401(k) · DOL Form 5500 · 2022
Isaacs & Isaacs, Psc 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $123,412
- Avg per participant Near avg balance/head
Official DOL plan name: Isaacs & Isaacs, Psc 401(k) Plan · Sponsored by Isaacs & Isaacs, Psc · Kentucky · Professional & Technical Services
$9M in assets, 74 participants
Isaacs & Isaacs, Psc's Isaacs & Isaacs, Psc 401(k) Plan reported $9M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #13,283 in Professional & Technical Services (21,562 peers)
2022 asset change
Isaacs & Isaacs, Psc 401(k) Plan pulled back noticeably 9.0% in 2022 ($10M → $9M) for 74 participants.
- #13,283
- in Professional & Technical Services (21,562 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $905K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Isaacs & Isaacs, Psc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Isaacs & Isaacs, Psc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,132,505 Top 37% higher than 63% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Isaacs & Isaacs, Psc 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isaacs & Isaacs, Psc 401(k) Plan is a small filing (74 participants) on this national headcount ladder.
DOL schedule card
Filing strip 611231778 · Isaacs & Isaacs, Psc PY 2022 · 401(k)
Isaacs & Isaacs, Psc 401(k) Plan · $9M · 74 · 63rd
- NET $9M
- BOOK 74
- VS-ST 63rd
- BOY 401(k)
- SCH near The Rehabilitation Center Retirement Plan
- EBSA ind #13283
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 Kentucky →
Isaacs & Isaacs, Psc 401(k) Plan in the asset neighbourhood
Isaacs & Isaacs, Psc years around the 2022 move
Sponsor-wide plan assets over time
All Isaacs & Isaacs, Psc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 4.452195755709961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $9M |
| 2023 | 1 | 84 | $9M |
| 2024 | 1 | 80 | $10M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$905K |
| Employer EIN | 611231778 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Isaacs & Isaacs, Psc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is The Rehabilitation Center Retirement Plan in NY ($9M); by covered participants it is Paul J. Ford Employee Stock Ownership Plan in OH (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- The Rehabilitation Center Retirement Plan (NY) $9M · 442
- Exzac, Inc Retirement Plan (NJ) $9M · 118
- Norfolk Companies 401(k) Plan (MA) $9M · 177
- Infinity Healthcare Mgmt. 401(k) Plan (IL) $9M · 9,209
Similar participant headcount
Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.