401(k) · DOL Form 5500 · 2024

Strategic Research Insights 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
42
Participants Small participant base
48th
Percentile by assets National rank
$164,187
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Strategic Research Insights 401(k) Plan · Sponsored by Strategic Research Insights · New Jersey · Professional & Technical Services

$7M in assets, 42 participants

Strategic Research Insights's Strategic Research Insights 401(k) Plan reported $7M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,298 in Professional & Technical Services (20,173 peers)

Strategic Research Insights multi-year trail

Strategic Research Insights's plans moved +81.4% in assets from 2022 to 2024; this filing shows Strategic Research Insights 401(k) Plan at $7M / 42 participants.

#9,298
in Professional & Technical Services (20,173 peers)
+33.3%
assets growth YoY

Strategic Research Insights 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Strategic Research Insights 401(k) Plan vs every filed plan by assets

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

$6,895,846 48th percentile higher than 48% 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

Strategic Research Insights 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategic Research Insights 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategic Research Insights 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Strategic Research Insights 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Strategic Research Insights 401(k) Plan reported participants rose from 38 in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205093157 · Strategic Research Insights PY 2024 · 401(k)

Strategic Research Insights 401(k) Plan · $7M · 42 · 48th

  • BOY $7M
  • SCH 42
  • EBSA 48th
  • PART 401(k)
  • TYPE near Intellum, Inc. 401(k) Plan
  • NET ind #9298

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 Jersey →

Strategic Research Insights 401(k) Plan in the asset neighbourhood

Strategic Research Insights 401(k) PlanStrategic Research Insights …$7MIntellum, Inc. 401(k) Plan$7MTrident Fund Services, Inc.401(k) PlanTrident Fund Services, Inc.4…$7MChestnut Petroleum Distributors, Inc. 401(k) PlanChestnut Petroleum Distribut…$7MWhip Media Group 401(k) Plan$7M
End-of-year total assets ($M) among Strategic Research Insights 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Strategic Research Insights multi-year asset trail

Sponsor-wide plan assets over time

All Strategic Research Insights plans reported in each filing year

Latest sponsor-wide plan assets
$7M 81.44623456449037% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.8M $6.9M ▲ +81.6%
Year Plans Participants Total Assets
2022 1 32 $4M
2023 1 38 $5M
2024 1 42 $7M

Strategic Research Insights filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN205093157
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Strategic Research Insights 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Strategic Research Insights 401(k) Plan, Total assets ($B): 0.006895846 · Participants: 42Strategic Research Insights 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Strategic Research Insights 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Strategic Research Insights 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Intellum, Inc. 401(k) Plan in GA ($7M); by covered participants it is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Strategic Research Insights 401(k) Plan assets move in 2024? ▼
Strategic Research Insights 401(k) Plan surged - up 33.3% during 2024, from $5M to $7M. Reported net income was $2M.
How have Strategic Research Insights plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategic Research Insights's sponsor-wide assets grew 81.4%, from $4M to $7M.
Which 401(k) plans are similar in size to Strategic Research Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intellum, Inc. 401(k) Plan in GA ($7M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Strategic Research Insights 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Laforce, LLC Union 401(k) Profit Sharing Plan and Trust in WI (42 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205093157.

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.