401(k) · DOL Form 5500 · 2022
Insurance Services Office, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 5,476
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $339,145
- Avg per participant High balance/head
Official DOL plan name: Iso 401(k) Savings and Employee Stock Ownership Plan · Sponsored by Insurance Services Office, Inc. · New Jersey · Finance & Insurance
$1.9B in assets, 5,476 participants
Insurance Services Office, Inc.'s Iso 401(k) Savings and Employee Stock Ownership Plan reported $1.9B in total assets and 5,476 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,141 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Iso 401(k) Savings and Employee Stock Ownership Plan covers 5,476 participants in New Jersey, 6.5x the typical New Jersey plan (state average ~844 per filing). Assets: $1.9B.
- #9,141
- in Finance & Insurance (9,261 peers)
- -22.2%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $531M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iso 401(k) Savings and Employee Stock Ownership Plan's outsized position by total assets
Iso 401(k) Savings and Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,857,158,951 Top 1% higher than 99% 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
Iso 401(k) Savings and Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iso 401(k) Savings and Employee Stock Ownership Plan lands in the large band (5,476 participants).
Plan-year Form 5500 strip
Filing strip 133131412 · Insurance Services Office, Inc. PY 2022 · 401(k)
Iso 401(k) Savings and Employee Stock Ownership Plan · $1.9B · 5,476 · 99th
- BOY $1.9B
- BOY 5,476
- BOY 99th
- BOY 401(k)
- BOY near U.S. Anesthesia Partners, Inc. 401(k) Plan
- BOY ind #9141
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 Jersey →
Iso 401(k) Savings and Employee Stock Ownership Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$531M |
| Employer EIN | 133131412 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insurance Services Office, Inc.)
Sponsor-wide plan assets over time
All Insurance Services Office, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 22.220442616276628% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,476 | $1.9B |
| 2023 | 1 | 4,794 | $2.2B |
| 2024 | 1 | 4,830 | $2.3B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for Iso 401(k) Savings and Employee Stock Ownership Plan
Iso 401(k) Savings and Employee Stock Ownership Plan reports $1.9B in end-of-year assets across 5,476 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $339,145 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2022 was -$531M.
This plan identity (EIN 133131412, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.3B (+22.2%) while covered participants moved from 5,476 to 4,830 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,476 | $1.9B | This page |
| 2023 | 4,794 | $2.2B | Open filing |
| 2024 · index core | 4,830 | $2.3B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Iso 401(k) Savings and Employee Stock Ownership Plan (401(k), $2.3B, 4,830 participants)
Iso 401(k) Savings and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is U.S. Anesthesia Partners, Inc. 401(k) Plan in TX ($1.9B); by covered participants it is Nfp Corp. 401(k) Plan in NY (5,476 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- U.S. Anesthesia Partners, Inc. 401(k) Plan (TX) $1.9B · 5,118
- Ricoh USA, Inc. Retirement Savings Plan (PA) $1.9B · 13,505
- Commscope, Inc. Retirement Savings Plan (NC) $1.9B · 6,440
- Henkel 401(k) and Defined Contribution Plan (CT) $1.9B · 7,472
Similar participant headcount
Nearest other-state filings by covered participants (5,476 participants); asset peers above are excluded.
- Nfp Corp. 401(k) Plan (NY) 5,476 · 0 off
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) 5,476 · 0 off
- Rehab Employee Services 401(k) Plan (AL) 5,480 · 4 off
- Brookfield 401(k) Savings Plan (OH) 5,467 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.