Profit Sharing · DOL Form 5500 · 2023
Amer. Inst. for Research in the Behavioral Sciences Profit Sharing Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 1,521
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $182,312
- Avg per participant Above avg balance/head
Official DOL plan name: American Institutes for Research Tax Deferred Annuity Plan · Sponsored by Amer. Inst. for Research in the Behavioral Sciences · Virginia · Professional & Technical Services
$277M in assets, 1,521 participants
Amer. Inst. for Research in the Behavioral Sciences's American Institutes for Research Tax Deferred Annuity Plan reported $277M in total assets and 1,521 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #19,710 in Professional & Technical Services (20,321 peers)
Where American Institutes for Research Tax Deferred Annuity Plan sits by assets
American Institutes for Research Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $277M for 1,521 participants (~$182,312/participant), up 23.4% in 2023.
- #19,710
- in Professional & Technical Services (20,321 peers)
- +23.4%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
American Institutes for Research Tax Deferred Annuity Plan's outsized position by total assets
American Institutes for Research Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$277,296,224 Top 4% higher than 96% 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
American Institutes for Research Tax Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Institutes for Research Tax Deferred Annuity Plan lands in the large band (1,521 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Institutes for Research Tax Deferred Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- American Institutes for Research Tax Deferred Annuity Plan reported participants rose from 1,097 in the plan year 2022 filing to 1,521 in the plan year 2023 filing.
- American Institutes for Research Tax Deferred Annuity Plan end-of-year assets rose from $225M in the plan year 2022 filing to $277M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 250965219 · Amer. Inst. for Research in the Behavioral Sciences PY 2023 · Profit Sharing
American Institutes for Research Tax Deferred Annuity Plan · $277M · 1,521 · 96th
- VS-ST $277M
- VS-ST 1,521
- VS-ST 96th
- VS-ST Profit Sharing
- VS-ST near Clarios Retirement Savings and Investment Plan
- VS-ST ind #19710
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 Virginia →
American Institutes for Research Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | $53M |
| Employer EIN | 250965219 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amer. Inst. for Research in the Behavioral Sciences)
Sponsor-wide plan assets over time
All Amer. Inst. for Research in the Behavioral Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $622M 36.87259206726019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,179 | $455M |
| 2023 | 5 | 2,548 | $574M |
| 2024 | 4 | 2,540 | $622M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- Carpenter Co. Profit-Sharing Plan $299M · 2,085
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
- Sentara Healthcare 401(a) Retirement Plan $122M · 13,430
American Institutes for Research Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Clarios Retirement Savings and Investment Plan in WI ($278M); by covered participants it is The Contractors Retirement Plan in TX (1,524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Clarios Retirement Savings and Investment Plan (WI) $278M · 4,856
- Consolidated Defined Contribution Plan of Hackensack Meridian Health (NJ) $276M · 6,826
- IBEW Local 150 Supplemental Pension Fund (KY) $279M · 1,293
- Union Individual Account Retirement Fund (WI) $280M · 3,203
Similar participant headcount
Nearest other-state filings by covered participants (1,521 participants); asset peers above are excluded.
- The Contractors Retirement Plan (TX) 1,524 · 3 off
- Jeld-Wen, Inc. Employee Stock Ownership and Retirement Plan (NC) 1,526 · 5 off
- Scansource, Inc. 401(k) Plan (SC) 1,515 · 6 off
- Anderson Regional Medical Center Retirement Savings Plan (MS) 1,515 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.