PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Charles River Analytics Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Charles River Analytics Inc.

EIN 04-2803764-computer software-Latest filing 2025
Plans
3
Retirement
2
$120.2M assets
Health & Benefits
1
$305K premiums
Participants
699
625 MOUNT AUBURN ST. - CAMBRIDGE, MA 02138617-491-3474cra.comLinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#001401(k)-$81.0M - 265 part#002ESOP-$39.2M - 305 part#501Mixed-$305K - 306 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $120.2M assets / 570 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$81.0M
  • EMPLOYEE STOCK OWNERSHIP (#002)$39.2M
Total $120.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)305
  • PROFIT SHARING PLAN (#001)265
Total 570Select a row to open it

Benefits portfolio analytics

1 plan / $305K premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$156K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
  • Dental$149K
Total $305K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CHARLES RIVER ANALYTICS PROFIT SHARING PLAN

401(k)

Assets$81.0M
Participants265
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

CHARLES RIVER ANALYTICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$39.2M
Participants305
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CHARLES RIVER ANALYTICS, INC. GROUP BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$305K
Covered lives306
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CHARLES RIVER ANALYTICS PROFIT SHARING PLAN401(k)$81.0M2652025
#002CHARLES RIVER ANALYTICS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$39.2M3052025
  • CHARLES RIVER ANALYTICS PROFIT SHARING PLAN$81.0M
    #001 · 401(k) · 2025265
  • CHARLES RIVER ANALYTICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN$39.2M
    #002 · ESOP · 2025305

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CHARLES RIVER ANALYTICS, INC. GROUP BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$305K3062025
  • CHARLES RIVER ANALYTICS, INC. GROUP BENEFIT PLAN$305K
    #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025306
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica