401(k) · DOL Form 5500 · 2023

Accounting Research & Analytics, LLC (Dba Cfra Research) 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
66th
Percentile by assets National rank
$110,203
Avg per participant Below avg balance/head
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Official DOL plan name: Cfra Research Retirement Plan · Sponsored by Accounting Research & Analytics, LLC (Dba Cfra Research) · Virginia · Information & Media

$14M in assets, 130 participants

Accounting Research & Analytics, LLC (Dba Cfra Research)'s Cfra Research Retirement Plan reported $14M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,559 in Information & Media (2,818 peers)

Coverage in Virginia

Cfra Research Retirement Plan covers 130 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $14M.

#1,559
in Information & Media (2,818 peers)
+49.5%
assets growth YoY

Cfra Research Retirement Plan's mid-pack asset rank among Information & Media and all filers

Cfra Research Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,326,405 Top 34% higher than 66% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cfra Research Retirement 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. Cfra Research Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfra Research Retirement Plan reported net income rose from $7K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cfra Research Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Cfra Research Retirement Plan reported participants rose from 102 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461998308 · Accounting Research & Analytics, LLC (Dba Cfra Research) PY 2023 · 401(k)

Cfra Research Retirement Plan · $14M · 130 · 66th

  • BOOK $14M
  • BOOK 130
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Tower Extrusions, LLC. 401(k) Plan
  • BOOK ind #1559

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 Information & Media retirement plans → · Plans in Virginia →

Cfra Research Retirement Plan in the asset neighbourhood

Cfra Research Retirement Plan$14MTower Extrusions, LLC. 401(k) PlanTower Extrusions, LLC. 401(k…$14MReid & Miller, Inc. Retirement PlanReid & Miller, Inc. Retireme…$14MMec 401(k) Plan$14MBandai Namco 401(k) Plan 2$14M
End-of-year total assets ($M) among Cfra Research Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN461998308
Plan Effective Date2020-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Accounting Research & Analytics, LLC (Dba Cfra Research))

Sponsor-wide plan assets over time

All Accounting Research & Analytics, LLC (Dba Cfra Research) plans reported in each filing year

Latest sponsor-wide plan assets
$18M 87.69106274067524% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.59M $18M ▲ +87.6%
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.

Cfra Research Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Cfra Research Retirement Plan, Total assets ($B): 0.014326405 · Participants: 130Cfra Research Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Cfra Research Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Cfra Research Retirement Plan side-by-side with 3 peers →

Cfra Research Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Tower Extrusions, LLC. 401(k) Plan in TX ($14M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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.

Frequently Asked Questions

How did Cfra Research Retirement Plan assets move in 2023? ▼
Cfra Research Retirement Plan surged - up 49.5% during 2023, from $10M to $14M. Reported net income was $5M.
How have Accounting Research & Analytics, LLC (Dba Cfra Research) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accounting Research & Analytics, LLC (Dba Cfra Research)'s sponsor-wide assets grew 87.7%, from $10M to $18M.
Which 401(k) plans are similar in size to Cfra Research Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tower Extrusions, LLC. 401(k) Plan in TX ($14M, 760 participants).
Which 401(k) plans cover a similar participant headcount to Cfra Research Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.