Profit Sharing · DOL Form 5500 · 2023
Amer. Inst. for Research in the Behavioral Sciences Profit Sharing Plan
Data updated 2026-08-11
- $277M
- Total assets
- 1,521
- Participants
- 96th
- Percentile by assets
- $182,312
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $277M
- total plan assets (2023 EOY)
- 1,521
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $182,312
- avg assets per participant
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.
American Institutes for Research Tax Deferred Annuity Plan vs the 2023 asset distribution
By assets, American Institutes for Research Tax Deferred Annuity Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
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)
| 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.
American Institutes for Research Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to American Institutes for Research Tax Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on American Institutes for Research Tax Deferred Annuity Plan's numbers.
- By total assets, American Institutes for Research Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Amer. Inst. for Research in the Behavioral Sciences's sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans