Other · DOL Form 5500 · 2024

Research, Inc Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$425,253
Avg per participant High balance/head
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Official DOL plan name: Research, Inc Defined Contribution Retirement Plan · Sponsored by Research, Inc · Tennessee · Professional & Technical Services

$2M in assets, 4 participants

Research, Inc's Research, Inc Defined Contribution Retirement Plan reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,694 in Professional & Technical Services (20,173 peers)

Research, Inc multi-year trail

Research, Inc's plans moved +25.2% in assets from 2022 to 2024; this filing shows Research, Inc Defined Contribution Retirement Plan at $2M / 4 participants.

#4,694
in Professional & Technical Services (20,173 peers)
+9.8%
assets growth YoY

Research, Inc Defined Contribution Retirement Plan among the smaller filed plans by assets

Research, Inc Defined Contribution Retirement Plan vs every filed plan by assets

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

$1,701,012 28th percentile higher than 28% 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

Research, Inc Defined Contribution Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Research, Inc Defined Contribution Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Research, Inc Defined Contribution Retirement Plan reported net income fell from $193K in the plan year 2023 filing to $152K in the plan year 2024 filing.
  • Research, Inc Defined Contribution Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260587150 · Research, Inc PY 2024 · Other

Research, Inc Defined Contribution Retirement Plan · $2M · 4 · 28th

  • VS-ST $2M
  • BOY 4
  • SCH 28th
  • EBSA Other
  • PART near Acr Health 403(b) Plan
  • TYPE ind #4694

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 Tennessee →

Research, Inc Defined Contribution Retirement Plan in the asset neighbourhood

Global Kids 403(b) DC Plan$2MNational Association of Scholars, Inc. Defined Contribution PlanNational Association of Scho…$2MResearch, Inc Defined Contribution Retirement PlanResearch, Inc Defined Contri…$2MAcr Health 403(b) Plan$2MNevada Rural Hospital Partners 403 (B)Nevada Rural Hospital Partne…$2M
End-of-year total assets ($M) among Research, Inc Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Research, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Research, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 25.208181976773712% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.36M $1.7M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 4 $2M
2024 1 4 $2M

Research, Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$152K
Employer EIN260587150
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Research, Inc Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Research, Inc Defined Contribution Retirement Plan, Total assets ($B): 0.001701012 · Participants: 4Research, Inc Defined Contribution Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Research, Inc Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants

Research, Inc Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Acr Health 403(b) Plan in NY ($2M); by covered participants it is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Research, Inc Defined Contribution Retirement Plan assets move in 2024?
Research, Inc Defined Contribution Retirement Plan grew at a solid clip - up 9.8% during 2024, from $2M to $2M. Reported net income was $152K.
How have Research, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Research, Inc's sponsor-wide assets grew 25.2%, from $1M to $2M.
Which Other plans are similar in size to Research, Inc Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Acr Health 403(b) Plan in NY ($2M, 212 participants).
Which Other plans cover a similar participant headcount to Research, Inc Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Mayfair Advisory Group 401(k) Profit Sharing Plan in AL (4 participants, $2M in assets).