Profit Sharing · DOL Form 5500 · 2023

Northern California Institute for Research and Education Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
156
Participants Small participant base
74th
Percentile by assets National rank
$135,976
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#14,970
in Professional & Technical Services (20,321 peers)
+12.7%
assets growth YoY

Northern California Institute for Research and Education Defined's outsized position by total assets

Northern California Institute for Research and Education Defined vs every filed plan by assets

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

$21,212,252 Top 26% higher than 74% 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

Northern California Institute for Research and Education Defined 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. Northern California Institute for Research and Education Defined sits mid-pack in the medium band (156 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943084159 · Northern California Institute for Research and Education PY 2023 · Profit Sharing

Northern California Institute for Research and Education Defined · $21M · 156 · 74th

  • 5500 $21M
  • 5500 156
  • 5500 74th
  • 5500 Profit Sharing
  • 5500 near Hlp B Plan
  • 5500 ind #14970

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 California →

Northern California Institute for Research and Education Defined in the asset neighbourhood

Frontier Health Retirement PlanFrontier Health Retirement P…$21MHlp B Plan$21MNorthern California Institute for Research and Education DefinedNorthern California Institut…$21MThe Deron School Retirement PlanThe Deron School Retirement …$21M403(b) Savings Plan for Employees of Vna Health Care403(b) Savings Plan for Empl…$21M
End-of-year total assets ($M) among Northern California Institute for Research and Education Defined and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN943084159
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northern California Institute for Research and Education)

Sponsor-wide plan assets over time

All Northern California Institute for Research and Education plans reported in each filing year

Latest sponsor-wide plan assets
$56M 37.23207528017776% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.8M $56.1M ▲ +37.2%
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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Northern California Institute for Research and Education Defined, Total assets ($B): 0.021212252 · Participants: 156Northern California Institute for Research and Education DefinedIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Northern California Institute for Research and Education Defined vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Northern California Institute for Research and Education Defined side-by-side with 3 peers →

Northern California Institute for Research and Education Defined's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Hlp B Plan in OH ($21M); by covered participants it is Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP in NY (156 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Northern California Institute for Research and Education Defined assets move in 2023? ▼
Northern California Institute for Research and Education Defined grew at a solid clip - up 12.7% during 2023, from $19M to $21M. Reported net income was $2M.
How have Northern California Institute for Research and Education plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northern California Institute for Research and Education's sponsor-wide assets grew 37.2%, from $41M to $56M.
Which Profit Sharing plans are similar in size to Northern California Institute for Research and Education Defined? ▼
Among Profit Sharing plans in other states, the closest by assets is Hlp B Plan in OH ($21M, 178 participants).
Which Profit Sharing plans cover a similar participant headcount to Northern California Institute for Research and Education Defined? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP in NY (156 participants, $50M 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 943084159.

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.