401(k) · DOL Form 5500 · 2023
Future Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 391
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $8,574
- Avg per participant Low balance/head
Official DOL plan name: Future Research, Inc. 401(k) Plan · Sponsored by Future Research, Inc. · California · Other Services
$3M in assets, 391 participants
Future Research, Inc.'s Future Research, Inc. 401(k) Plan reported $3M in total assets and 391 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #4,784 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Future Research, Inc. 401(k) Plan ranks #4,784 of 7,857 2023 filers by assets (599% of the sector average)-$3M for 391 participants.
- #4,784
- in Other Services (7,857 peers)
- +51.2%
- assets growth YoY
Future Research, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers
Future Research, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,352,381 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Future Research, Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Future Research, Inc. 401(k) Plan sits mid-pack in the medium band (391 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Future Research, Inc. 401(k) Plan reported participants rose from 257 in the plan year 2022 filing to 391 in the plan year 2023 filing.
- Future Research, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Future Research, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 821625702 · Future Research, Inc. PY 2023 · 401(k)
Future Research, Inc. 401(k) Plan · $3M · 391 · 37th
- PCT $3M
- PCT 391
- PCT 37th
- PCT 401(k)
- PCT near Lingerfelt Development 401(k) Plan
- PCT ind #4784
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 Other Services retirement plans → · Plans in California →
Future Research, Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 821625702 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Future Research, Inc.)
Sponsor-wide plan assets over time
All Future Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 81.00711507019224% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $2M |
| 2023 | 1 | 391 | $3M |
| 2024 | 1 | 205 | $4M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Future Research, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lingerfelt Development 401(k) Plan in VA ($3M); by covered participants it is Peoplefluent, Inc. 401(k) Plan in NC (391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Lingerfelt Development 401(k) Plan (VA) $3M · 13
- Ace Pump Corporation Retirement Plan (TN) $3M · 32
- Isaacs Deli, Inc Salary Savings Plan (PA) $3M · 219
- Boyer Restaurants, Inc. 401(k) Plan (IA) $3M · 207
Similar participant headcount
Nearest other-state filings by covered participants (391 participants); asset peers above are excluded.
- Peoplefluent, Inc. 401(k) Plan (NC) 391 · 0 off
- Redbuilt 401(k) Plan (ID) 391 · 0 off
- Hawthorne Foundation, Inc, 403(b) Tda Plan (NY) 391 · 0 off
- Ajt Holding 401(k) (NC) 391 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.