Civic Intelligence

Income Research & Management Inc

Plan context: Income Research & Management Inc. Profit Sharing Plan & Trust

EIN 04-2955404 • Boston, MA • 41 filings • 6 plans

100 Federal Street, 31st FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

213

2024 Assets

$117,655,483

2024 Contributions

$11,770,873

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$117,655,483$58,827,742$0199920122024YearValue
$117,655,483Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2191100199920122024YearValue
213Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242213$117,655,483$11,770,873$55,262iApproximate average salary by contribution assumption: employee only about $1,381,558 at 4% or $921,039 at 6%; with 50% employer match about $921,039 at 4% or $614,026 at 6%; with 100% employer match about $690,779 at 4% or $460,519 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-213$117,655,483$11,770,873$55,262iApproximate average salary by contribution assumption: employee only about $1,381,558 at 4% or $921,039 at 6%; with 50% employer match about $921,039 at 4% or $614,026 at 6%; with 100% employer match about $690,779 at 4% or $460,519 at 6%.
Income Research & Management Health and Welfare Pl-210---
20232219$108,312,528$9,196,615$41,994iApproximate average salary by contribution assumption: employee only about $1,049,842 at 4% or $699,895 at 6%; with 50% employer match about $699,895 at 4% or $466,596 at 6%; with 100% employer match about $524,921 at 4% or $349,947 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-219$108,312,528$9,196,615$41,994iApproximate average salary by contribution assumption: employee only about $1,049,842 at 4% or $699,895 at 6%; with 50% employer match about $699,895 at 4% or $466,596 at 6%; with 100% employer match about $524,921 at 4% or $349,947 at 6%.
Income Research & Management Health and Welfare Pl-205---
20222210$89,836,256$7,569,733$36,046iApproximate average salary by contribution assumption: employee only about $901,159 at 4% or $600,772 at 6%; with 50% employer match about $600,772 at 4% or $400,515 at 6%; with 100% employer match about $450,579 at 4% or $300,386 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-209$89,836,256$7,569,733$36,219iApproximate average salary by contribution assumption: employee only about $905,470 at 4% or $603,647 at 6%; with 50% employer match about $603,647 at 4% or $402,431 at 6%; with 100% employer match about $452,735 at 4% or $301,823 at 6%.
Income Research & Management Health and Welfare Pl-210---
20212200$103,594,186$6,975,227$34,876iApproximate average salary by contribution assumption: employee only about $871,903 at 4% or $581,269 at 6%; with 50% employer match about $581,269 at 4% or $387,513 at 6%; with 100% employer match about $435,952 at 4% or $290,634 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-200$103,594,186$6,975,227$34,876iApproximate average salary by contribution assumption: employee only about $871,903 at 4% or $581,269 at 6%; with 50% employer match about $581,269 at 4% or $387,513 at 6%; with 100% employer match about $435,952 at 4% or $290,634 at 6%.
Income Research & Management Health and Welfare Pl-181---
20202181$87,667,280$6,339,054$35,022iApproximate average salary by contribution assumption: employee only about $875,560 at 4% or $583,707 at 6%; with 50% employer match about $583,707 at 4% or $389,138 at 6%; with 100% employer match about $437,780 at 4% or $291,853 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-179$87,667,280$6,339,054$35,414iApproximate average salary by contribution assumption: employee only about $885,343 at 4% or $590,228 at 6%; with 50% employer match about $590,228 at 4% or $393,486 at 6%; with 100% employer match about $442,671 at 4% or $295,114 at 6%.
Income Research & Management Health and Welfare Pl-181---
20192177$71,682,095$6,160,156$34,803iApproximate average salary by contribution assumption: employee only about $870,079 at 4% or $580,052 at 6%; with 50% employer match about $580,052 at 4% or $386,702 at 6%; with 100% employer match about $435,039 at 4% or $290,026 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-177$71,682,095$6,160,156$34,803iApproximate average salary by contribution assumption: employee only about $870,079 at 4% or $580,052 at 6%; with 50% employer match about $580,052 at 4% or $386,702 at 6%; with 100% employer match about $435,039 at 4% or $290,026 at 6%.
Income Research & Management Health and Welfare Pl-176---
20182171$54,967,437$5,270,333$30,821iApproximate average salary by contribution assumption: employee only about $770,517 at 4% or $513,678 at 6%; with 50% employer match about $513,678 at 4% or $342,452 at 6%; with 100% employer match about $385,258 at 4% or $256,839 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-167$54,967,437$5,270,333$31,559iApproximate average salary by contribution assumption: employee only about $788,972 at 4% or $525,981 at 6%; with 50% employer match about $525,981 at 4% or $350,654 at 6%; with 100% employer match about $394,486 at 4% or $262,991 at 6%.
Income Research & Management Health and Welfare Pl-171---
20172171$54,422,984$5,599,089$32,743iApproximate average salary by contribution assumption: employee only about $818,580 at 4% or $545,720 at 6%; with 50% employer match about $545,720 at 4% or $363,813 at 6%; with 100% employer match about $409,290 at 4% or $272,860 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-171$54,422,984$5,599,089$32,743iApproximate average salary by contribution assumption: employee only about $818,580 at 4% or $545,720 at 6%; with 50% employer match about $545,720 at 4% or $363,813 at 6%; with 100% employer match about $409,290 at 4% or $272,860 at 6%.
Income Research & Management Health and Welfare Pl-166---
20162167$43,160,705$5,122,539$30,674iApproximate average salary by contribution assumption: employee only about $766,847 at 4% or $511,231 at 6%; with 50% employer match about $511,231 at 4% or $340,821 at 6%; with 100% employer match about $383,424 at 4% or $255,616 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-167$43,160,705$5,122,539$30,674iApproximate average salary by contribution assumption: employee only about $766,847 at 4% or $511,231 at 6%; with 50% employer match about $511,231 at 4% or $340,821 at 6%; with 100% employer match about $383,424 at 4% or $255,616 at 6%.
Income Research & Management Health and Welfare Pl-163---
20152157$36,219,737$4,593,238$29,256iApproximate average salary by contribution assumption: employee only about $731,407 at 4% or $487,605 at 6%; with 50% employer match about $487,605 at 4% or $325,070 at 6%; with 100% employer match about $365,704 at 4% or $243,802 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-157$36,219,737$4,593,238$29,256iApproximate average salary by contribution assumption: employee only about $731,407 at 4% or $487,605 at 6%; with 50% employer match about $487,605 at 4% or $325,070 at 6%; with 100% employer match about $365,704 at 4% or $243,802 at 6%.
Income Research & Management Health and Welfare Pl-152---
20142150$33,355,271$3,795,622$25,304iApproximate average salary by contribution assumption: employee only about $632,604 at 4% or $421,736 at 6%; with 50% employer match about $421,736 at 4% or $281,157 at 6%; with 100% employer match about $316,302 at 4% or $210,868 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-142$33,355,271$3,795,622$26,730iApproximate average salary by contribution assumption: employee only about $668,243 at 4% or $445,496 at 6%; with 50% employer match about $445,496 at 4% or $296,997 at 6%; with 100% employer match about $334,122 at 4% or $222,748 at 6%.
Income Research & Management Health and Welfare Pl-150---
20132137$28,633,950$3,347,039$24,431iApproximate average salary by contribution assumption: employee only about $610,774 at 4% or $407,182 at 6%; with 50% employer match about $407,182 at 4% or $271,455 at 6%; with 100% employer match about $305,387 at 4% or $203,591 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-132$28,633,950$3,347,039$25,356iApproximate average salary by contribution assumption: employee only about $633,909 at 4% or $422,606 at 6%; with 50% employer match about $422,606 at 4% or $281,737 at 6%; with 100% employer match about $316,954 at 4% or $211,303 at 6%.
Income Research & Management Health and Welfare Pl-137---
