401(k) · DOL Form 5500 · 2023

Statistical Research, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
108
Participants Small participant base
61st
Percentile by assets National rank
$102,190
Avg per participant Below avg balance/head
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Official DOL plan name: Statistical Research, Inc. 401(k) Profit Sharing Plan · Sponsored by Statistical Research, Inc. · Arizona · Professional & Technical Services

$11M in assets, 108 participants

Statistical Research, Inc.'s Statistical Research, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,099 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Statistical Research, Inc. 401(k) Profit Sharing Plan covers 108 participants in Arizona, about 19% of the average Arizona filer (state average ~564 per filing). Assets: $11M.

#12,099
in Professional & Technical Services (20,321 peers)
+28.1%
assets growth YoY

Statistical Research, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Statistical Research, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,036,538 Top 39% higher than 61% 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

Statistical Research, Inc. 401(k) Profit Sharing Plan 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. Statistical Research, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Statistical Research, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Statistical Research, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Statistical Research, Inc. 401(k) Profit Sharing Plan reported participants fell from 130 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860670179 · Statistical Research, Inc. PY 2023 · 401(k)

Statistical Research, Inc. 401(k) Profit Sharing Plan · $11M · 108 · 61st

  • VS-ST $11M
  • VS-ST 108
  • VS-ST 61st
  • VS-ST 401(k)
  • VS-ST near Medico 401(k) Plan
  • VS-ST ind #12099

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 Arizona →

Statistical Research, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Statistical Research, Inc. 401(k) Profit Sharing PlanStatistical Research, Inc. 4…$11MMedico 401(k) Plan$11MMotor City Stamping, Inc Employees Salary Savings & Profit Sharing PlanMotor City Stamping, Inc Emp…$11MBancorp Financial, Inc. 401(k) PlanBancorp Financial, Inc. 401(…$11MD'escoto, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Statistical Research, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN860670179
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Statistical Research, Inc.)

Sponsor-wide plan assets over time

All Statistical Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.845771913530484% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.61M $12.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 130 $9M
2023 1 108 $11M
2024 1 135 $12M

Nearby 401(k) Plans in Arizona

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

Statistical Research, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Statistical Research, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011036538 · Participants: 108Statistical Research, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Statistical Research, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Statistical Research, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Statistical Research, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Medico 401(k) Plan in PA ($11M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Statistical Research, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Statistical Research, Inc. 401(k) Profit Sharing Plan grew sharply - up 28.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Statistical Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Statistical Research, Inc.'s sponsor-wide assets grew 42.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Statistical Research, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medico 401(k) Plan in PA ($11M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Statistical Research, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 860670179.

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.