401(k) · DOL Form 5500 · 2023

Analysis Group, Inc. 401(k) Plan

Data updated 2026-08-11

$387M
Total assets
1,028
Participants
97th
Percentile by assets
$376,699
Avg per participant
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Official DOL plan name: Analysis Group, Inc. Employee Savings Plan · Sponsored by Analysis Group, Inc. · Massachusetts · Professional & Technical Services

$387M in assets, 1,028 participants

Analysis Group, Inc.'s Analysis Group, Inc. Employee Savings Plan reported $387M in total assets and 1,028 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #19,861 in Professional & Technical Services (20,321 peers)

Where Analysis Group, Inc. Employee Savings Plan sits by assets

Analysis Group, Inc. Employee Savings Plan sits in the top 5% of all filed plans by assets, $387M for 1,028 participants (~$376,699/participant), up 27.8% in 2023.

$387M
total plan assets (2023 EOY)
1,028
covered participants
97th
percentile by assets (of 127,072 plans)
$376,699
avg assets per participant

Where Analysis Group, Inc. Employee Savings Plan sits by total assets

Analysis Group, Inc. Employee Savings Plan vs every filed plan by assets

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

$387,246,918 Top 3% higher than 97% 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

  • Analysis Group, Inc. Employee Savings Plan reported net income rose from -$53M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Analysis Group, Inc. Employee Savings Plan end-of-year assets rose from $303M in the plan year 2022 filing to $387M in the plan year 2023 filing.
  • Analysis Group, Inc. Employee Savings Plan reported participants rose from 931 in the plan year 2022 filing to 1,028 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Analysis Group, Inc. Employee Savings Plan vs the 2023 asset distribution

By assets, Analysis Group, Inc. Employee Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$303M
Net Assets (End of Year)$387M
Net Income$84M
Employer EIN042727260
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Analysis Group, Inc.)

$250M$300M$350M$400M$450M$500M 202220232024 $303M $468M ▲ +54.5%
Total plan assets by year, all Analysis Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 931 $303M
2023 1 1,028 $387M
2024 1 1,165 $468M

Nearby 401(k) Plans in Massachusetts

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

Analysis Group, Inc. Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Analysis Group, Inc. Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Analysis Group, Inc.…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Analysis Group, Inc. Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Analysis Group, Inc. Employee Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Analysis Group, Inc. Employee Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Analysis Group, Inc. Employee Savings Plan assets move in 2023? ▼
Analysis Group, Inc. Employee Savings Plan grew sharply - up 27.8% during 2023, from $303M to $387M. Reported net income was $84M.
How have Analysis Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Analysis Group, Inc.'s sponsor-wide assets grew 54.5%, from $303M to $468M.
Where does Analysis Group, Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼
Analysis Group, Inc. Employee Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Analysis Group, Inc. Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yellow Corporation 401(k) Plan in KS ($387M, 5,090 participants).

Next read for Analysis Group, Inc. Employee Savings Pl…

Scale reading

Ways to act on Analysis Group, Inc. Employee Savings 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 042727260.

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.