401(k) · DOL Form 5500 · 2022

Institutional Shareholder Services 401(k) Plan

Data updated 2026-08-11

$128M
Total assets
658
Participants
94th
Percentile by assets
$195,262
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan · Sponsored by Institutional Shareholder Services · New York · Finance & Insurance

$128M in assets, 658 participants

Institutional Shareholder Services's Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan reported $128M in total assets and 658 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #8,352 in Finance & Insurance (9,261 peers)

Where Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan sits by assets

Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $128M for 658 participants (~$195,262/participant), down 10.6% in 2022.

$128M
total plan assets (2022 EOY)
658
covered participants
94th
percentile by assets (of 139,126 plans)
$195,262
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan sits by total assets

Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$128,482,341 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Finance & Insurance

Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan vs the 2022 asset distribution

By assets, Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$144M
Net Assets (End of Year)$128M
Net Income-$15M
Employer EIN061541449
Plan Effective Date2014-04-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Institutional Shareholder Services)

$120M$140M$160M$180M$200M 202220232024 $128M $191M ▲ +48.5%
Total plan assets by year, all Institutional Shareholder Services plans on file
Year Plans Participants Total Assets
2022 1 658 $128M
2023 1 762 $161M
2024 1 763 $191M

Nearby 401(k) Plans in New York

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

Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Institutional Shareh…, Total assets ($B): 0.128482341 · Participants: 658Institutional Shareh…IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Institutional Shareholder Services Inc. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan pulled back noticeably - down 10.6% during 2022, from $144M to $128M. Reported net income was -$15M.
How have Institutional Shareholder Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institutional Shareholder Services's sponsor-wide assets grew 48.5%, from $128M to $191M.
Where does Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sa Recycling, LLC 401(k) Profit Sharing Plan in CA ($128M, 1,988 participants).

Next read for Institutional Shareholder Services Inc. …

Scale reading

Ways to act on Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan's numbers.

  • By total assets, Institutional Shareholder Services Inc. 401(k) Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Institutional Shareholder Services's sponsor-wide assets have grown 48.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 061541449.

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.