Profit Sharing · DOL Form 5500 · 2022
Northern California Institute for Research and Education Profit Sharing Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $124,640
- Avg per participant Near avg balance/head
Official DOL plan name: Northern California Institute for Research and Education Defined · Sponsored by Northern California Institute for Research and Education · California · Professional & Technical Services
$19M in assets, 151 participants
Northern California Institute for Research and Education's Northern California Institute for Research and Education Defined reported $19M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,498 in Professional & Technical Services (21,562 peers)
Coverage in California
Northern California Institute for Research and Education Defined covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $19M.
- #16,498
- in Professional & Technical Services (21,562 peers)
- -17.5%
- assets change YoY
- 0.2×
- 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.
Northern California Institute for Research and Education Defined's outsized position by total assets
Northern California Institute for Research and Education Defined vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,820,680 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Northern California Institute for Research and Education Defined 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. Northern California Institute for Research and Education Defined sits mid-pack in the medium band (151 participants).
DOL schedule card
Filing strip 943084159 · Northern California Institute for Research and Education PY 2022 · Profit Sharing
Northern California Institute for Research and Education Defined · $19M · 151 · 76th
- VS-ST $19M
- VS-ST 151
- VS-ST 76th
- VS-ST Profit Sharing
- VS-ST near Vigo Importing Company Profit Sharing Plan
- VS-ST ind #16498
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 Professional & Technical Services retirement plans → · Plans in California →
Northern California Institute for Research and Education Defined in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$4M |
| Employer EIN | 943084159 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern California Institute for Research and Education)
Sponsor-wide plan assets over time
All Northern California Institute for Research and Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.23207528017776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 371 | $41M |
| 2023 | 2 | 384 | $50M |
| 2024 | 2 | 411 | $56M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Northern California Institute for Research and Education Defined's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Vigo Importing Company Profit Sharing Plan in FL ($19M); by covered participants it is Allegheny Mineral Company Employee Profit Sharing Plan in PA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Vigo Importing Company Profit Sharing Plan (FL) $19M · 175
- Mendez & Co., Inc. Retirement Plan (PR) $19M · 478
- Silvi Concrete Products Inc Retirement Plan (PA) $19M · 369
- Frontier Health Retirement Plan (TN) $19M · 334
Similar participant headcount
Nearest other-state filings by covered participants (151 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.