Profit Sharing · DOL Form 5500 · 2023

Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan

Data updated 2026-08-11

$47M
Total assets: 128
Participants: 85th
Percentile by assets: $365,923
Avg per participant

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.

85th percentile by assets (of 127,072 plans)
#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.

$47M
total plan assets (2023 EOY): 128
covered participants: 85th
percentile by assets (of 127,072 plans): $365,923
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Maryland

Industry

Other Services

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reports 128 participants - about 14% of that state average ($47M EOY assets).

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.)

Total plan assets by year, all Pacific Institute for Research and Evaluation Inc. plans on file

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.

Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Maryland, assets vs. participants

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

Compare Pacific Institute for Research and Evalu… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust assets move in 2023? ▼

Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust grew at a solid clip - up 9.5% during 2023, from $43M to $47M. Reported net income was $4M.

How have Pacific Institute for Research and Evaluation Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Pacific Institute for Research and Evaluation Inc.'s sponsor-wide assets grew 20.4%, from $43M to $51M.

Where does Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Regional District Council Retirement Plan in OR ($47M, 1,613 participants).

Next read for Pacific Institute for Research and Evalu…

Filing takeaways

Ways to act on Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust's numbers.

By total assets, Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
Pacific Institute for Research and Evaluation Inc.'s sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Other Services plans

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 942243283.