net income was -$14M.
How have Income Research & Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Income Research & Management's sponsor-wide assets grew 31.0%, from $90M to $118M.
Where does Income Research & Management Profit Sharing 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Income Research & Management Profit Sharing 401(k) Plan & Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Income Research & Management Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bob Evans Restaurants, LLC 401(k) Retirement Plan in OH ($90M, 15,369 participants).

Next read for Income Research & Management Profit Shar…

Filing takeaways

Ways to act on Income Research & Management Profit Sharing 401(k) Plan & Trust's numbers.

  • By total assets, Income Research & Management Profit Sharing 401(k) Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Income Research & Management's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042955404.

Read our methodology - how this data is sourced, computed, and verified.

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