CFRA RESEARCH RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH)
This 401(k) plan holds $14M in total assets and serves 130 participants as of 2023. It is sponsored by ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH) in Virginia. The plan reported positive net income of $5M for the year.
What the Filing Says About CFRA RESEARCH RETIREMENT PLAN
CFRA RESEARCH RETIREMENT PLAN is a 401(k) retirement plan sponsored by ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH), headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 130 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 461998308, and the plan has been effective since 2020-02-15. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $10M at the beginning of 2023 to $14M at year-end — a gain of 49.5%. Net assets (after liabilities) closed the year at $14M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $10M |
| Total Assets (End of Year) | $14M |
| Net Assets (End of Year) | $14M |
| Net Income | $5M |
| Plan Type | 401(k) |
| Employer EIN | 461998308 |
| Plan Effective Date | 2020-02-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ACCOUNTING RESEARCH & ANALYTICS, LLC (DBA CFRA RESEARCH))
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $10M |
| 2023 | 1 | 130 | $14M |
| 2024 | 1 | 130 | $18M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- NORTHROP GRUMMAN SAVINGS PLAN $36.2B · 97,987
- 401(K) PENSION PLAN $15.0B · 62,467
- GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 $11.2B · 48,860
- LEIDOS, INC. RETIREMENT PLAN $10.6B · 27,043
- BAE SYSTEMS EMPLOYEES' SAVINGS AND INVESTMENT PLAN $9.4B · 31,681
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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 461998308.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.