401(k) · DOL Form 5500 · 2023

Cornerstone Research, Inc. 401(k) Plan

Data updated 2026-08-11

$288M
Total assets
774
Participants
96th
Percentile by assets
$372,722
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$288M
total plan assets (2023 EOY)
774
covered participants
96th
percentile by assets (of 127,072 plans)
$372,722
avg assets per participant

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.

See the national 2022→2023 release diff →

Cornerstone Research 401(k) and Profit Sharing Plan vs the 2023 asset distribution

By assets, Cornerstone Research 401(k) and Profit Sharing Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$242M
Net Assets (End of Year)$288M
Net Income$47M
Employer EIN943092543
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cornerstone Research, Inc.)

$200M$250M$300M$350M$400M 202220232024 $242M $346M ▲ +43.3%
Total plan assets by year, all Cornerstone Research, Inc. plans on file
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.

Cornerstone Research 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Cornerstone Research 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Cornerstone Research…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Cornerstone Research 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cornerstone Research 401(k) and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Cornerstone Research 401(k) and Profit Sharing Plan assets move in 2023?
Cornerstone Research 401(k) and Profit Sharing Plan grew sharply - up 19.3% during 2023, from $242M to $288M. Reported net income was $47M.
How have Cornerstone Research, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cornerstone Research, Inc.'s sponsor-wide assets grew 43.3%, from $242M to $346M.
Where does Cornerstone Research 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers?
Cornerstone Research 401(k) and Profit Sharing Plan ranks in the 96th 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 Cornerstone Research 401(k) and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is J.Crew Group, LLC. 401(k) Savings Plan in NY ($289M, 9,946 participants).

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