401(k) · DOL Form 5500 · 2023
R & D Research, Inc. 401(k) Plan
Data updated 2026-08-25
- $420K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $419,891
- Avg per participant High balance/head
Official DOL plan name: R & D Research, Inc. 401(k) Profit Sharing Plan · Sponsored by R & D Research, Inc. · Tennessee · Professional & Technical Services
$420K in assets, 1 participants
R & D Research, Inc.'s R & D Research, Inc. 401(k) Profit Sharing Plan reported $420K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,522 in Professional & Technical Services (20,321 peers)
2023 asset change
R & D Research, Inc. 401(k) Profit Sharing Plan declined sharply 22.2% in 2023 ($540K → $420K) for 1 participant.
- #2,522
- in Professional & Technical Services (20,321 peers)
- -22.2%
- assets change YoY
The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R & D Research, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
R & D Research, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$419,891 16th percentile higher than 16% 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
R & D Research, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & D Research, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R & D Research, Inc. 401(k) Profit Sharing Plan reported net income fell from -$41K in the plan year 2022 filing to -$120K in the plan year 2023 filing.
- R & D Research, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $540K in the plan year 2022 filing to $420K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 621800516 · R & D Research, Inc. PY 2023 · 401(k)
R & D Research, Inc. 401(k) Profit Sharing Plan · $420K · 1 · 16th
- PART $420K
- PART 1
- PART 16th
- PART 401(k)
- PART near Formsoft Group Ltd. 401(k) Profit Sharing Plan
- PART ind #2522
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 Tennessee →
R & D Research, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
R & D Research, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All R & D Research, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $497K 7.98598566328166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $540K |
| 2023 | 1 | 1 | $420K |
| 2024 | 1 | 1 | $497K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $540K |
|---|---|
| Net Assets (End of Year) | $420K |
| Net Income | -$120K |
| Employer EIN | 621800516 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
R & D Research, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Formsoft Group Ltd. 401(k) Profit Sharing Plan in OH ($420K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($420K here).
- Formsoft Group Ltd. 401(k) Profit Sharing Plan (OH) $420K · 2
- Backhomee South Inc Retirement Plan (GA) $420K · 1
- Brooklyn Laboratory Charter Schools 403(b) Plan (NY) $420K · 96
- Hchtm, Inc. 401(k) Plan (TX) $420K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.