Profit Sharing · DOL Form 5500 · 2023
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 128
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $365,923
- Avg per participant High balance/head
Official DOL plan name: Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust · Sponsored by Pacific Institute for Research and Evaluation Inc. · Maryland · Other Services
$47M in assets, 128 participants
Pacific Institute for Research and Evaluation Inc.'s Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reported $47M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,310 in Other Services (7,857 peers)
Coverage in Maryland
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust covers 128 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $47M.
- #7,310
- in Other Services (7,857 peers)
- +9.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust's outsized position by total assets
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,838,084 Top 15% higher than 85% 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
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust 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. Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust end-of-year assets rose from $43M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reported participants fell from 137 in the plan year 2022 filing to 128 in the plan year 2023 filing.
DOL schedule card
Filing strip 942243283 · Pacific Institute for Research and Evaluation Inc. PY 2023 · Profit Sharing
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust · $47M · 128 · 85th
- EOY $47M
- EOY 128
- EOY 85th
- EOY Profit Sharing
- EOY near Regional District Council Retirement Plan
- EOY ind #7310
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 Other Services retirement plans → · Plans in Maryland →
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 942243283 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Institute for Research and Evaluation Inc.)
Sponsor-wide plan assets over time
All Pacific Institute for Research and Evaluation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 20.407326268500565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $43M |
| 2023 | 1 | 128 | $47M |
| 2024 | 1 | 139 | $51M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Regional District Council Retirement Plan in OR ($47M); by covered participants it is The Ceo for the Greater Capital Region, Inc. Profit Sharing Plan and Trust in NY (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Regional District Council Retirement Plan (OR) $47M · 1,613
- Annual Reviews 403(b) DC Plan (CA) $47M · 92
- Sheet Metal Workers Local 44 Annuity Fund (PA) $47M · 333
- Yai Network Affiliates 401(a) Plan (NY) $47M · 1,165
Similar participant headcount
Nearest other-state filings by covered participants (128 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.