401(k) · DOL Form 5500 · 2023

Eastern Research Group, Inc. 401(k) Plan

Data updated 2026-08-11

$185M
Total assets
561
Participants
94th
Percentile by assets
$330,132
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$185M
total plan assets (2023 EOY)
561
covered participants
94th
percentile by assets (of 127,072 plans)
$330,132
avg assets per participant

Where Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Professional & Technical Services

Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan vs the 2023 asset distribution

By assets, Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

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.)

$140M$160M$180M$200M$220M$240M 202220232024 $156M $218M ▲ +39.8%
Total plan assets by year, all Eastern Research Group, Inc. plans on file
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

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 Gro…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
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 Def… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan by total assets, not by location.

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).

Next read for Eastern Research Group, Inc. Cash or Def…

Scale reading

Ways to act on Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan's numbers.

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.