401(k) · DOL Form 5500 · 2022

Factset Research Systems Inc. 401(k) Plan

Data updated 2026-08-25

$583M
Total assets Above avg plan size
2,234
Participants Above avg headcount
98th
Percentile by assets National rank
$260,909
Avg per participant Above avg balance/head
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Official DOL plan name: Factset Research Systems Inc. Plan · Sponsored by Factset Research Systems Inc. · Connecticut · Information & Media

$583M in assets, 2,234 participants

Factset Research Systems Inc.'s Factset Research Systems Inc. Plan reported $583M in total assets and 2,234 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,815 in Information & Media (2,911 peers)

Coverage in Connecticut

Factset Research Systems Inc. Plan covers 2,234 participants in Connecticut, 3.1x the typical Connecticut plan (state average ~718 per filing). Assets: $583M.

#2,815
in Information & Media (2,911 peers)
-15.5%
assets change YoY
5.8×
vs typical plan assets (national mean)

The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Factset Research Systems Inc. Plan's outsized position by total assets

Factset Research Systems Inc. Plan vs every filed plan by assets

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

$582,869,733 Top 2% higher than 98% 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

Factset Research Systems Inc. Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Factset Research Systems Inc. Plan lands in the large band (2,234 participants).

EBSA filing schedule strip

Filing strip 133362547 · Factset Research Systems Inc. PY 2022 · 401(k)

Factset Research Systems Inc. Plan · $583M · 2,234 · 98th

  • SCH $583M
  • SCH 2,234
  • SCH 98th
  • SCH 401(k)
  • SCH near Tmna, Inc. 401(k) Plan
  • SCH ind #2815

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 Information & Media retirement plans → · Plans in Connecticut →

Factset Research Systems Inc. Plan in the asset neighbourhood

The Perdue Savings Plan$584MJohnson Controls Select Hourly Retirement Savings and Investment PlanJohnson Controls Select Hour…$583MFactset Research Systems Inc. PlanFactset Research Systems Inc…$583MTmna, Inc. 401(k) Plan$583MBryan Health Retirement Savings PlanBryan Health Retirement Savi…$583M
End-of-year total assets ($M) among Factset Research Systems Inc. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$690M
Net Assets (End of Year)$583M
Net Income-$107M
Employer EIN133362547
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Factset Research Systems Inc.)

Sponsor-wide plan assets over time

All Factset Research Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$863M 48.11662299850454% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $583M $863M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 2,234 $583M
2023 1 2,428 $731M
2024 1 2,410 $863M

Nearby 401(k) Plans in Connecticut

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

Factset Research Systems Inc. Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Factset Research Systems Inc. Plan, Total assets ($B): 0.582869733 · Participants: 2234Factset Research Systems Inc. PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Factset Research Systems Inc. Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Factset Research Systems Inc. Plan side-by-side with 3 peers →

Factset Research Systems Inc. Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Tmna, Inc. 401(k) Plan in NJ ($583M); by covered participants it is Plantation Management Company 401(k) Plan in LA (2,234 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($583M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,234 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 Factset Research Systems Inc. Plan assets move in 2022? ▼
Factset Research Systems Inc. Plan declined sharply - down 15.5% during 2022, from $690M to $583M. Reported net income was -$107M.
How have Factset Research Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Factset Research Systems Inc.'s sponsor-wide assets grew 48.1%, from $583M to $863M.
Where does Factset Research Systems Inc. Plan rank by assets among Form 5500 filers? ▼
Factset Research Systems Inc. Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Factset Research Systems Inc. Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tmna, Inc. 401(k) Plan in NJ ($583M, 2,990 participants).
Which 401(k) plans cover a similar participant headcount to Factset Research Systems Inc. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plantation Management Company 401(k) Plan in LA (2,234 participants, $11M 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 133362547.

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.