401(k) · DOL Form 5500 · 2022
MISO 401(k) Plan
Data updated 2026-08-25
- $303M
- Total assets Above avg plan size
- 977
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $310,584
- Avg per participant High balance/head
Official DOL plan name: Miso Employees' Retirement Savings Plan · Sponsored by MISO · Indiana · Utilities
$303M in assets, 977 participants
MISO's Miso Employees' Retirement Savings Plan reported $303M in total assets and 977 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #576 in Utilities (738 peers)
Where Miso Employees' Retirement Savings Plan sits by assets
Miso Employees' Retirement Savings Plan sits in the top 5% of all filed plans by assets, $303M for 977 participants (~$310,584/participant), down 18.3% in 2022.
- #576
- in Utilities (738 peers)
- -18.3%
- assets change YoY
- 3.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Miso Employees' Retirement Savings Plan's outsized position by total assets
Miso Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$303,440,699 Top 3% higher than 97% 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
Miso Employees' Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Miso Employees' Retirement Savings Plan sits mid-pack in the medium band (977 participants).
Plan-year Form 5500 strip
Filing strip 431827033 · MISO PY 2022 · 401(k)
Miso Employees' Retirement Savings Plan · $303M · 977 · 97th
- EIN $303M
- EIN 977
- EIN 97th
- EIN 401(k)
- EIN near Senior Operations LLC 401(k) Profit Sharing Investment Plan
- EIN ind #576
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 Utilities retirement plans → · Plans in Indiana →
Miso Employees' Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $371M |
|---|---|
| Net Assets (End of Year) | $303M |
| Net Income | -$68M |
| Employer EIN | 431827033 |
| Plan Effective Date | 1999-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MISO)
Sponsor-wide plan assets over time
All MISO plans reported in each filing year
- Latest sponsor-wide plan assets
- $421M 38.804529315957055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 977 | $303M |
| 2023 | 1 | 1,028 | $362M |
| 2024 | 1 | 1,086 | $421M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Miso Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Senior Operations LLC 401(k) Profit Sharing Investment Plan in IL ($303M); by covered participants it is Haynes and Boone Retirement Savings Plan in TX (977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($303M here).
- Senior Operations LLC 401(k) Profit Sharing Investment Plan (IL) $303M · 2,128
- Patagonia Works 401(k) Plan (CA) $303M · 2,042
- Enloe Medical Center Retirement Savings Plan (CA) $304M · 3,637
- The First Financial Bankshares Inc 401(k) Profit Sharing and Employee Stock Ownership Plan & Trust (TX) $304M · 1,547
Similar participant headcount
Nearest other-state filings by covered participants (977 participants); asset peers above are excluded.
- Haynes and Boone Retirement Savings Plan (TX) 977 · 0 off
- Superior Energy 401(k) Plan (TX) 977 · 0 off
- D'addario & Company, Inc. 401(k) Plan (NY) 977 · 0 off
- Welburn Management Consulting Company Retirement Plan (VA) 977 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.