Profit Sharing · DOL Form 5500 · 2024
Amer. Inst. for Research in the Behavioral Sciences Profit Sharing Plan
Data updated 2026-08-25
- $323M
- Total assets Above avg plan size
- 1,608
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $200,842
- Avg per participant Above avg balance/head
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.
- #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.
- #19,579
- in Professional & Technical Services (20,173 peers)
- +16.5%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
American Institutes for Research Tax Deferred Annuity Plan's outsized position by total assets
American Institutes for Research Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$322,953,560 Top 4% higher than 96% 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
American Institutes for Research Tax Deferred Annuity 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. American Institutes for Research Tax Deferred Annuity Plan lands in the large band (1,608 participants).
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.
EBSA filing schedule strip
Filing strip 250965219 · Amer. Inst. for Research in the Behavioral Sciences PY 2024 · Profit Sharing
American Institutes for Research Tax Deferred Annuity Plan · $323M · 1,608 · 96th
- VS-ST $323M
- VS-ST 1,608
- VS-ST 96th
- VS-ST Profit Sharing
- VS-ST near Annuity Fund of Operating Engineers Local 513
- VS-ST ind #19579
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 Professional & Technical Services retirement plans → · Plans in Virginia →
American Institutes for Research Tax Deferred Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Amer. Inst. for Research in the Behavioral Sciences plans reported in each filing year
- Latest sponsor-wide plan assets
- $622M 36.87259206726019% vs 2022
- 2024 filing year
| 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.
- 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
American Institutes for Research Tax Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Annuity Fund of Operating Engineers Local 513 in MO ($323M); by covered participants it is Pueblo Inc. Retirement Plan in PR (1,611 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($323M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,608 participants); asset peers above are excluded.
- Pueblo Inc. Retirement Plan (PR) 1,611 · 3 off
- Metro-Ila Individual Account Retirement Plan (NJ) 1,613 · 5 off
- IBEW Local 43 and Electrical Contractors Annuity F (NY) 1,614 · 6 off
- Easter Seals New Jersey Tax Sheltered Annuity Plan (NJ) 1,599 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.