401(k) · DOL Form 5500 · 2023

Applied Research Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$573M
Total assets Above avg plan size
1,962
Participants Near avg headcount
98th
Percentile by assets National rank
$292,052
Avg per participant High balance/head
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Official DOL plan name: Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Applied Research Associates, Inc. · New Mexico · Professional & Technical Services

$573M in assets, 1,962 participants

Applied Research Associates, Inc.'s Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reported $573M in total assets and 1,962 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,008 in Professional & Technical Services (20,321 peers)

Coverage in New Mexico

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust covers 1,962 participants in New Mexico, 5.4x the typical New Mexico plan (state average ~365 per filing). Assets: $573M.

#20,008
in Professional & Technical Services (20,321 peers)
+28.7%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$573,005,592 Top 2% higher than 98% 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

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust'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. Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust lands in the large band (1,962 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $63M in the plan year 2022 filing to $120M in the plan year 2023 filing.
  • Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $445M in the plan year 2022 filing to $573M in the plan year 2023 filing.
  • Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 1,553 in the plan year 2022 filing to 1,962 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850276434 · Applied Research Associates, Inc. PY 2023 · 401(k)

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust · $573M · 1,962 · 98th

  • PHOTO $573M
  • PHOTO 1,962
  • PHOTO 98th
  • PHOTO 401(k)
  • PHOTO near Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #20008

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 New Mexico →

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fish & Richardson Profit Sharing 401(k) PlanFish & Richardson Profit Sha…$573MIngram 401(k) Plan$573MBeacon Sales Acquisition, Inc. 401(k) Profit Sharing PlanBeacon Sales Acquisition, In…$573MApplied Research Associates, Inc. 401(k) Profit Sharing Plan & TrustApplied Research Associates,…$573MX Corp. 401(k) Plan$573M
End-of-year total assets ($M) among Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$445M
Net Assets (End of Year)$573M
Net Income$120M
Employer EIN850276434
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Research Associates, Inc.)

Sponsor-wide plan assets over time

All Applied Research Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.3B 38.73269162039516% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B 202220232024 $0.91B $1.26B ▲ +38.5%
Year Plans Participants Total Assets
2022 2 3,193 $907M
2023 2 3,943 $1.2B
2024 2 4,416 $1.3B

Nearby 401(k) Plans in New Mexico

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

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -202468 Total assets ($B) Participants Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & TrustNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanNew Mexico Electricians Retirement Benefit Fund, Total assets ($B): 0.214692407 · Participants: 1366New Mexico Electricians Retirement Benefit Fund
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan in VA ($573M); by covered participants it is Fusion Employer Services Retirement Savings Plan in NJ (1,962 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($573M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,962 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 Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 28.7% during 2023, from $445M to $573M. Reported net income was $120M.
How have Applied Research Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Applied Research Associates, Inc.'s sponsor-wide assets grew 38.7%, from $907M to $1.3B.
Where does Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 98th 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 Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beacon Sales Acquisition, Inc. 401(k) Profit Sharing Plan in VA ($573M, 6,819 participants).
Which 401(k) plans cover a similar participant headcount to Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fusion Employer Services Retirement Savings Plan in NJ (1,962 participants, $77M 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 850276434.

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.