401(k) · DOL Form 5500 · 2023

Strategic Research Insights 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
45th
Percentile by assets National rank
$136,162
Avg per participant Near avg balance/head
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Official DOL plan name: Strategic Research Insights 401(k) Plan · Sponsored by Strategic Research Insights · New Jersey · Professional & Technical Services

$5M in assets, 38 participants

Strategic Research Insights's Strategic Research Insights 401(k) Plan reported $5M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,726 in Professional & Technical Services (20,321 peers)

Strategic Research Insights multi-year trail

Strategic Research Insights's plans moved +81.4% in assets from 2022 to 2024; this filing shows Strategic Research Insights 401(k) Plan at $5M / 38 participants.

#8,726
in Professional & Technical Services (20,321 peers)
+36.1%
assets growth YoY

Strategic Research Insights 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Strategic Research Insights 401(k) Plan vs every filed plan by assets

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

$5,174,170 45th percentile higher than 45% 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

Strategic Research Insights 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Research Insights 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strategic Research Insights 401(k) Plan reported net income rose from -$264K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Strategic Research Insights 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Strategic Research Insights 401(k) Plan reported participants rose from 32 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205093157 · Strategic Research Insights PY 2023 · 401(k)

Strategic Research Insights 401(k) Plan · $5M · 38 · 45th

  • IND $5M
  • IND 38
  • IND 45th
  • IND 401(k)
  • IND near Veritas Hhs 401(k) Plan
  • IND ind #8726

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 New Jersey →

Strategic Research Insights 401(k) Plan in the asset neighbourhood

Strategic Research Insights 401(k) PlanStrategic Research Insights …$5MVeritas Hhs 401(k) Plan$5MAutobody Dimensions, Inc. 401(k) PlanAutobody Dimensions, Inc. 40…$5MDelta Groups Engineering, Inc. 401(k) Profit Sharing PlanDelta Groups Engineering, In…$5MEmployyee Benefit Plan of Goodwill Industries of the Chesapeake, Inc.Employyee Benefit Plan of Go…$5M
End-of-year total assets ($M) among Strategic Research Insights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Strategic Research Insights multi-year asset trail

Sponsor-wide plan assets over time

All Strategic Research Insights plans reported in each filing year

Latest sponsor-wide plan assets
$7M 81.44623456449037% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.8M $6.9M ▲ +81.6%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 38 $5M
2024 1 42 $7M

Strategic Research Insights filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN205093157
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Strategic Research Insights 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Strategic Research Insights 401(k) Plan, Total assets ($B): 0.00517417 · Participants: 38Strategic Research Insights 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Strategic Research Insights 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Strategic Research Insights 401(k) Plan side-by-side with 3 peers →

Strategic Research Insights 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Veritas Hhs 401(k) Plan in CO ($5M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Strategic Research Insights 401(k) Plan assets move in 2023? ▼
Strategic Research Insights 401(k) Plan surged - up 36.1% during 2023, from $4M to $5M. Reported net income was $1M.
How have Strategic Research Insights plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Research Insights's sponsor-wide assets grew 81.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Strategic Research Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veritas Hhs 401(k) Plan in CO ($5M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Research Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 205093157.

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.