401(k) · DOL Form 5500 · 2024
Eastern Research Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $218M
- Total assets Near avg plan size
- 608
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $357,966
- Avg per participant High balance/head
Official DOL plan name: Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Eastern Research Group, Inc. · Massachusetts · Professional & Technical Services
$218M in assets, 608 participants
Eastern Research Group, Inc.'s Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan reported $218M in total assets and 608 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,320 in Professional & Technical Services (20,173 peers)
Where Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits by assets
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits in the top 5% of all filed plans by assets, $218M for 608 participants (~$357,966/participant), up 17.5% in 2024.
- #19,320
- in Professional & Technical Services (20,173 peers)
- +17.5%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$217,643,418 Top 5% higher than 95% 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
Eastern Research Group, Inc. Cash or Deferred 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. Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (608 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $185M in the plan year 2023 filing to $218M in the plan year 2024 filing.
- Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan reported net income rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan reported participants rose from 561 in the plan year 2023 filing to 608 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042807100 · Eastern Research Group, Inc. PY 2024 · 401(k)
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan · $218M · 608 · 95th
- IND $218M
- IND 608
- IND 95th
- IND 401(k)
- IND near Flow Control Group 401(k) Plan
- IND ind #19320
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 Massachusetts →
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $185M |
|---|---|
| Net Assets (End of Year) | $218M |
| Net Income | $32M |
| Employer EIN | 042807100 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eastern Research Group, Inc.)
Sponsor-wide plan assets over time
All Eastern Research Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 39.806488350372426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 506 | $156M |
| 2023 | 1 | 561 | $185M |
| 2024 | 1 | 608 | $218M |
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
Eastern Research Group, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Flow Control Group 401(k) Plan in NC ($218M); by covered participants it is Laerdal Medical Corporation 401(k) Profit Sharing Plan in NY (608 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($218M here).
- Flow Control Group 401(k) Plan (NC) $218M · 2,038
- Penn National Insurance 401(k) Retirement Savings Plan (PA) $218M · 812
- Cardiology Consultants of Philadelphia, P.C. 401(k) Profit Sharing Plan (PA) $218M · 684
- Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan (CA) $218M · 3,523
Similar participant headcount
Nearest other-state filings by covered participants (608 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.