401(k) · DOL Form 5500 · 2023

Eastern Research Group, Inc. 401(k) Plan

Data updated 2026-08-25

$185M
Total assets Near avg plan size
561
Participants Below avg headcount
94th
Percentile by assets National rank
$330,132
Avg per participant High balance/head
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Official DOL plan name: Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Eastern Research Group, Inc. · Massachusetts · Professional & Technical Services

$185M in assets, 561 participants

Eastern Research Group, Inc.'s Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan reported $185M in total assets and 561 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,431 in Professional & Technical Services (20,321 peers)

Where Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits by assets

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits in the top 10% of all filed plans by assets, $185M for 561 participants (~$330,132/participant), up 19.0% in 2023.

#19,431
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$185,204,100 Top 6% higher than 94% 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

Eastern Research Group, Inc. Cash or Deferred Profit Sharing 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. Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (561 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan reported net income rose from -$24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $156M in the plan year 2022 filing to $185M in the plan year 2023 filing.
  • Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan reported participants rose from 506 in the plan year 2022 filing to 561 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042807100 · Eastern Research Group, Inc. PY 2023 · 401(k)

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan · $185M · 561 · 94th

  • NET $185M
  • NET 561
  • NET 94th
  • NET 401(k)
  • NET near Prime, Inc. Success Sharing Plan
  • NET ind #19431

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 Massachusetts →

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Foundation Health Partners 401(k) PlanFoundation Health Partners 4…$185MHard Rock Futurecare 401(k) PlanHard Rock Futurecare 401(k) …$185MPrime, Inc. Success Sharing PlanPrime, Inc. Success Sharing …$185MEastern Research Group, Inc. Cash or Deferred Profit Sharing PlanEastern Research Group, Inc.…$185MPremier Brands Group Holdings LLC Retirement PlanPremier Brands Group Holding…$185M
End-of-year total assets ($M) among Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$156M
Net Assets (End of Year)$185M
Net Income$30M
Employer EIN042807100
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastern Research Group, Inc.)

Sponsor-wide plan assets over time

All Eastern Research Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$218M 39.806488350372426% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $156M $218M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 506 $156M
2023 1 561 $185M
2024 1 608 $218M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.1852041 · Participants: 561Eastern Research Group, Inc. Cash or Deferred Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Prime, Inc. Success Sharing Plan in MO ($185M); by covered participants it is A.G. Van Metre Services, Inc. 401(k) Retirement Plan in VA (561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($185M here).

Similar participant headcount

Nearest other-state filings by covered participants (561 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 Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan assets move in 2023? ▼
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan grew sharply - up 19.0% during 2023, from $156M to $185M. Reported net income was $30M.
How have Eastern Research Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eastern Research Group, Inc.'s sponsor-wide assets grew 39.8%, from $156M to $218M.
Where does Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prime, Inc. Success Sharing Plan in MO ($185M, 3,120 participants).
Which 401(k) plans cover a similar participant headcount to Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A.G. Van Metre Services, Inc. 401(k) Retirement Plan in VA (561 participants, $66M 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 042807100.

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.