20122132$22,058,346$2,865,135$21,706iApproximate average salary by contribution assumption: employee only about $542,639 at 4% or $361,759 at 6%; with 50% employer match about $361,759 at 4% or $241,173 at 6%; with 100% employer match about $271,320 at 4% or $180,880 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-132$22,058,346$2,865,135$21,706iApproximate average salary by contribution assumption: employee only about $542,639 at 4% or $361,759 at 6%; with 50% employer match about $361,759 at 4% or $241,173 at 6%; with 100% employer match about $271,320 at 4% or $180,880 at 6%.
Income Research & Management Health and Welfare Pl-130---
20112117$18,163,832$2,515,923$21,504iApproximate average salary by contribution assumption: employee only about $537,590 at 4% or $358,394 at 6%; with 50% employer match about $358,394 at 4% or $238,929 at 6%; with 100% employer match about $268,795 at 4% or $179,197 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-117$18,163,832$2,515,923$21,504iApproximate average salary by contribution assumption: employee only about $537,590 at 4% or $358,394 at 6%; with 50% employer match about $358,394 at 4% or $238,929 at 6%; with 100% employer match about $268,795 at 4% or $179,197 at 6%.
Income Research & Management Health and Welfare Pl-117---
20102105$18,153,484$2,318,651$22,082iApproximate average salary by contribution assumption: employee only about $552,060 at 4% or $368,040 at 6%; with 50% employer match about $368,040 at 4% or $245,360 at 6%; with 100% employer match about $276,030 at 4% or $184,020 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-105$18,153,484$2,318,651$22,082iApproximate average salary by contribution assumption: employee only about $552,060 at 4% or $368,040 at 6%; with 50% employer match about $368,040 at 4% or $245,360 at 6%; with 100% employer match about $276,030 at 4% or $184,020 at 6%.
Income Research & Management Health and Welfare Pl-105---
2009197$15,025,701$2,012,111$20,743iApproximate average salary by contribution assumption: employee only about $518,585 at 4% or $345,724 at 6%; with 50% employer match about $345,724 at 4% or $230,482 at 6%; with 100% employer match about $259,293 at 4% or $172,862 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-97$15,025,701$2,012,111$20,743iApproximate average salary by contribution assumption: employee only about $518,585 at 4% or $345,724 at 6%; with 50% employer match about $345,724 at 4% or $230,482 at 6%; with 100% employer match about $259,293 at 4% or $172,862 at 6%.
2008134$10,341,715$1,020,154$30,005iApproximate average salary by contribution assumption: employee only about $750,113 at 4% or $500,075 at 6%; with 50% employer match about $500,075 at 4% or $333,384 at 6%; with 100% employer match about $375,057 at 4% or $250,038 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-34$10,341,715$1,020,154$30,005iApproximate average salary by contribution assumption: employee only about $750,113 at 4% or $500,075 at 6%; with 50% employer match about $500,075 at 4% or $333,384 at 6%; with 100% employer match about $375,057 at 4% or $250,038 at 6%.
2007121$13,014,255$717,634$34,173iApproximate average salary by contribution assumption: employee only about $854,326 at 4% or $569,551 at 6%; with 50% employer match about $569,551 at 4% or $379,701 at 6%; with 100% employer match about $427,163 at 4% or $284,775 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-21$13,014,255$717,634$34,173iApproximate average salary by contribution assumption: employee only about $854,326 at 4% or $569,551 at 6%; with 50% employer match about $569,551 at 4% or $379,701 at 6%; with 100% employer match about $427,163 at 4% or $284,775 at 6%.
2006121$11,720,108$662,291$31,538iApproximate average salary by contribution assumption: employee only about $788,442 at 4% or $525,628 at 6%; with 50% employer match about $525,628 at 4% or $350,419 at 6%; with 100% employer match about $394,221 at 4% or $262,814 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-21$11,720,108$662,291$31,538iApproximate average salary by contribution assumption: employee only about $788,442 at 4% or $525,628 at 6%; with 50% employer match about $525,628 at 4% or $350,419 at 6%; with 100% employer match about $394,221 at 4% or $262,814 at 6%.
