401(k) · DOL Form 5500 · 2023
Factset Research Systems Inc. 401(k) Plan
Data updated 2026-08-11
- $731M
- Total assets
- 2,428
- Participants
- 98th
- Percentile by assets
- $301,133
- Avg per participant
Official DOL plan name: Factset Research Systems Inc. Plan · Sponsored by Factset Research Systems Inc. · Connecticut · Information & Media
$731M in assets, 2,428 participants
Factset Research Systems Inc.'s Factset Research Systems Inc. Plan reported $731M in total assets and 2,428 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #2,727 in Information & Media (2,818 peers)
Coverage in Connecticut
Factset Research Systems Inc. Plan covers 2,428 participants in Connecticut, 3.4x the typical Connecticut plan (state average ~718 per filing). Assets: $731M.
- $731M
- total plan assets (2023 EOY)
- 2,428
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $301,133
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Factset Research Systems Inc. Plan reported net income rose from -$107M in the plan year 2022 filing to $148M in the plan year 2023 filing.
- Factset Research Systems Inc. Plan end-of-year assets rose from $583M in the plan year 2022 filing to $731M in the plan year 2023 filing.
- Factset Research Systems Inc. Plan reported participants rose from 2,234 in the plan year 2022 filing to 2,428 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Factset Research Systems Inc. Plan reports 2,428 participants - 3.4x that state average ($731M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $583M |
|---|---|
| Net Assets (End of Year) | $731M |
| Net Income | $148M |
| Employer EIN | 133362547 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Factset Research Systems Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,234 | $583M |
| 2023 | 1 | 2,428 | $731M |
| 2024 | 1 | 2,410 | $863M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Factset Research Systems Inc. Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Factset Research Systems Inc. Plan by total assets, not by location.
- The Goodyear Tire & Rubber Company Employee Savings Plan for Bargaining Unit Employees (OH) $731M · 6,286
- Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan for Salaried Employees (TX) $732M · 3,525
- Dick's Sporting Goods, Inc. Smart Savings 401(k) Plan (PA) $731M · 48,701
- Qbe 401(k) Savings Plan (WI) $731M · 2,554
Frequently Asked Questions
How did Factset Research Systems Inc. Plan assets move in 2023? ▼
How have Factset Research Systems Inc. plan assets changed over time? ▼
Where does Factset Research Systems Inc. Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Factset Research Systems Inc. Plan? ▼
Next read for Factset Research Systems Inc. Plan
Filing takeaways
Ways to act on Factset Research Systems Inc. Plan's numbers.
- By total assets, Factset Research Systems Inc. Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Factset Research Systems Inc.'s sponsor-wide assets have grown 48.1% since 2022 across 3 plan years on file. More Information & Media plans