401(k) · DOL Form 5500 · 2024
Applied Research Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $648M
- Total assets Above avg plan size
- 2,218
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $292,128
- Avg per participant High balance/head
Official DOL plan name: Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Applied Research Associates, Inc. · New Mexico · Professional & Technical Services
$648M in assets, 2,218 participants
Applied Research Associates, Inc.'s Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reported $648M in total assets and 2,218 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #19,861 in Professional & Technical Services (20,173 peers)
Coverage in New Mexico
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust covers 2,218 participants in New Mexico, 6.1x the typical New Mexico plan (state average ~365 per filing). Assets: $648M.
- #19,861
- in Professional & Technical Services (20,173 peers)
- +13.1%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$647,938,985 Top 2% higher than 98% 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
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust'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. Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust lands in the large band (2,218 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $120M in the plan year 2023 filing to $64M in the plan year 2024 filing.
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $573M in the plan year 2023 filing to $648M in the plan year 2024 filing.
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 1,962 in the plan year 2023 filing to 2,218 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 850276434 · Applied Research Associates, Inc. PY 2024 · 401(k)
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust · $648M · 2,218 · 98th
- PHOTO $648M
- PHOTO 2,218
- PHOTO 98th
- PHOTO 401(k)
- PHOTO near Avantor Retirement Savings 401(k) Plan and Trust
- PHOTO ind #19861
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 New Mexico →
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $573M |
|---|---|
| Net Assets (End of Year) | $648M |
| Net Income | $64M |
| Employer EIN | 850276434 |
| Plan Effective Date | 1991-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Applied Research Associates, Inc.)
Sponsor-wide plan assets over time
All Applied Research Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 38.73269162039516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,193 | $907M |
| 2023 | 2 | 3,943 | $1.2B |
| 2024 | 2 | 4,416 | $1.3B |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- New Mexico Electricians Retirement Benefit Fund $239M · 1,400
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Avantor Retirement Savings 401(k) Plan and Trust in PA ($648M); by covered participants it is Aptive Environmental 401(k) Plan in UT (2,218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($648M here).
- Avantor Retirement Savings 401(k) Plan and Trust (PA) $648M · 5,867
- Stewart 401(k) Savings Plan (TX) $648M · 5,475
- Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan (MA) $647M · 786
- Baylor Scott & White Health 403(b) Savings Plan (TX) $647M · 5,066
Similar participant headcount
Nearest other-state filings by covered participants (2,218 participants); asset peers above are excluded.
- Aptive Environmental 401(k) Plan (UT) 2,218 · 0 off
- Five Guys Enterprises, LLC 401(k) Plan (VA) 2,218 · 0 off
- Safran Cabin Inc. 401(k) Savings Plan (CA) 2,218 · 0 off
- Mirion Technologies 401(k) Plan (GA) 2,218 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.