2005119$10,069,873$534,322$28,122iApproximate average salary by contribution assumption: employee only about $703,055 at 4% or $468,704 at 6%; with 50% employer match about $468,704 at 4% or $312,469 at 6%; with 100% employer match about $351,528 at 4% or $234,352 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-19$10,069,873$534,322$28,122iApproximate average salary by contribution assumption: employee only about $703,055 at 4% or $468,704 at 6%; with 50% employer match about $468,704 at 4% or $312,469 at 6%; with 100% employer match about $351,528 at 4% or $234,352 at 6%.
2004113$9,565,387$389,145$29,934iApproximate average salary by contribution assumption: employee only about $748,356 at 4% or $498,904 at 6%; with 50% employer match about $498,904 at 4% or $332,603 at 6%; with 100% employer match about $374,178 at 4% or $249,452 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-13$9,565,387$389,145$29,934iApproximate average salary by contribution assumption: employee only about $748,356 at 4% or $498,904 at 6%; with 50% employer match about $498,904 at 4% or $332,603 at 6%; with 100% employer match about $374,178 at 4% or $249,452 at 6%.
2003114$8,734,184$386,973$27,641iApproximate average salary by contribution assumption: employee only about $691,023 at 4% or $460,682 at 6%; with 50% employer match about $460,682 at 4% or $307,121 at 6%; with 100% employer match about $345,512 at 4% or $230,341 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-14$8,734,184$386,973$27,641iApproximate average salary by contribution assumption: employee only about $691,023 at 4% or $460,682 at 6%; with 50% employer match about $460,682 at 4% or $307,121 at 6%; with 100% employer match about $345,512 at 4% or $230,341 at 6%.
2002113$7,129,247$252,927$19,456iApproximate average salary by contribution assumption: employee only about $486,398 at 4% or $324,265 at 6%; with 50% employer match about $324,265 at 4% or $216,177 at 6%; with 100% employer match about $243,199 at 4% or $162,133 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-13$7,129,247$252,927$19,456iApproximate average salary by contribution assumption: employee only about $486,398 at 4% or $324,265 at 6%; with 50% employer match about $324,265 at 4% or $216,177 at 6%; with 100% employer match about $243,199 at 4% or $162,133 at 6%.
200119$7,394,399$190,045$21,116iApproximate average salary by contribution assumption: employee only about $527,903 at 4% or $351,935 at 6%; with 50% employer match about $351,935 at 4% or $234,623 at 6%; with 100% employer match about $263,951 at 4% or $175,968 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-9$7,394,399$190,045$21,116iApproximate average salary by contribution assumption: employee only about $527,903 at 4% or $351,935 at 6%; with 50% employer match about $351,935 at 4% or $234,623 at 6%; with 100% employer match about $263,951 at 4% or $175,968 at 6%.
200017$6,580,126$146,175$20,882iApproximate average salary by contribution assumption: employee only about $522,054 at 4% or $348,036 at 6%; with 50% employer match about $348,036 at 4% or $232,024 at 6%; with 100% employer match about $261,027 at 4% or $174,018 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-7$6,580,126$146,175$20,882iApproximate average salary by contribution assumption: employee only about $522,054 at 4% or $348,036 at 6%; with 50% employer match about $348,036 at 4% or $232,024 at 6%; with 100% employer match about $261,027 at 4% or $174,018 at 6%.
199918$5,939,723$145,050$18,131iApproximate average salary by contribution assumption: employee only about $453,281 at 4% or $302,188 at 6%; with 50% employer match about $302,188 at 4% or $201,458 at 6%; with 100% employer match about $226,641 at 4% or $151,094 at 6%.
Income Research & Management Inc. Profit Sharing Plan & Trust-8$5,939,723$145,050$18,131iApproximate average salary by contribution assumption: employee only about $453,281 at 4% or $302,188 at 6%; with 50% employer match about $302,188 at 4% or $201,458 at 6%; with 100% employer match about $226,641 at 4% or $151,094 at 6%.