Profit Sharing · DOL Form 5500 · 2024
Northern California Institute for Research and Education Profit Sharing Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $140,348
- Avg per participant Near avg balance/head
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.
- #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.
- #14,666
- in Professional & Technical Services (20,173 peers)
- +9.8%
- assets growth YoY
Northern California Institute for Research and Education Defined's outsized position 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
Northern California Institute for Research and Education Defined 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. Northern California Institute for Research and Education Defined sits mid-pack in the medium band (166 participants).
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.
Published 5500 schedule card
Filing strip 943084159 · Northern California Institute for Research and Education PY 2024 · Profit Sharing
Northern California Institute for Research and Education Defined · $23M · 166 · 73rd
- NET $23M
- BOOK 166
- VS-ST 73rd
- BOY Profit Sharing
- SCH near Ability Partners Retirement Plan
- EBSA ind #14666
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 California →
Northern California Institute for Research and Education Defined in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Northern California Institute for Research and Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 37.23207528017776% vs 2022
- 2024 filing year
| 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.
- 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
Northern California Institute for Research and Education Defined's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Ability Partners Retirement Plan in NY ($23M); by covered participants it is Apple Ford White Bear Lake 401(k) Plan in MN (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- Apple Ford White Bear Lake 401(k) Plan (MN) 166 · 0 off
- United Community Health Center 403(b) Plan (AZ) 166 · 0 off
- Clover Nola, Inc. Defined Contribution Retirement Plan (LA) 166 · 0 off
- Sheboygan Senior Community Retirement Savings Plan (WI) 166 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.