401(k) · DOL Form 5500 · 2023

Consumers Reports, Inc 401(k) Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
316
Participants Below avg headcount
95th
Percentile by assets National rank
$720,981
Avg per participant High balance/head
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Official DOL plan name: Consumers Reports 401(k) Plan for Management and Exempt Employees · Sponsored by Consumers Reports, Inc · New York · Information & Media

$228M in assets, 316 participants

Consumers Reports, Inc's Consumers Reports 401(k) Plan for Management and Exempt Employees reported $228M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #2,610 in Information & Media (2,818 peers)

Coverage in New York

Consumers Reports 401(k) Plan for Management and Exempt Employees covers 316 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $228M.

#2,610
in Information & Media (2,818 peers)
+18.8%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Consumers Reports 401(k) Plan for Management and Exempt Employees's outsized position by total assets

Consumers Reports 401(k) Plan for Management and Exempt Employees vs every filed plan by assets

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

$227,829,912 Top 5% higher than 95% 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

Consumers Reports 401(k) Plan for Management and Exempt Employees 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. Consumers Reports 401(k) Plan for Management and Exempt Employees sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Consumers Reports 401(k) Plan for Management and Exempt Employees reported net income rose from -$32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Consumers Reports 401(k) Plan for Management and Exempt Employees end-of-year assets rose from $192M in the plan year 2022 filing to $228M in the plan year 2023 filing.
  • Consumers Reports 401(k) Plan for Management and Exempt Employees reported participants fell from 340 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131776434 · Consumers Reports, Inc PY 2023 · 401(k)

Consumers Reports 401(k) Plan for Management and Exempt Employees · $228M · 316 · 95th

  • NET $228M
  • BOOK 316
  • VS-ST 95th
  • BOY 401(k)
  • SCH near Zachry Corporation Employees 401(k) Plan
  • EBSA ind #2610

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 Information & Media retirement plans → · Plans in New York →

Consumers Reports 401(k) Plan for Management and Exempt Employees in the asset neighbourhood

United Bankshares, Inc. Savings and Stock Investment PlanUnited Bankshares, Inc. Savi…$228MPowell Industries, Inc. Employees Incentive Savings PlanPowell Industries, Inc. Empl…$228MFirst Tech Federal Credit Union Employees Qualified Savings PlanFirst Tech Federal Credit Un…$228MZachry Corporation Employees 401(k) PlanZachry Corporation Employees…$228MConsumers Reports 401(k) Plan for Management and Exempt EmployeesConsumers Reports 401(k) Pla…$228M
End-of-year total assets ($M) among Consumers Reports 401(k) Plan for Management and Exempt Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$228M
Net Income$35M
Employer EIN131776434
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Consumers Reports, Inc)

Sponsor-wide plan assets over time

All Consumers Reports, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$364M 10.465584765963978% vs 2022
2024 filing year
$320M$340M$360M$380M 202220232024 $329M $364M ▲ +10.5%
Year Plans Participants Total Assets
2022 3 716 $329M
2023 3 680 $355M
2024 3 637 $364M

Nearby 401(k) Plans in New York

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

Consumers Reports 401(k) Plan for Management and Exempt Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Consumers Reports 401(k) Plan for Management and Exempt Employees, Total assets ($B): 0.227829912 · Participants: 316Consumers Reports 401(k) Plan for Management and Exempt EmployeesIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Consumers Reports 401(k) Plan for Management and Exempt Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Consumers Reports 401(k) Plan for Management and Exempt Employees side-by-side with 3 peers →

Consumers Reports 401(k) Plan for Management and Exempt Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Zachry Corporation Employees 401(k) Plan in TX ($228M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Consumers Reports 401(k) Plan for Management and Exempt Employees assets move in 2023? ▼
Consumers Reports 401(k) Plan for Management and Exempt Employees grew sharply - up 18.8% during 2023, from $192M to $228M. Reported net income was $35M.
How have Consumers Reports, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Consumers Reports, Inc's sponsor-wide assets grew 10.5%, from $329M to $364M.
Where does Consumers Reports 401(k) Plan for Management and Exempt Employees rank by assets among Form 5500 filers? ▼
Consumers Reports 401(k) Plan for Management and Exempt Employees ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Consumers Reports 401(k) Plan for Management and Exempt Employees? ▼
Among 401(k) plans in other states, the closest by assets is Zachry Corporation Employees 401(k) Plan in TX ($228M, 2,246 participants).
Which 401(k) plans cover a similar participant headcount to Consumers Reports 401(k) Plan for Management and Exempt Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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 131776434.

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.