ESOP · DOL Form 5500 · 2024
Charles River Analytics, Inc. ESOP
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 132
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $218,561
- Avg per participant Above avg balance/head
Official DOL plan name: Charles River Analytics, Inc. Employee Stock Ownership Plan · Sponsored by Charles River Analytics, Inc. · Massachusetts · Professional & Technical Services
$29M in assets, 132 participants
Charles River Analytics, Inc.'s Charles River Analytics, Inc. Employee Stock Ownership Plan reported $29M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,463 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Charles River Analytics, Inc. Employee Stock Ownership Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.
- #15,463
- in Professional & Technical Services (20,173 peers)
- +1.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Charles River Analytics, Inc. Employee Stock Ownership Plan's outsized position by total assets
Charles River Analytics, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,850,055 Top 23% higher than 77% 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
Charles River Analytics, Inc. Employee Stock Ownership 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. Charles River Analytics, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles River Analytics, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Charles River Analytics, Inc. Employee Stock Ownership Plan reported participants rose from 119 in the plan year 2023 filing to 132 in the plan year 2024 filing.
- Charles River Analytics, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042803764 · Charles River Analytics, Inc. PY 2024 · ESOP
Charles River Analytics, Inc. Employee Stock Ownership Plan · $29M · 132 · 77th
- EOY $29M
- EOY 132
- EOY 77th
- EOY ESOP
- EOY near Pride Mobility Employee Stock Ownership Retirement Plan
- EOY ind #15463
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 What is an ESOP? → · Plans in Massachusetts →
Charles River Analytics, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $1M |
| Employer EIN | 042803764 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles River Analytics, Inc.)
Sponsor-wide plan assets over time
All Charles River Analytics, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 25.040838581821202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 331 | $79M |
| 2023 | 2 | 259 | $87M |
| 2024 | 2 | 278 | $99M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Charles River Analytics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Pride Mobility Employee Stock Ownership Retirement Plan in PA ($29M); by covered participants it is Mgc, Inc. Employee Stock Ownership Plan in TX (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 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.