ESOP · DOL Form 5500 · 2022
Applied Research Associates, Inc. ESOP
Data updated 2026-08-11
- $462M
- Total assets
- 1,640
- Participants
- 98th
- Percentile by assets
- $281,771
- Avg per participant
Official DOL plan name: Employee Stock Ownership Plan of Applied Research Associates, Inc. · Sponsored by Applied Research Associates, Inc. · New Mexico · Professional & Technical Services
$462M in assets, 1,640 participants
Applied Research Associates, Inc.'s Employee Stock Ownership Plan of Applied Research Associates, Inc. reported $462M in total assets and 1,640 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)
- #21,235 in Professional & Technical Services (21,562 peers)
Coverage in New Mexico
Employee Stock Ownership Plan of Applied Research Associates, Inc. covers 1,640 participants in New Mexico, 4.5x the typical New Mexico plan (state average ~365 per filing). Assets: $462M.
- $462M
- total plan assets (2022 EOY)
- 1,640
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $281,771
- avg assets per participant
Participants vs New Mexico filers
In New Mexico, the average filing covers about 365 participants across 466 plans. Employee Stock Ownership Plan of Applied Research Associates, Inc. reports 1,640 participants - 4.5x that state average ($462M EOY assets).
New Mexico filing particulars
| Total Assets (Beginning of Year) | $334M |
|---|---|
| Net Assets (End of Year) | $462M |
| Net Income | $137M |
| Employer EIN | 850276434 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Applied Research Associates, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,193 | $907M |
| 2023 | 2 | 3,943 | $1.2B |
| 2024 | 2 | 4,416 | $1.3B |
Nearby ESOP Plans in New Mexico
Peer ESOP plans, same state, same plan type, ranked by total assets.
Employee Stock Ownership Plan of Applied Research Associates, Inc. vs. nearby ESOP plans in New Mexico, assets vs. participants
- Ppic Employee Stock Ownership Plan $44M · 131
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $23M · 96
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan $15M · 16
- Miller Engineers, Inc. Employee Stock Ownership Plan $14M · 241
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $14M · 98
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Employee Stock Ownership Plan of Applied Research Associates, Inc. by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Employee Stock Ownership Plan of Applied Research Associates, Inc.'s numbers.
- By total assets, Employee Stock Ownership Plan of Applied Research Associates, Inc. ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New Mexico. Compare plans
- Applied Research Associates, Inc.'s sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans