401(k) · DOL Form 5500 · 2023

Income Research & Management 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
209
Participants Below avg headcount
92nd
Percentile by assets National rank
$518,242
Avg per participant High balance/head
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Official DOL plan name: Income Research & Management Profit Sharing 401(k) Plan & Trust · Sponsored by Income Research & Management · Massachusetts · Finance & Insurance

$108M in assets, 209 participants

Income Research & Management's Income Research & Management Profit Sharing 401(k) Plan & Trust reported $108M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,756 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Income Research & Management Profit Sharing 401(k) Plan & Trust covers 209 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $108M.

#7,756
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Income Research & Management Profit Sharing 401(k) Plan & Trust's outsized position by total assets

Income Research & Management Profit Sharing 401(k) Plan & Trust vs every filed plan by assets

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

$108,312,528 Top 8% higher than 92% 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

Income Research & Management Profit Sharing 401(k) Plan & Trust 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. Income Research & Management Profit Sharing 401(k) Plan & Trust sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Income Research & Management Profit Sharing 401(k) Plan & Trust reported net income rose from -$14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Income Research & Management Profit Sharing 401(k) Plan & Trust end-of-year assets rose from $90M in the plan year 2022 filing to $108M in the plan year 2023 filing.
  • Income Research & Management Profit Sharing 401(k) Plan & Trust reported participants rose from 200 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042955404 · Income Research & Management PY 2023 · 401(k)

Income Research & Management Profit Sharing 401(k) Plan & Trust · $108M · 209 · 92nd

  • NET $108M
  • BOOK 209
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Aptean 401(k) Plan
  • EBSA ind #7756

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 Massachusetts →

Income Research & Management Profit Sharing 401(k) Plan & Trust in the asset neighbourhood

Hartford Healthcare 401(k) Retirement Savings PlanHartford Healthcare 401(k) R…$108MKioxia America, Inc. 401(k) Savings PlanKioxia America, Inc. 401(k) …$108MSteamfitters and Plumbers Local Union No 464 401(k) PlanSteamfitters and Plumbers Lo…$108MIncome Research & Management Profit Sharing 401(k) Plan & TrustIncome Research & Management…$108MAptean 401(k) Plan$108M
End-of-year total assets ($M) among Income Research & Management Profit Sharing 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$108M
Net Income$18M
Employer EIN042955404
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Income Research & Management)

Sponsor-wide plan assets over time

All Income Research & Management plans reported in each filing year

Latest sponsor-wide plan assets
$118M 30.96659215183678% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $89.8M $118M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 200 $90M
2023 1 209 $108M
2024 1 219 $118M

Nearby 401(k) Plans in Massachusetts

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

Income Research & Management Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Income Research & Management Profit Sharing 401(k) Plan & Trust, Total assets ($B): 0.108312528 · Participants: 209Income Research & Management Profit Sharing 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Income Research & Management Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Income Research & Management Profit Sharing 401(k) Plan & Trust side-by-side with 3 peers →

Income Research & Management Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Aptean 401(k) Plan in GA ($108M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Income Research & Management Profit Sharing 401(k) Plan & Trust assets move in 2023? ▼
Income Research & Management Profit Sharing 401(k) Plan & Trust grew sharply - up 20.6% during 2023, from $90M to $108M. Reported net income was $18M.
How have Income Research & Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Income Research & Management's sponsor-wide assets grew 31.0%, from $90M to $118M.
Where does Income Research & Management Profit Sharing 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Income Research & Management Profit Sharing 401(k) Plan & Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Income Research & Management Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aptean 401(k) Plan in GA ($108M, 715 participants).
Which 401(k) plans cover a similar participant headcount to Income Research & Management Profit Sharing 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 042955404.

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.