401(k) · DOL Form 5500 · 2023
Cornerstone Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $288M
- Total assets Near avg plan size
- 774
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $372,722
- Avg per participant High balance/head
Official DOL plan name: Cornerstone Research 401(k) and Profit Sharing Plan · Sponsored by Cornerstone Research, Inc. · Massachusetts · Professional & Technical Services
$288M in assets, 774 participants
Cornerstone Research, Inc.'s Cornerstone Research 401(k) and Profit Sharing Plan reported $288M in total assets and 774 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,729 in Professional & Technical Services (20,321 peers)
Where Cornerstone Research 401(k) and Profit Sharing Plan sits by assets
Cornerstone Research 401(k) and Profit Sharing Plan sits in the top 5% of all filed plans by assets, $288M for 774 participants (~$372,722/participant), up 19.3% in 2023.
- #19,729
- in Professional & Technical Services (20,321 peers)
- +19.3%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Cornerstone Research 401(k) and Profit Sharing Plan's outsized position by total assets
Cornerstone Research 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$288,487,032 Top 4% higher than 96% 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
Cornerstone Research 401(k) and 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. Cornerstone Research 401(k) and Profit Sharing Plan sits mid-pack in the medium band (774 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cornerstone Research 401(k) and Profit Sharing Plan reported net income rose from -$39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Cornerstone Research 401(k) and Profit Sharing Plan end-of-year assets rose from $242M in the plan year 2022 filing to $288M in the plan year 2023 filing.
- Cornerstone Research 401(k) and Profit Sharing Plan reported participants rose from 707 in the plan year 2022 filing to 774 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 943092543 · Cornerstone Research, Inc. PY 2023 · 401(k)
Cornerstone Research 401(k) and Profit Sharing Plan · $288M · 774 · 96th
- BOY $288M
- BOY 774
- BOY 96th
- BOY 401(k)
- BOY near J.Crew Group, LLC. 401(k) Savings Plan
- BOY ind #19729
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 Massachusetts →
Cornerstone Research 401(k) and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $242M |
|---|---|
| Net Assets (End of Year) | $288M |
| Net Income | $47M |
| Employer EIN | 943092543 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornerstone Research, Inc.)
Sponsor-wide plan assets over time
All Cornerstone Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $346M 43.253011183343226% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 707 | $242M |
| 2023 | 1 | 774 | $288M |
| 2024 | 1 | 900 | $346M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Cornerstone Research 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is J.Crew Group, LLC. 401(k) Savings Plan in NY ($289M); by covered participants it is Milbank Companies 401(k) Profit Sharing Retirement Plan in MO (774 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($288M here).
- J.Crew Group, LLC. 401(k) Savings Plan (NY) $289M · 9,946
- Americold Logistics Employee Savings and Investment Plan (GA) $288M · 10,631
- Bon Secours Mercy Health Retirement Savings Plan 401 (OH) $288M · 4,288
- Zendesk, Inc. 401(k) Plan (CA) $288M · 2,796
Similar participant headcount
Nearest other-state filings by covered participants (774 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.