ESOP · DOL Form 5500 · 2022

Charles River Analytics, Inc. ESOP

Data updated 2026-08-11

$32M
Total assets
160
Participants
84th
Percentile by assets
$201,250
Avg per participant
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Official DOL plan name: Charles River Analytics, Inc. Employee Stock Ownership Plan · Sponsored by Charles River Analytics, Inc. · Massachusetts · Professional & Technical Services

$32M in assets, 160 participants

Charles River Analytics, Inc.'s Charles River Analytics, Inc. Employee Stock Ownership Plan reported $32M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #18,183 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Charles River Analytics, Inc. Employee Stock Ownership Plan covers 160 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.

$32M
total plan assets (2022 EOY)
160
covered participants
84th
percentile by assets (of 139,126 plans)
$201,250
avg assets per participant

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Charles River Analytics, Inc. Employee Stock Ownership Plan reports 160 participants - about 24% of that state average ($32M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN042803764
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles River Analytics, Inc.)

$70M$80M$90M$100M$110M 202220232024 $79.3M $99.1M ▲ +25.0%
Total plan assets by year, all Charles River Analytics, Inc. plans on file
Year Plans Participants Total Assets
2022 2 331 $79M
2023 2 259 $87M
2024 2 278 $99M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Charles River Analytics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Charles River Analytics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0200400600 Total assets ($M) Participants Charles River Analyt…Consigli Building Gr…The Gillette Company…Abt Associates Inc. …New England Biolabs,…Eastern Bank Employe…
Charles River Analytics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Charles River Analytics, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Charles River Analytics, Inc. Employee Stock Ownership Plan assets move in 2022?
Charles River Analytics, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.5% during 2022, from $29M to $32M. Reported net income was $4M.
How have Charles River Analytics, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Charles River Analytics, Inc.'s sponsor-wide assets grew 25.0%, from $79M to $99M.
Where does Charles River Analytics, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Charles River Analytics, Inc. Employee Stock Ownership Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Charles River Analytics, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Oftedal Construction, Inc. Employee Stock Ownership Plan in MT ($32M, 128 participants).

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Filing takeaways

Ways to act on Charles River Analytics, Inc. Employee Stock Ownership Plan's numbers.