Profit Sharing · DOL Form 5500 · 2022

Amer. Inst. for Research in the Behavioral Sciences Profit Sharing Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
1,097
Participants Near avg headcount
96th
Percentile by assets National rank
$204,814
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American Institutes for Research Tax Deferred Annuity Plan · Sponsored by Amer. Inst. for Research in the Behavioral Sciences · Virginia · Professional & Technical Services

$225M in assets, 1,097 participants

Amer. Inst. for Research in the Behavioral Sciences's American Institutes for Research Tax Deferred Annuity Plan reported $225M in total assets and 1,097 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,927 in Professional & Technical Services (21,562 peers)

Where American Institutes for Research Tax Deferred Annuity Plan sits by assets

American Institutes for Research Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $225M for 1,097 participants (~$204,814/participant), down 4.5% in 2022.

#20,927
in Professional & Technical Services (21,562 peers)
-4.5%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Institutes for Research Tax Deferred Annuity Plan's outsized position by total assets

American Institutes for Research Tax Deferred Annuity Plan vs every filed plan by assets

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

$224,680,490 Top 4% higher than 96% 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

American Institutes for Research Tax Deferred Annuity 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. American Institutes for Research Tax Deferred Annuity Plan lands in the large band (1,097 participants).

DOL schedule card

Filing strip 250965219 · Amer. Inst. for Research in the Behavioral Sciences PY 2022 · Profit Sharing

American Institutes for Research Tax Deferred Annuity Plan · $225M · 1,097 · 96th

  • BOY $225M
  • SCH 1,097
  • EBSA 96th
  • PART Profit Sharing
  • TYPE near Davis Polk Profit Sharing Plan for Partners, Counsel and Chiefs
  • NET ind #20927

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 Virginia →

American Institutes for Research Tax Deferred Annuity Plan in the asset neighbourhood

Haynes and Boone Investment Directed Profit Sharing PlanHaynes and Boone Investment …$225MAmerican Institutes for Research Tax Deferred Annuity PlanAmerican Institutes for Rese…$225MDavis Polk Profit Sharing Plan for Partners, Counsel and ChiefsDavis Polk Profit Sharing Pl…$225MPainters and Allied Trades Dc82 Defined Contribution Pension PlanPainters and Allied Trades D…$224MGolub Corporation Profit Sharing PlanGolub Corporation Profit Sha…$222M
End-of-year total assets ($M) among American Institutes for Research Tax Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$235M
Net Assets (End of Year)$225M
Net Income-$11M
Employer EIN250965219
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amer. Inst. for Research in the Behavioral Sciences)

Sponsor-wide plan assets over time

All Amer. Inst. for Research in the Behavioral Sciences plans reported in each filing year

Latest sponsor-wide plan assets
$622M 36.87259206726019% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $455M $622M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 2,179 $455M
2023 5 2,548 $574M
2024 4 2,540 $622M

Nearby Profit Sharing Plans in Virginia

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

American Institutes for Research Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 02004006008001000 Total assets ($M) Participants American Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings PlanHii Avondale Industries, Inc. Savings Plan, Total assets ($M): 93.646882 · Participants: 213Hii Avondale Industries, Inc. Savings Plan
American Institutes for Research Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

American Institutes for Research Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Davis Polk Profit Sharing Plan for Partners, Counsel and Chiefs in NY ($225M); by covered participants it is Niagara Falls Memorial Medical Center Sponsored 403(b) Plan in NY (1,091 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,097 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 American Institutes for Research Tax Deferred Annuity Plan assets move in 2022? ▼
American Institutes for Research Tax Deferred Annuity Plan edged down modestly - down 4.5% during 2022, from $235M to $225M. Reported net income was -$11M.
How have Amer. Inst. for Research in the Behavioral Sciences plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amer. Inst. for Research in the Behavioral Sciences's sponsor-wide assets grew 36.9%, from $455M to $622M.
Where does American Institutes for Research Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
American Institutes for Research Tax Deferred Annuity Plan ranks in the 96th 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 Profit Sharing plans are similar in size to American Institutes for Research Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Davis Polk Profit Sharing Plan for Partners, Counsel and Chiefs in NY ($225M, 279 participants).
Which Profit Sharing plans cover a similar participant headcount to American Institutes for Research Tax Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Niagara Falls Memorial Medical Center Sponsored 403(b) Plan in NY (1,091 participants, $23M in assets).