Profit Sharing · DOL Form 5500 · 2023
Northern California Institute for Research and Education Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 156
- Participants
- 74th
- Percentile by assets
- $135,976
- Avg per participant
Official DOL plan name: Northern California Institute for Research and Education Defined · Sponsored by Northern California Institute for Research and Education · California · Professional & Technical Services
$21M in assets, 156 participants
Northern California Institute for Research and Education's Northern California Institute for Research and Education Defined reported $21M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 127,072 plans)
- #14,970 in Professional & Technical Services (20,321 peers)
Coverage in California
Northern California Institute for Research and Education Defined covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $21M.
- $21M
- total plan assets (2023 EOY)
- 156
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $135,976
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northern California Institute for Research and Education Defined reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Northern California Institute for Research and Education Defined end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Northern California Institute for Research and Education Defined reported participants rose from 151 in the plan year 2022 filing to 156 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Northern California Institute for Research and Education Defined reports 156 participants - about 25% of that state average ($21M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 943084159 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern California Institute for Research and Education)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 371 | $41M |
| 2023 | 2 | 384 | $50M |
| 2024 | 2 | 411 | $56M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Northern California Institute for Research and Education Defined vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Northern California Institute for Research and Education Defined by total assets, not by location.
- Hlp B Plan (OH) $21M · 178
- The Deron School Retirement Plan (NJ) $21M · 161
- Frontier Health Retirement Plan (TN) $21M · 342
- 403(b) Savings Plan for Employees of Vna Health Care (IL) $21M · 425
Frequently Asked Questions
How did Northern California Institute for Research and Education Defined assets move in 2023? ▼
How have Northern California Institute for Research and Education plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Northern California Institute for Research and Education Defined? ▼
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Filing takeaways
Ways to act on Northern California Institute for Research and Education Defined's numbers.
- By total assets, Northern California Institute for Research and Education Defined ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Northern California Institute for Research and Education's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans