401(k) · DOL Form 5500 · 2024
Income Research & Management 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 219
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $537,240
- Avg per participant High balance/head
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.
- #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.
- #7,424
- in Finance & Insurance (8,549 peers)
- +8.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Income Research & Management Profit Sharing 401(k) Plan & Trust's outsized position by total assets
Income Research & Management Profit Sharing 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,655,483 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Income Research & Management Profit Sharing 401(k) Plan & Trust 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. Income Research & Management Profit Sharing 401(k) Plan & Trust sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Plan-year Form 5500 strip
Filing strip 042955404 · Income Research & Management PY 2024 · 401(k)
Income Research & Management Profit Sharing 401(k) Plan & Trust · $118M · 219 · 92nd
- EOY $118M
- EOY 219
- EOY 92nd
- EOY 401(k)
- EOY near Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan
- EOY ind #7424
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Income Research & Management Profit Sharing 401(k) Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Income Research & Management plans reported in each filing year
- Latest sponsor-wide plan assets
- $118M 30.96659215183678% vs 2022
- 2024 filing year
| 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.
- 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
Income Research & Management Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Valley Children's Specialty Medical Group 401(k) Profit Sharing Plan in CA ($118M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.