401(k) · DOL Form 5500 · 2022
Isaacson Miller 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 231
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $155,707
- Avg per participant Above avg balance/head
Official DOL plan name: Isaacson Retirement Plan · Sponsored by Isaacson Miller · Massachusetts · Administrative & Support Services
$36M in assets, 231 participants
Isaacson Miller's Isaacson Retirement Plan reported $36M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #4,588 in Administrative & Support Services (4,927 peers)
Coverage in Massachusetts
Isaacson Retirement Plan covers 231 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $36M.
- #4,588
- in Administrative & Support Services (4,927 peers)
- -8.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Isaacson Retirement Plan's outsized position by total assets
Isaacson Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,968,412 Top 15% higher than 85% 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
Isaacson Retirement 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. Isaacson Retirement Plan sits mid-pack in the medium band (231 participants).
EBSA filing schedule strip
Filing strip 043061714 · Isaacson Miller PY 2022 · 401(k)
Isaacson Retirement Plan · $36M · 231 · 85th
- SCH $36M
- SCH 231
- SCH 85th
- SCH 401(k)
- SCH near The Employees of Alto-Shaam Retirement Plan
- SCH ind #4588
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Isaacson Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$4M |
| Employer EIN | 043061714 |
| Plan Effective Date | 1985-12-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Isaacson Miller)
Sponsor-wide plan assets over time
All Isaacson Miller plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 26.747623885536516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 462 | $61M |
| 2023 | 2 | 551 | $73M |
| 2024 | 2 | 526 | $77M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Isaacson Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is The Employees of Alto-Shaam Retirement Plan in WI ($36M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- The Employees of Alto-Shaam Retirement Plan (WI) $36M · 449
- Rha 401(k) Profit Sharing Plan (FL) $36M · 116
- Morrie's 401(k) Plan (MN) $36M · 1,034
- Monterey Mushrooms 401(k) Plan (CA) $36M · 1,575
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Thousandeyes, Inc. 401(k) Retirement Plan (CA) 231 · 0 off
- M.a. Ford Mfg. Co., Inc. Deferred Wage Savings Plan (IA) 231 · 0 off
- Benchmark Landscape, Inc. 401(k) Profit Sharing Plan (CA) 231 · 0 off
- Tonoga, Inc. Profit Sharing/401(k) Plan (NY) 231 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.