Other · DOL Form 5500 · 2023
Research, Inc Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $387,360
- Avg per participant High balance/head
Official DOL plan name: Research, Inc Defined Contribution Retirement Plan · Sponsored by Research, Inc · Tennessee · Professional & Technical Services
$2M in assets, 4 participants
Research, Inc's Research, Inc Defined Contribution Retirement Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,717 in Professional & Technical Services (20,321 peers)
Research, Inc multi-year trail
Research, Inc's plans moved +25.2% in assets from 2022 to 2024; this filing shows Research, Inc Defined Contribution Retirement Plan at $2M / 4 participants.
- #4,717
- in Professional & Technical Services (20,321 peers)
- +14.2%
- assets growth YoY
Research, Inc Defined Contribution Retirement Plan among the smaller filed plans by assets
Research, Inc Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,549,440 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Research, Inc Defined Contribution Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Research, Inc Defined Contribution Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Research, Inc Defined Contribution Retirement Plan reported net income rose from -$18K in the plan year 2022 filing to $193K in the plan year 2023 filing.
- Research, Inc Defined Contribution Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Research, Inc Defined Contribution Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 260587150 · Research, Inc PY 2023 · Other
Research, Inc Defined Contribution Retirement Plan · $2M · 4 · 28th
- PART $2M
- PART 4
- PART 28th
- PART Other
- PART near Florida Education Fund, Inc
- PART ind #4717
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Research, Inc Defined Contribution Retirement Plan in the asset neighbourhood
Research, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Research, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 25.208181976773712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 4 | $2M |
Research, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $193K |
| Employer EIN | 260587150 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Vanderbilt University Medical Center Retirement Plan $4.1B · 30,220
- Vanderbilt University Retirement Plan $2.3B · 6,887
- St. Jude Children's Research Hospital Defined Contribution Retirement Plan $1.1B · 6,010
- Ballad Health 403(b) Plan $616M · 11,769
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
Research, Inc Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Tennessee, the nearest Other by assets is Florida Education Fund, Inc in FL ($2M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.