401(k) · DOL Form 5500 · 2022

Income Research & Management 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
200
Participants Below avg headcount
92nd
Percentile by assets National rank
$449,181
Avg per participant High balance/head
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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.

  • #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.

#8,103
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Income Research & Management Profit Sharing 401(k) Plan & Trust's outsized position 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 $2,050,000,000 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

Income Research & Management Profit Sharing 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Income Research & Management Profit Sharing 401(k) Plan & Trust sits mid-pack in the medium band (200 participants).

Plan-year Form 5500 strip

Filing strip 042955404 · Income Research & Management PY 2022 · 401(k)

Income Research & Management Profit Sharing 401(k) Plan & Trust · $90M · 200 · 92nd

  • EBSA $90M
  • EBSA 200
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Bob Evans Restaurants, LLC 401(k) Retirement Plan
  • EBSA ind #8103

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Income Research & Management Profit Sharing 401(k) Plan & Trust in the asset neighbourhood

Jamf Software, LLC 401(k) Profit Sharing PlanJamf Software, LLC 401(k) Pr…$90MBurke, Inc. Profit Sharing and Pay Deferral Savings PlanBurke, Inc. Profit Sharing a…$90MIncome Research & Management Profit Sharing 401(k) Plan & TrustIncome Research & Management…$90MBob Evans Restaurants, LLC 401(k) Retirement PlanBob Evans Restaurants, LLC 4…$90MThe Weber-Stephen Products LLC 401(k) Incentive Savings PlanThe Weber-Stephen Products L…$90M
End-of-year total assets ($M) among Income Research & Management Profit Sharing 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Income Research & Management plans reported in each filing year

Latest sponsor-wide plan assets
$118M 30.96659215183678% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.8M $118M ▲ +31.0%
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 ($B) Participants Income Research & Management Profit Sharing 401(k) Plan & Trust, Total assets ($B): 0.089836256 · Participants: 200Income Research & Management Profit Sharing 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Income Research & Management Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Income Research & Management Profit Sharing 401(k) Plan & Trust side-by-side with 3 peers →

Income Research & Management Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bob Evans Restaurants, LLC 401(k) Retirement Plan in OH ($90M); by covered participants it is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Income Research & Management Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is D & D Gear, Inc. 401(k) Profit Sharing Plan in CA (200 participants, $22M in assets).

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.