401(k) · DOL Form 5500 · 2023

Investment Research & Advisory Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
15
Participants Small participant base
46th
Percentile by assets National rank
$369,752
Avg per participant High balance/head
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Official DOL plan name: IRA Group 401(k) Retirement Plan · Sponsored by Investment Research & Advisory Group, Inc. · Georgia · Finance & Insurance

$6M in assets, 15 participants

Investment Research & Advisory Group, Inc.'s IRA Group 401(k) Retirement Plan reported $6M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,917 in Finance & Insurance (8,869 peers)

Investment Research & Advisory Group, Inc. multi-year trail

Investment Research & Advisory Group, Inc.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows IRA Group 401(k) Retirement Plan at $6M / 15 participants.

#2,917
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

IRA Group 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

IRA Group 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,546,277 46th percentile higher than 46% of 127,068 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 2023

IRA Group 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. IRA Group 401(k) Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • IRA Group 401(k) Retirement Plan reported net income rose from -$847K in the plan year 2022 filing to $683K in the plan year 2023 filing.
  • IRA Group 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 581989031 · Investment Research & Advisory Group, Inc. PY 2023 · 401(k)

IRA Group 401(k) Retirement Plan · $6M · 15 · 46th

  • EOY $6M
  • 5500 15
  • ASSETS 46th
  • PCT 401(k)
  • EIN near Polaris Laboratories, LLC 401(k) Plan
  • RANK ind #2917

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 Finance & Insurance retirement plans → · Plans in Georgia →

IRA Group 401(k) Retirement Plan in the asset neighbourhood

IRA Group 401(k) Retirement PlanIRA Group 401(k) Retirement …$6MPolaris Laboratories, LLC 401(k) PlanPolaris Laboratories, LLC 40…$6MJon M. Hall Company, LLC 401(k) PlanJon M. Hall Company, LLC 401…$6MSpaced Out, Inc. 401(k) Plan$6MMy Auto Imports Center 401(k) PlanMy Auto Imports Center 401(k…$6M
End-of-year total assets ($M) among IRA Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Investment Research & Advisory Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Investment Research & Advisory Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.790052903611617% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.86M $5.92M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 15 $5M
2023 1 15 $6M
2024 1 16 $6M

Investment Research & Advisory Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$683K
Employer EIN581989031
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

IRA Group 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants IRA Group 401(k) Retirement Plan, Total assets ($B): 0.005546277 · Participants: 15IRA Group 401(k) Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
IRA Group 401(k) Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare IRA Group 401(k) Retirement Plan side-by-side with 3 peers →

IRA Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Polaris Laboratories, LLC 401(k) Plan in IN ($6M); by covered participants it is Nittfan Inc. 401(k) Plan in PA (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did IRA Group 401(k) Retirement Plan assets move in 2023? ▼
IRA Group 401(k) Retirement Plan grew at a solid clip - up 14.1% during 2023, from $5M to $6M. Reported net income was $683K.
How have Investment Research & Advisory Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Research & Advisory Group, Inc.'s sponsor-wide assets grew 21.8%, from $5M to $6M.
Which 401(k) plans are similar in size to IRA Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polaris Laboratories, LLC 401(k) Plan in IN ($6M, 166 participants).
Which 401(k) plans cover a similar participant headcount to IRA Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nittfan Inc. 401(k) Plan in PA (15 participants, $611K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 581989031.

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.