Profit Sharing · DOL Form 5500 · 2024
Amer. Inst. for Research in the Behavioral Sciences Profit Sharing Plan
Data updated 2026-08-11
- $323M
- Total assets
- 1,608
- Participants
- 96th
- Percentile by assets
- $200,842
- Avg per participant
Official DOL plan name: American Institutes for Research Tax Deferred Annuity Plan · Sponsored by Amer. Inst. for Research in the Behavioral Sciences · Virginia · Professional & Technical Services
$323M in assets, 1,608 participants
Amer. Inst. for Research in the Behavioral Sciences's American Institutes for Research Tax Deferred Annuity Plan reported $323M in total assets and 1,608 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #19,579 in Professional & Technical Services (20,173 peers)
Coverage in Virginia
American Institutes for Research Tax Deferred Annuity Plan covers 1,608 participants in Virginia, 2.1x the typical Virginia plan (state average ~782 per filing). Assets: $323M.
- $323M
- total plan assets (2024 EOY)
- 1,608
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $200,842
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Institutes for Research Tax Deferred Annuity Plan end-of-year assets rose from $277M in the plan year 2023 filing to $323M in the plan year 2024 filing.
- American Institutes for Research Tax Deferred Annuity Plan reported net income fell from $53M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- American Institutes for Research Tax Deferred Annuity Plan reported participants rose from 1,521 in the plan year 2023 filing to 1,608 in the plan year 2024 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. American Institutes for Research Tax Deferred Annuity Plan reports 1,608 participants - 2.1x that state average ($323M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $277M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | $46M |
| Employer EIN | 250965219 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amer. Inst. for Research in the Behavioral Sciences)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,179 | $455M |
| 2023 | 5 | 2,548 | $574M |
| 2024 | 4 | 2,540 | $622M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
American Institutes for Research Tax Deferred Annuity Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
- Sentara 401(a) Retirement Plan $160M · 17,694
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to American Institutes for Research Tax Deferred Annuity Plan by total assets, not by location.
- Annuity Fund of Operating Engineers Local 513 (MO) $323M · 9,100
- Brown Physicians, Inc. 401(a) Plan (RI) $326M · 1,225
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) $332M · 1,144
- Pacific Coast Building Products, Inc. Profit Sharing Retirement Plan (CA) $313M · 2,541
Frequently Asked Questions
How did American Institutes for Research Tax Deferred Annuity Plan assets move in 2024? ▼
How have Amer. Inst. for Research in the Behavioral Sciences plan assets changed over time? ▼
Where does American Institutes for Research Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to American Institutes for Research Tax Deferred Annuity Plan? ▼
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Filing takeaways
Ways to act on American Institutes for Research Tax Deferred Annuity Plan's numbers.
- By total assets, American Institutes for Research Tax Deferred Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Amer. Inst. for Research in the Behavioral Sciences's sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans