401(k) · DOL Form 5500 · 2024

Income Research & Management 401(k) Plan

Data updated 2026-08-11

$118M
Total assets: 219
Participants: 92nd
Percentile by assets: $537,240
Avg per participant

Official DOL plan name: Income Research & Management Profit Sharing 401(k) Plan & Trust · Sponsored by Income Research & Management · Massachusetts · Finance & Insurance

$118M in assets, 219 participants

Income Research & Management's Income Research & Management Profit Sharing 401(k) Plan & Trust reported $118M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#7,424 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Income Research & Management Profit Sharing 401(k) Plan & Trust covers 219 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $118M.

$118M
total plan assets (2024 EOY): 219
covered participants: 92nd
percentile by assets (of 123,622 plans): $537,240
avg assets per participant

Income Research & Management Profit Sharing 401(k) Plan & Trust reported net income fell from $18M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Income Research & Management Profit Sharing 401(k) Plan & Trust end-of-year assets rose from $108M in the plan year 2023 filing to $118M in the plan year 2024 filing.
Income Research & Management Profit Sharing 401(k) Plan & Trust reported participants rose from 209 in the plan year 2023 filing to 219 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Income Research & Management Profit Sharing 401(k) Plan & Trust reports 219 participants - about 33% of that state average ($118M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$108M
Net Assets (End of Year)	$118M
Net Income	$9M
Employer EIN	042955404
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Income Research & Management)

Total plan assets by year, all Income Research & Management plans on file

Year	Plans	Participants	Total Assets
2022	1	200	$90M
2023	1	209	$108M
2024	1	219	$118M

Nearby 401(k) Plans in Massachusetts

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

Income Research & Management Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Income Research & Management Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Income Research & Management Profit Sharing 401(k) Plan & Trust by total assets, not by location.

Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan (CA) $118M · 281
Blue Cross Blue Shield of Michigan Represented Employees' Savings Plan (MI) $118M · 1,418
Children's Primary Care Medical Group, Inc. Retirement Savings Plan (CA) $118M · 165
Fishbeck Retirement Plan (MI) $118M · 623

Frequently Asked Questions

How did Income Research & Management Profit Sharing 401(k) Plan & Trust assets move in 2024? ▼

Income Research & Management Profit Sharing 401(k) Plan & Trust grew at a solid clip - up 8.6% during 2024, from $108M to $118M. Reported net income was $9M.

How have Income Research & Management plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Income Research & Management's sponsor-wide assets grew 31.0%, from $90M to $118M.

Where does Income Research & Management Profit Sharing 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼

Income Research & Management Profit Sharing 401(k) Plan & Trust ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Income Research & Management Profit Sharing 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan in CA ($118M, 281 participants).

Next read for Income Research & Management Profit Shar…

Filing takeaways

Ways to act on Income Research & Management Profit Sharing 401(k) Plan & Trust's numbers.

By total assets, Income Research & Management Profit Sharing 401(k) Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Income Research & Management's sponsor-wide assets have grown 31.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 042955404.