Profit Sharing · DOL Form 5500 · 2024
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $370,402
- Avg per participant High balance/head
Official DOL plan name: Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust · Sponsored by Pacific Institute for Research and Evaluation Inc. · Maryland · Other Services
$51M in assets, 139 participants
Pacific Institute for Research and Evaluation Inc.'s Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reported $51M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #7,180 in Other Services (7,719 peers)
Coverage in Maryland
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust covers 139 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $51M.
- #7,180
- in Other Services (7,719 peers)
- +9.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust's outsized position by total assets
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,485,903 Top 16% higher than 84% 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
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust 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. Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust end-of-year assets rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust reported participants rose from 128 in the plan year 2023 filing to 139 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 942243283 · Pacific Institute for Research and Evaluation Inc. PY 2024 · Profit Sharing
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust · $51M · 139 · 84th
- BOY $51M
- BOY 139
- BOY 84th
- BOY Profit Sharing
- BOY near Hawkins Parnell & Young, LLP 401(k) Profit Sharing Plan
- BOY ind #7180
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 Other Services retirement plans → · Plans in Maryland →
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $5M |
| Employer EIN | 942243283 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pacific Institute for Research and Evaluation Inc.)
Sponsor-wide plan assets over time
All Pacific Institute for Research and Evaluation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 20.407326268500565% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $43M |
| 2023 | 1 | 128 | $47M |
| 2024 | 1 | 139 | $51M |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Sprinkler Industry Supplemental Pension Fund $3.3B · 28,393
- Nfl Player Annuity Program $2.0B · 2,745
- University of Maryland Medical System 403(b) Retirement Savings Plan $730M · 19,560
- Nfl Player Capital Accumulation Plan $707M · 2,693
- International Painters and Allied Trades Industry Annuity Plan $644M · 10,721
Pacific Institute for Research and Evaluation Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Maryland, the nearest Profit Sharing by assets is Hawkins Parnell & Young, LLP 401(k) Profit Sharing Plan in GA ($52M); by covered participants it is Goodman Companies Retirement Profit Sharing Plan in MI (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Hawkins Parnell & Young, LLP 401(k) Profit Sharing Plan (GA) $52M · 296
- Usc School of Medicine Educational Trust Retirement Plan (SC) $52M · 191
- Group Health Cooperative of South Central Wisconsin Employer Funded Retirement Plan (WI) $51M · 689
- Lake Charles Memorial Health System Retirement Plan (LA) $52M · 2,026
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Goodman Companies Retirement Profit Sharing Plan (MI) 139 · 0 off
- Echo Community Health Care 403(b) Plan (IN) 139 · 0 off
- Amphenol Puerto Rico Retirement Plan (CT) 139 · 0 off
- 403(b) Plan for United Way of Greater St. Louis, Inc. (MO) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.