401(k) · DOL Form 5500 · 2024

Applied Research Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$648M
Total assets: 2,218
Participants: 98th
Percentile by assets: $292,128
Avg per participant

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.

98th percentile by assets (of 123,622 plans)
#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.

$648M
total plan assets (2024 EOY): 2,218
covered participants: 98th
percentile by assets (of 123,622 plans): $292,128
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New Mexico

Industry

Professional & Technical Services

Participants vs New Mexico filers

In New Mexico, the average filing covers about 365 participants across 466 plans. Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust reports 2,218 participants - 6.1x that state average ($648M EOY assets).

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.)

Total plan assets by year, all Applied Research Associates, Inc. plans on file

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.

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants

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

Compare Applied Research Associates, Inc. 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust by total assets, not by location.

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

Frequently Asked Questions

How did Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.1% during 2024, from $573M to $648M. Reported net income was $64M.

How have Applied Research Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Applied Research Associates, Inc.'s sponsor-wide assets grew 38.7%, from $907M to $1.3B.

Where does Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Avantor Retirement Savings 401(k) Plan and Trust in PA ($648M, 5,867 participants).

Next read for Applied Research Associates, Inc. 401(k)…

Filing takeaways

Ways to act on Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust's numbers.

By total assets, Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Mexico. Compare plans
Applied Research Associates, Inc.'s sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850276434.