401(k) · DOL Form 5500 · 2024

Factset Research Systems Inc. 401(k) Plan

Data updated 2026-08-25

$863M
Total assets Above avg plan size
2,410
Participants Above avg headcount
98th
Percentile by assets National rank
$358,227
Avg per participant High balance/head
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Official DOL plan name: Factset Research Systems Inc. Plan · Sponsored by Factset Research Systems Inc. · Connecticut · Information & Media

$863M in assets, 2,410 participants

Factset Research Systems Inc.'s Factset Research Systems Inc. Plan reported $863M in total assets and 2,410 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,733 in Information & Media (2,822 peers)

Coverage in Connecticut

Factset Research Systems Inc. Plan covers 2,410 participants in Connecticut, 3.4x the typical Connecticut plan (state average ~718 per filing). Assets: $863M.

#2,733
in Information & Media (2,822 peers)
+18.1%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Factset Research Systems Inc. Plan's outsized position by total assets

Factset Research Systems Inc. Plan vs every filed plan by assets

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

$863,326,965 Top 2% higher than 98% 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

Factset Research Systems Inc. Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Factset Research Systems Inc. Plan lands in the large band (2,410 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Factset Research Systems Inc. Plan end-of-year assets rose from $731M in the plan year 2023 filing to $863M in the plan year 2024 filing.
  • Factset Research Systems Inc. Plan reported net income fell from $148M in the plan year 2023 filing to $132M in the plan year 2024 filing.
  • Factset Research Systems Inc. Plan reported participants fell from 2,428 in the plan year 2023 filing to 2,410 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133362547 · Factset Research Systems Inc. PY 2024 · 401(k)

Factset Research Systems Inc. Plan · $863M · 2,410 · 98th

  • 5500 $863M
  • ASSETS 2,410
  • PCT 98th
  • EIN 401(k)
  • RANK near Greif 401(k) Retirement Plan
  • PHOTO ind #2733

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 Information & Media retirement plans → · Plans in Connecticut →

Factset Research Systems Inc. Plan in the asset neighbourhood

Auto-Owners Insurance Company Retirement Savings PlanAuto-Owners Insurance Compan…$864MPeabody Investments Corp. Employee Retirement AccountPeabody Investments Corp. Em…$864MGreif 401(k) Retirement Plan$863MFactset Research Systems Inc. PlanFactset Research Systems Inc…$863MApplied Industrial Technologies, Inc. Retirement Savings PlanApplied Industrial Technolog…$862M
End-of-year total assets ($M) among Factset Research Systems Inc. Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$731M
Net Assets (End of Year)$863M
Net Income$132M
Employer EIN133362547
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Factset Research Systems Inc.)

Sponsor-wide plan assets over time

All Factset Research Systems Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$863M 48.11662299850454% vs 2022
2024 filing year
$500M$600M$700M$800M$900M 202220232024 $583M $863M ▲ +48.1%
Year Plans Participants Total Assets
2022 1 2,234 $583M
2023 1 2,428 $731M
2024 1 2,410 $863M

Nearby 401(k) Plans in Connecticut

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

Factset Research Systems Inc. Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Factset Research Systems Inc. Plan, Total assets ($B): 0.863326965 · Participants: 2410Factset Research Systems Inc. PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Factset Research Systems Inc. Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Factset Research Systems Inc. Plan side-by-side with 3 peers →

Factset Research Systems Inc. Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Greif 401(k) Retirement Plan in OH ($863M); by covered participants it is Skanska USA Building Inc. Pension Benefit Plan and Trust in NJ (2,410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,410 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 Factset Research Systems Inc. Plan assets move in 2024? ▼
Factset Research Systems Inc. Plan grew sharply - up 18.1% during 2024, from $731M to $863M. Reported net income was $132M.
How have Factset Research Systems Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Factset Research Systems Inc.'s sponsor-wide assets grew 48.1%, from $583M to $863M.
Where does Factset Research Systems Inc. Plan rank by assets among Form 5500 filers? ▼
Factset Research Systems Inc. Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Factset Research Systems Inc. Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greif 401(k) Retirement Plan in OH ($863M, 6,890 participants).
Which 401(k) plans cover a similar participant headcount to Factset Research Systems Inc. Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skanska USA Building Inc. Pension Benefit Plan and Trust in NJ (2,410 participants, $734M 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 133362547.

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.