401(k) · DOL Form 5500 · 2023

Factset Research Systems Inc. 401(k) Plan

Data updated 2026-08-25

$731M
Total assets Above avg plan size
2,428
Participants Above avg headcount
98th
Percentile by assets National rank
$301,133
Avg per participant High balance/head
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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.

  • #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.

#2,727
in Information & Media (2,818 peers)
+25.4%
assets growth YoY
7.3×
vs typical plan assets (national mean)

Factset Research Systems Inc. Plan's outsized position by total assets

Factset Research Systems Inc. Plan vs every filed plan by assets

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

$731,150,863 Top 2% higher than 98% 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

Factset Research Systems Inc. Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Factset Research Systems Inc. Plan lands in the large band (2,428 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133362547 · Factset Research Systems Inc. PY 2023 · 401(k)

Factset Research Systems Inc. Plan · $731M · 2,428 · 98th

  • PCT $731M
  • EIN 2,428
  • RANK 98th
  • PHOTO 401(k)
  • IND near The Goodyear Tire & Rubber Company Employee Savings Plan for Bargaining Unit Employees
  • EOY ind #2727

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 Connecticut →

Factset Research Systems Inc. Plan in the asset neighbourhood

Lennox International Inc. Merged Profit Sharing and 401(k) Retirement Plan for Salaried EmployeesLennox International Inc. Me…$732MFactset Research Systems Inc. PlanFactset Research Systems Inc…$731MThe Goodyear Tire & Rubber Company Employee Savings Plan for Bargaining Unit EmployeesThe Goodyear Tire & Rubber C…$731MDick's Sporting Goods, Inc. Smart Savings 401(k) PlanDick's Sporting Goods, Inc. …$731MQbe 401(k) Savings Plan$731M
End-of-year total assets ($M) among Factset Research Systems Inc. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$583M
Net Assets (End of Year)$731M
Net Income$148M
Employer EIN133362547
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Factset Research Systems Inc.)

Sponsor-wide plan assets over time

All Factset Research Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$863M 48.11662299850454% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $583M $863M ▲ +48.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Factset Research Systems Inc. Plan, Total assets ($B): 0.731150863 · Participants: 2428Factset Research Systems Inc. PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Factset Research Systems Inc. Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Factset Research Systems Inc. Plan side-by-side with 3 peers →

Factset Research Systems Inc. Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Goodyear Tire & Rubber Company Employee Savings Plan for Bargaining Unit Employees in OH ($731M); by covered participants it is Tforce Freight 401(k) Savings Plan in VA (2,428 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,428 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 Factset Research Systems Inc. Plan assets move in 2023? ▼
Factset Research Systems Inc. Plan grew sharply - up 25.4% during 2023, from $583M to $731M. Reported net income was $148M.
How have Factset Research Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Factset Research Systems Inc.'s sponsor-wide assets grew 48.1%, from $583M to $863M.
Where does Factset Research Systems Inc. Plan rank by assets among Form 5500 filers? ▼
Factset Research Systems Inc. Plan ranks in the 98th 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 Factset Research Systems Inc. Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Goodyear Tire & Rubber Company Employee Savings Plan for Bargaining Unit Employees in OH ($731M, 6,286 participants).
Which 401(k) plans cover a similar participant headcount to Factset Research Systems Inc. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tforce Freight 401(k) Savings Plan in VA (2,428 participants, N/A 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 133362547.

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.