Defined Benefit (Pension) · DOL Form 5500 · 2022

Iso New England Inc. Pension Plan

Data updated 2026-08-25

$195M
Total assets Near avg plan size
324
Participants Below avg headcount
96th
Percentile by assets National rank
$601,976
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iso New England Inc. Retirement Plan · Sponsored by Iso New England Inc. · Massachusetts · Utilities

$195M in assets, 324 participants

Iso New England Inc.'s Iso New England Inc. Retirement Plan reported $195M in total assets and 324 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #544 in Utilities (738 peers)

Coverage in Massachusetts

Iso New England Inc. Retirement Plan covers 324 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $195M.

#544
in Utilities (738 peers)
-18.8%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iso New England Inc. Retirement Plan's outsized position by total assets

Iso New England Inc. Retirement Plan vs every filed plan by assets

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

$195,040,187 Top 4% higher than 96% 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

Iso New England Inc. 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. Iso New England Inc. Retirement Plan sits mid-pack in the medium band (324 participants).

DOL schedule card

Filing strip 043372500 · Iso New England Inc. PY 2022 · Defined Benefit (Pension)

Iso New England Inc. Retirement Plan · $195M · 324 · 96th

  • PART $195M
  • PART 324
  • PART 96th
  • PART Defined Benefit (Pension)
  • PART near Service Employees Pension Fund of Upstate Ny Upstate New York
  • PART ind #544

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 Massachusetts →

Iso New England Inc. Retirement Plan in the asset neighbourhood

Cooper-Standard Automotive Inc. Salaried Retirement PlanCooper-Standard Automotive I…$195MMo-Kan Teamsters Pension Fund$195MIso New England Inc. Retirement PlanIso New England Inc. Retirem…$195MService Employees Pension Fund of Upstate Ny Upstate New YorkService Employees Pension Fu…$195MPension Plan of American Society for Testing and MaterialsPension Plan of American Soc…$195M
End-of-year total assets ($M) among Iso New England Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$240M
Net Assets (End of Year)$195M
Net Income-$45M
Employer EIN043372500
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iso New England Inc.)

Sponsor-wide plan assets over time

All Iso New England Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498M 16.758806783519407% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $426M $498M ▲ +16.8%
Year Plans Participants Total Assets
2022 2 900 $426M
2023 2 896 $436M
2024 2 915 $498M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Iso New England Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Iso New England Inc. Retirement Plan, Total assets ($B): 0.195040187 · Participants: 324Iso New England Inc. Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Iso New England Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Iso New England Inc. Retirement Plan side-by-side with 3 peers →

Iso New England Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Service Employees Pension Fund of Upstate Ny Upstate New York in NY ($195M); by covered participants it is Allina Health Pension Plan for Collectively Bargained Employees in MN (324 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 Iso New England Inc. Retirement Plan assets move in 2022? ▼
Iso New England Inc. Retirement Plan declined sharply - down 18.8% during 2022, from $240M to $195M. Reported net income was -$45M.
How have Iso New England Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iso New England Inc.'s sponsor-wide assets grew 16.8%, from $426M to $498M.
Where does Iso New England Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Iso New England Inc. Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Iso New England Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Service Employees Pension Fund of Upstate Ny Upstate New York in NY ($195M, 3,715 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iso New England Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Allina Health Pension Plan for Collectively Bargained Employees in MN (324 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043372500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.