401(k) · DOL Form 5500 · 2022

Istar Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
141
Participants Small participant base
89th
Percentile by assets National rank
$390,293
Avg per participant High balance/head
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Official DOL plan name: Istar Savings and Retirement Plan Trust · Sponsored by Istar Inc. · New York · Finance & Insurance

$55M in assets, 141 participants

Istar Inc.'s Istar Savings and Retirement Plan Trust reported $55M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,582 in Finance & Insurance (9,261 peers)

Coverage in New York

Istar Savings and Retirement Plan Trust covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $55M.

#7,582
in Finance & Insurance (9,261 peers)
-22.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Istar Savings and Retirement Plan Trust's outsized position by total assets

Istar Savings and Retirement Plan Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$55,031,312 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Istar Savings and Retirement Plan Trust 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. Istar Savings and Retirement Plan Trust sits mid-pack in the medium band (141 participants).

Plan-year Form 5500 strip

Filing strip 956881527 · Istar Inc. PY 2022 · 401(k)

Istar Savings and Retirement Plan Trust · $55M · 141 · 89th

  • 5500 $55M
  • 5500 141
  • 5500 89th
  • 5500 401(k)
  • 5500 near Amarr Company Savings Incentive and Retirement Plan and Trust
  • 5500 ind #7582

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 Finance & Insurance retirement plans → · Plans in New York →

Istar Savings and Retirement Plan Trust in the asset neighbourhood

The Walton Electric Membership Corporation 401 K PlanThe Walton Electric Membersh…$55MNew Directions Behavioral Health 401(k) Profit Sharing Plan and TrustNew Directions Behavioral He…$55MIstar Savings and Retirement Plan TrustIstar Savings and Retirement…$55MAmarr Company Savings Incentive and Retirement Plan and TrustAmarr Company Savings Incent…$55MRho, Inc. Employees Savings TrustRho, Inc. Employees Savings …$55M
End-of-year total assets ($M) among Istar Savings and Retirement Plan Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$55M
Net Income-$16M
Employer EIN956881527
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Istar Inc.)

Sponsor-wide plan assets over time

All Istar Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 14.552022673927889% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $55M $63M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 141 $55M
2023 1 141 $56M
2024 1 92 $63M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Istar Savings and Retirement Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Istar Savings and Retirement Plan Trust, Total assets ($B): 0.055031312 · Participants: 141Istar Savings and Retirement Plan TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Istar Savings and Retirement Plan Trust vs. nearby 401(k) plans in New York, assets vs. participants

Istar Savings and Retirement Plan Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Amarr Company Savings Incentive and Retirement Plan and Trust in NC ($55M); by covered participants it is Bel Red Energy Solutions 401(k) Plan in WA (141 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Istar Savings and Retirement Plan Trust assets move in 2022?
Istar Savings and Retirement Plan Trust declined sharply - down 22.4% during 2022, from $71M to $55M. Reported net income was -$16M.
How have Istar Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Istar Inc.'s sponsor-wide assets grew 14.6%, from $55M to $63M.
Where does Istar Savings and Retirement Plan Trust rank by assets among Form 5500 filers?
Istar Savings and Retirement Plan Trust ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Istar Savings and Retirement Plan Trust?
Among 401(k) plans in other states, the closest by assets is Amarr Company Savings Incentive and Retirement Plan and Trust in NC ($55M, 1,277 participants).
Which 401(k) plans cover a similar participant headcount to Istar Savings and Retirement Plan Trust?
Among 401(k) plans in other states, the closest by covered participants is Bel Red Energy Solutions 401(k) Plan in WA (141 participants, N/A in assets).