401(k) · DOL Form 5500 · 2022
Factset Research Systems Inc. 401(k) Plan
Data updated 2026-08-11
- $583M
- Total assets
- 2,234
- Participants
- 98th
- Percentile by assets
- $260,909
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $583M
- total plan assets (2022 EOY)
- 2,234
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $260,909
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Factset Research Systems Inc. Plan reports 2,234 participants - 3.1x that state average ($583M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $690M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | -$107M |
| Employer EIN | 133362547 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Factset Research Systems Inc.)
| 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
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Factset Research Systems Inc. Plan by total assets, not by location.
- Tmna, Inc. 401(k) Plan (NJ) $583M · 2,990
- Bryan Health Retirement Savings Plan (NE) $583M · 5,575
- Johnson Controls Select Hourly Retirement Savings and Investment Plan (WI) $583M · 7,944
- The Perdue Savings Plan (MD) $584M · 17,985
Frequently Asked Questions
How did Factset Research Systems Inc. Plan assets move in 2022? ▼
How have Factset Research Systems Inc. plan assets changed over time? ▼
Where does Factset Research Systems Inc. Plan rank by assets among Form 5500 filers? ▼
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Next read for Factset Research Systems Inc. Plan
Filing takeaways
Ways to act on Factset Research Systems Inc. Plan's numbers.
- By total assets, Factset Research Systems Inc. Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Factset Research Systems Inc.'s sponsor-wide assets have grown 48.1% since 2022 across 3 plan years on file. More Information & Media plans