Applied Research Associates 401(k) and retirement plans

Applied Research Associates, Inc., Albuquerque, NM. EIN 85-0276434. Annual reports 2009–2024.

Applied Research Associates, Inc. has 2 active retirement plans on file. The largest is the Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, with 3,195 participants and $648 million in assets in 2024. Vanguard has been its recordkeeper since 2009. No traditional pension plan appears in Applied Research Associates's filings since 2009.

Active plans: 2
Participants: 5,647
Plan assets: $1.3 billion
401(k) recordkeeper: Vanguard
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 85-0276434
Participants (2024): 3,195
Net assets (2024): $648 million
Recordkeeper: Vanguard2009–2024
Plan administrator: Applied Research Associates, Inc.
4300 San Mateo Boulevard, Ne, Suite A220
Albuquerque, NM 87110
(505) 881-8074As filed for 2024
In effect since: October 1, 1991

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,195	$648 million	Vanguard
2023	3,103	$573 million	Vanguard
2022	2,819	$445 million	Vanguard
2021	2,389	$373 million	Vanguard
2020	2,195	$447 million	Vanguard
2019	2,079	$355 million	Vanguard
2018	1,940	$312 million	Vanguard
2017	1,678	$267 million	Vanguard
2016	1,598	$237 million	Vanguard
2015	1,542	$205 million	Vanguard
2014	1,437	$180 million	Vanguard
2013	1,427	$180 million	Vanguard
2012	1,412	$161 million	Vanguard
2011	1,538	$139 million	Vanguard
2010	1,619	$113 million	Vanguard
2009	1,547	$110 million	Vanguard

Employee Stock Ownership Plan of Applied Research Associates, Inc.

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 85-0276434
Participants (2024): 2,452
Net assets (2024): $611 million
Plan administrator: Applied Research Associates, Inc.
4300 San Mateo BLVD Ne, Suite A220
Albuquerque, NM 87110
(505) 881-8074As filed for 2024
In effect since: October 1, 1993

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,452	$611 million	not listed
2023	2,360	$606 million	not listed
2022	2,101	$462 million	not listed
2021	1,825	$334 million	not listed
2020	1,687	$282 million	not listed
2019	1,618	$262 million	not listed
2018	1,525	$220 million	not listed
2017	1,808	$221 million	not listed
2016	1,724	$176 million	not listed
2015	1,403	$163 million	not listed
2014	1,724	$132 million	not listed
2013	1,734	$131 million	not listed
2012	1,835	$101 million	not listed
2011	1,867	$97.0 million	not listed
2010	1,888	$97.1 million	not listed
2009	1,888	$102 million	not listed

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((505) 881-8074). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust

Employee Stock Ownership Plan of Applied Research Associates, Inc.

If you had money in one of these plans

What these numbers are

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