401(k) · DOL Form 5500 · 2022

Zacks Investment Research, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
269
Participants Below avg headcount
80th
Percentile by assets National rank
$93,176
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zacks Investment Research, Inc. 401(k) Savings Plan · Sponsored by Zacks Investment Research, Inc. · Illinois · Finance & Insurance

$25M in assets, 269 participants

Zacks Investment Research, Inc.'s Zacks Investment Research, Inc. 401(k) Savings Plan reported $25M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,371 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Zacks Investment Research, Inc. 401(k) Savings Plan covers 269 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#6,371
in Finance & Insurance (9,261 peers)
-15.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zacks Investment Research, Inc. 401(k) Savings Plan's outsized position by total assets

Zacks Investment Research, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$25,064,389 Top 20% higher than 80% 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

Zacks Investment Research, Inc. 401(k) Savings Plan 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. Zacks Investment Research, Inc. 401(k) Savings Plan sits mid-pack in the medium band (269 participants).

DOL schedule card

Filing strip 363108701 · Zacks Investment Research, Inc. PY 2022 · 401(k)

Zacks Investment Research, Inc. 401(k) Savings Plan · $25M · 269 · 80th

  • ASSETS $25M
  • ASSETS 269
  • ASSETS 80th
  • ASSETS 401(k)
  • ASSETS near Contamination Control and Certification Holdings, Inc. 401(k) Plan
  • ASSETS ind #6371

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 Illinois →

Zacks Investment Research, Inc. 401(k) Savings Plan in the asset neighbourhood

Contamination Control and Certification Holdings, Inc. 401(k) PlanContamination Control and Ce…$25MZacks Investment Research, Inc. 401(k) Savings PlanZacks Investment Research, I…$25MSusquehanna Valley Women's Health Care 401(k) PlanSusquehanna Valley Women's H…$25MSchulte Building Systems 401(k) PlanSchulte Building Systems 401…$25MMicrobac Laboratories Inc. Retirement Income Savings PlanMicrobac Laboratories Inc. R…$25M
End-of-year total assets ($M) among Zacks Investment Research, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN363108701
Plan Effective Date1993-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zacks Investment Research, Inc.)

Sponsor-wide plan assets over time

All Zacks Investment Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 52.94594653793475% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $38.3M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 269 $25M
2023 1 274 $32M
2024 1 280 $38M

Nearby 401(k) Plans in Illinois

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

Zacks Investment Research, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Zacks Investment Research, Inc. 401(k) Savings Plan, Total assets ($B): 0.025064389 · Participants: 269Zacks Investment Research, Inc. 401(k) Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Zacks Investment Research, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Zacks Investment Research, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Zacks Investment Research, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Contamination Control and Certification Holdings, Inc. 401(k) Plan in IA ($25M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Zacks Investment Research, Inc. 401(k) Savings Plan assets move in 2022? ▼
Zacks Investment Research, Inc. 401(k) Savings Plan declined sharply - down 15.0% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Zacks Investment Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zacks Investment Research, Inc.'s sponsor-wide assets grew 52.9%, from $25M to $38M.
Where does Zacks Investment Research, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Zacks Investment Research, Inc. 401(k) Savings Plan ranks in the 80th 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 401(k) plans are similar in size to Zacks Investment Research, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contamination Control and Certification Holdings, Inc. 401(k) Plan in IA ($25M, 386 participants).
Which 401(k) plans cover a similar participant headcount to Zacks Investment Research, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Werner Affiliated Companies Employees Savings Trust in NE (269 participants, $12M 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 363108701.

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.