401(k) · DOL Form 5500 · 2024

Zacks Investment Research, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
280
Participants Below avg headcount
81st
Percentile by assets National rank
$136,911
Avg per participant Near avg balance/head
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Official DOL plan name: Zacks Investment Research, Inc. 401(k) Savings Plan · Sponsored by Zacks Investment Research, Inc. · Illinois · Finance & Insurance

$38M in assets, 280 participants

Zacks Investment Research, Inc.'s Zacks Investment Research, Inc. 401(k) Savings Plan reported $38M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,009 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Zacks Investment Research, Inc. 401(k) Savings Plan covers 280 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $38M.

#6,009
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Zacks Investment Research, Inc. 401(k) Savings Plan's outsized position by total assets

Zacks Investment Research, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$38,334,967 Top 19% higher than 81% 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

Zacks Investment Research, Inc. 401(k) Savings 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. Zacks Investment Research, Inc. 401(k) Savings Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zacks Investment Research, Inc. 401(k) Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Zacks Investment Research, Inc. 401(k) Savings Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Zacks Investment Research, Inc. 401(k) Savings Plan reported participants rose from 274 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363108701 · Zacks Investment Research, Inc. PY 2024 · 401(k)

Zacks Investment Research, Inc. 401(k) Savings Plan · $38M · 280 · 81st

  • NET $38M
  • BOOK 280
  • VS-ST 81st
  • BOY 401(k)
  • SCH near Ameco Employees' Savings Investment Plan
  • EBSA ind #6009

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 Finance & Insurance retirement plans → · Plans in Illinois →

Zacks Investment Research, Inc. 401(k) Savings Plan in the asset neighbourhood

Ameco Employees' Savings Investment PlanAmeco Employees' Savings Inv…$38MJeanne D'arc Credit Union 401(k) PlanJeanne D'arc Credit Union 40…$38MMccarthy Tire Service Company 401(k) Profit Sharing PlanMccarthy Tire Service Compan…$38MChristian Community Credit Union 401(k) Plan and TrustChristian Community Credit U…$38MZacks Investment Research, Inc. 401(k) Savings PlanZacks Investment Research, I…$38M
End-of-year total assets ($M) among Zacks Investment Research, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN363108701
Plan Effective Date1993-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zacks Investment Research, Inc.)

Sponsor-wide plan assets over time

All Zacks Investment Research, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 52.94594653793475% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.1M $38.3M ▲ +53.0%
Year Plans Participants Total Assets
2022 1 269 $25M
2023 1 274 $32M
2024 1 280 $38M

Nearby 401(k) Plans in Illinois

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

Zacks Investment Research, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Zacks Investment Research, Inc. 401(k) Savings Plan, Total assets ($B): 0.038334967 · Participants: 280Zacks Investment Research, Inc. 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Zacks Investment Research, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Zacks Investment Research, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Zacks Investment Research, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ameco Employees' Savings Investment Plan in SC ($38M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Zacks Investment Research, Inc. 401(k) Savings Plan assets move in 2024? ▼
Zacks Investment Research, Inc. 401(k) Savings Plan grew sharply - up 20.2% during 2024, from $32M to $38M. Reported net income was $6M.
How have Zacks Investment Research, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zacks Investment Research, Inc.'s sponsor-wide assets grew 52.9%, from $25M to $38M.
Where does Zacks Investment Research, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Zacks Investment Research, Inc. 401(k) Savings Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zacks Investment Research, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ameco Employees' Savings Investment Plan in SC ($38M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Zacks Investment Research, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants, $3M 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 363108701.

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.