401(k) · DOL Form 5500 · 2024

Statistical Research, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
135
Participants Small participant base
60th
Percentile by assets National rank
$91,153
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Statistical Research, Inc. 401(k) Profit Sharing Plan · Sponsored by Statistical Research, Inc. · Arizona · Professional & Technical Services

$12M in assets, 135 participants

Statistical Research, Inc.'s Statistical Research, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,872 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Statistical Research, Inc. 401(k) Profit Sharing Plan covers 135 participants in Arizona, about 24% of the average Arizona filer (state average ~564 per filing). Assets: $12M.

#11,872
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY

Statistical Research, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Statistical Research, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,305,719 Top 40% higher than 60% 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

Statistical Research, Inc. 401(k) Profit Sharing 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. Statistical Research, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Statistical Research, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Statistical Research, Inc. 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Statistical Research, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860670179 · Statistical Research, Inc. PY 2024 · 401(k)

Statistical Research, Inc. 401(k) Profit Sharing Plan · $12M · 135 · 60th

  • NET $12M
  • NET 135
  • NET 60th
  • NET 401(k)
  • NET near Sf Motors 401(k) Plan
  • NET ind #11872

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 Arizona →

Statistical Research, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Statistical Research, Inc. 401(k) Profit Sharing PlanStatistical Research, Inc. 4…$12MSf Motors 401(k) Plan$12MCosmos Corporation 401(k) Profit Sharing PlanCosmos Corporation 401(k) Pr…$12MTfg 401(k) Savings Plan$12MGold Rush Ventures 401(k) PlanGold Rush Ventures 401(k) Pl…$12M
End-of-year total assets ($M) among Statistical Research, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN860670179
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Statistical Research, Inc.)

Sponsor-wide plan assets over time

All Statistical Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.845771913530484% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.61M $12.3M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 130 $9M
2023 1 108 $11M
2024 1 135 $12M

Nearby 401(k) Plans in Arizona

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

Statistical Research, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Statistical Research, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012305719 · Participants: 135Statistical Research, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Statistical Research, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Statistical Research, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Statistical Research, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sf Motors 401(k) Plan in CA ($12M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Statistical Research, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Statistical Research, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2024, from $11M to $12M. Reported net income was $1M.
How have Statistical Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Statistical Research, Inc.'s sponsor-wide assets grew 42.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Statistical Research, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sf Motors 401(k) Plan in CA ($12M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Statistical Research, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 860670179.

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.