Other · DOL Form 5500 · 2022
International Society of Automation Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $238,569
- Avg per participant Above avg balance/head
Official DOL plan name: International Society of Automation Section 403(b)(7) Retirement Plan · Sponsored by International Society of Automation · North Carolina · Other Services
$17M in assets, 72 participants
International Society of Automation's International Society of Automation Section 403(b)(7) Retirement Plan reported $17M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #7,229 in Other Services (8,398 peers)
Where International Society of Automation Section 403(b)(7) Retirement Plan sits by assets
International Society of Automation Section 403(b)(7) Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 72 participants (~$238,569/participant), down 15.4% in 2022.
- #7,229
- in Other Services (8,398 peers)
- -15.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
International Society of Automation Section 403(b)(7) Retirement Plan's outsized position by total assets
International Society of Automation Section 403(b)(7) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,176,942 Top 25% higher than 75% 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
International Society of Automation Section 403(b)(7) Retirement 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. International Society of Automation Section 403(b)(7) Retirement Plan is a small filing (72 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 250921042 · International Society of Automation PY 2022 · Other
International Society of Automation Section 403(b)(7) Retirement Plan · $17M · 72 · 75th
- RANK $17M
- PHOTO 72
- IND 75th
- EOY Other
- 5500 near Westminster Christian Academy Retirement Plan
- ASSETS ind #7229
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 Other Services retirement plans → · Plans in North Carolina →
International Society of Automation Section 403(b)(7) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 250921042 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Society of Automation)
Sponsor-wide plan assets over time
All International Society of Automation plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 39.176175829201725% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $17M |
| 2023 | 1 | 78 | $21M |
| 2024 | 1 | 68 | $24M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $7.6B · 43,924
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $2.7B · 20,031
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.2B · 13,292
- Wake Forest University Retirement Plan $687M · 2,632
- Caromont Health, Inc. Retirement Savings Plan $375M · 4,211
International Society of Automation Section 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Westminster Christian Academy Retirement Plan in MO ($17M); by covered participants it is Gateway School Defined Contribution Retirement Plan in NY (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.