401(k) · DOL Form 5500 · 2024
Accounting Research & Analytics, LLC (Dba Cfra Research) 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 130
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $138,397
- Avg per participant Near avg balance/head
Official DOL plan name: Cfra Research Retirement Plan · Sponsored by Accounting Research & Analytics, LLC (Dba Cfra Research) · Virginia · Information & Media
$18M in assets, 130 participants
Accounting Research & Analytics, LLC (Dba Cfra Research)'s Cfra Research Retirement Plan reported $18M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #1,628 in Information & Media (2,822 peers)
Coverage in Virginia
Cfra Research Retirement Plan covers 130 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $18M.
- #1,628
- in Information & Media (2,822 peers)
- +25.6%
- assets growth YoY
Cfra Research Retirement Plan's outsized position by total assets
Cfra Research Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,991,673 Top 32% higher than 68% 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
Cfra Research Retirement 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. Cfra Research Retirement Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cfra Research Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Cfra Research Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 461998308 · Accounting Research & Analytics, LLC (Dba Cfra Research) PY 2024 · 401(k)
Cfra Research Retirement Plan · $18M · 130 · 68th
- BOOK $18M
- VS-ST 130
- BOY 68th
- SCH 401(k)
- EBSA near Plan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus Afiliadas
- PART ind #1628
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 Virginia →
Cfra Research Retirement Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 461998308 |
| Plan Effective Date | 2020-02-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Accounting Research & Analytics, LLC (Dba Cfra Research))
Sponsor-wide plan assets over time
All Accounting Research & Analytics, LLC (Dba Cfra Research) plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 87.69106274067524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $10M |
| 2023 | 1 | 130 | $14M |
| 2024 | 1 | 130 | $18M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Cfra Research Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Plan De Participacion De Ganancias Para Los Empleados De Suiza Dairy Y Sus Afiliadas in PR ($18M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust (NY) 130 · 0 off
- Hni Risk Services 401(k) Plan (MI) 130 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 130 · 0 off
- Paragon Legal Group LLC 401(k) Plan (CA) 130 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.