401(k) · DOL Form 5500 · 2024

American Research Corporation 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
119
Participants Small participant base
44th
Percentile by assets National rank
$48,366
Avg per participant Low balance/head
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Official DOL plan name: American Research Corporation 401(k) Plan · Sponsored by American Research Corporation · Texas · Healthcare & Social Assistance

$6M in assets, 119 participants

American Research Corporation's American Research Corporation 401(k) Plan reported $6M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,144 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

American Research Corporation 401(k) Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#8,144
in Healthcare & Social Assistance (16,916 peers)
+21.1%
assets growth YoY

American Research Corporation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

American Research Corporation 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,755,505 44th percentile higher than 44% of 123,620 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 2024

American Research Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Research Corporation 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Research Corporation 401(k) Plan reported participants rose from 75 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • American Research Corporation 401(k) Plan reported net income rose from $709K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • American Research Corporation 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 461650548 · American Research Corporation PY 2024 · 401(k)

American Research Corporation 401(k) Plan · $6M · 119 · 44th

  • EIN $6M
  • EIN 119
  • EIN 44th
  • EIN 401(k)
  • EIN near Phoenix Composite Solutions, LLC 401(k) Plan
  • EIN ind #8144

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

American Research Corporation 401(k) Plan in the asset neighbourhood

American Research Corporation 401(k) PlanAmerican Research Corporatio…$6MPhoenix Composite Solutions, LLC 401(k) PlanPhoenix Composite Solutions,…$6MNpl Construction Co. Bargained 401(k) Retirement PlanNpl Construction Co. Bargain…$6MThe Pork Co. Retirement Plan$6MCon-Tech Manufacturing, Inc. 401(k) PlanCon-Tech Manufacturing, Inc.…$6M
End-of-year total assets ($M) among American Research Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN461650548
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Research Corporation)

Sponsor-wide plan assets over time

All American Research Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$6M 42.376265349251355% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $4.04M $5.76M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 109 $4M
2023 1 75 $5M
2024 1 119 $6M

Nearby 401(k) Plans in Texas

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

American Research Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants American Research Corporation 401(k) Plan, Total assets ($B): 0.005755505 · Participants: 119American Research Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
American Research Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

American Research Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Phoenix Composite Solutions, LLC 401(k) Plan in MI ($6M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Research Corporation 401(k) Plan assets move in 2024?
American Research Corporation 401(k) Plan grew sharply - up 21.1% during 2024, from $5M to $6M. Reported net income was $1M.
How have American Research Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), American Research Corporation's sponsor-wide assets grew 42.4%, from $4M to $6M.
Which 401(k) plans are similar in size to American Research Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Phoenix Composite Solutions, LLC 401(k) Plan in MI ($6M, 97 participants).
Which 401(k) plans cover a similar participant headcount to American Research Corporation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A in assets).