Profit Sharing · DOL Form 5500 · 2024
Northern California Institute for Research and Education Profit Sharing Plan
Data updated 2026-08-11
- $23M
- Total assets
- 166
- Participants
- 73rd
- Percentile by assets
- $140,348
- Avg per participant
Official DOL plan name: Northern California Institute for Research and Education Defined · Sponsored by Northern California Institute for Research and Education · California · Professional & Technical Services
$23M in assets, 166 participants
Northern California Institute for Research and Education's Northern California Institute for Research and Education Defined reported $23M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 123,622 plans)
- #14,666 in Professional & Technical Services (20,173 peers)
Coverage in California
Northern California Institute for Research and Education Defined covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 166
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $140,348
- avg assets per participant
Where Northern California Institute for Research and Education Defined sits by total assets
Northern California Institute for Research and Education Defined vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,297,816 Top 27% higher than 73% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northern California Institute for Research and Education Defined reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Northern California Institute for Research and Education Defined end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Northern California Institute for Research and Education Defined reported participants rose from 156 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Northern California Institute for Research and Education Defined reports 166 participants - about 26% of that state average ($23M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 943084159 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northern California Institute for Research and Education)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 371 | $41M |
| 2023 | 2 | 384 | $50M |
| 2024 | 2 | 411 | $56M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Northern California Institute for Research and Education Defined vs. nearby Profit Sharing plans in California, assets vs. participants
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Northern California Institute for Research and Education Defined by total assets, not by location.
Frequently Asked Questions
How did Northern California Institute for Research and Education Defined assets move in 2024? ▼
How have Northern California Institute for Research and Education plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Northern California Institute for Research and Education Defined? ▼
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Filing takeaways
Ways to act on Northern California Institute for Research and Education Defined's numbers.
- By total assets, Northern California Institute for Research and Education Defined ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Northern California Institute for Research and Education's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans