401(k) · DOL Form 5500 · 2023

Zacks Investment Research, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
274
Participants Below avg headcount
80th
Percentile by assets National rank
$116,439
Avg per participant Below avg balance/head
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Official DOL plan name: Zacks Investment Research, Inc. 401(k) Savings Plan · Sponsored by Zacks Investment Research, Inc. · Illinois · Finance & Insurance

$32M in assets, 274 participants

Zacks Investment Research, Inc.'s Zacks Investment Research, Inc. 401(k) Savings Plan reported $32M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,165 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Zacks Investment Research, Inc. 401(k) Savings Plan covers 274 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $32M.

#6,165
in Finance & Insurance (8,869 peers)
+27.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Zacks Investment Research, Inc. 401(k) Savings Plan's outsized position by total assets

Zacks Investment Research, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$31,904,189 Top 20% higher than 80% 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

Zacks Investment Research, Inc. 401(k) Savings 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. Zacks Investment Research, Inc. 401(k) Savings Plan sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zacks Investment Research, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Zacks Investment Research, Inc. 401(k) Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Zacks Investment Research, Inc. 401(k) Savings Plan reported participants rose from 269 in the plan year 2022 filing to 274 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363108701 · Zacks Investment Research, Inc. PY 2023 · 401(k)

Zacks Investment Research, Inc. 401(k) Savings Plan · $32M · 274 · 80th

  • VS-ST $32M
  • VS-ST 274
  • VS-ST 80th
  • VS-ST 401(k)
  • VS-ST near Dakota Red Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #6165

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 Illinois →

Zacks Investment Research, Inc. 401(k) Savings Plan in the asset neighbourhood

Clsa Americas, LLC 401(k) Savings PlanClsa Americas, LLC 401(k) Sa…$32MCarval Investors Savings Plan$32MZacks Investment Research, Inc. 401(k) Savings PlanZacks Investment Research, I…$32MDakota Red Corporation 401(k) Profit Sharing PlanDakota Red Corporation 401(k…$32MAcrt Services, Inc. 401(k) PlanAcrt Services, Inc. 401(k) P…$32M
End-of-year total assets ($M) among Zacks Investment Research, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN363108701
Plan Effective Date1993-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zacks Investment Research, Inc.)

Sponsor-wide plan assets over time

All Zacks Investment Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 52.94594653793475% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $38.3M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 269 $25M
2023 1 274 $32M
2024 1 280 $38M

Nearby 401(k) Plans in Illinois

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

Zacks Investment Research, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Zacks Investment Research, Inc. 401(k) Savings Plan, Total assets ($B): 0.031904189 · Participants: 274Zacks Investment Research, Inc. 401(k) Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Zacks Investment Research, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Zacks Investment Research, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Zacks Investment Research, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dakota Red Corporation 401(k) Profit Sharing Plan in IA ($32M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Zacks Investment Research, Inc. 401(k) Savings Plan assets move in 2023? ▼
Zacks Investment Research, Inc. 401(k) Savings Plan grew sharply - up 27.3% during 2023, from $25M to $32M. Reported net income was $7M.
How have Zacks Investment Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zacks Investment Research, Inc.'s sponsor-wide assets grew 52.9%, from $25M to $38M.
Where does Zacks Investment Research, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Zacks Investment Research, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zacks Investment Research, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Red Corporation 401(k) Profit Sharing Plan in IA ($32M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Zacks Investment Research, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 363108701.

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.