401(k) · DOL Form 5500 · 2022
Insurance Services Office, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 5,476
- Participants
- 99th
- Percentile by assets
- $339,145
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.9B
- total plan assets (2022 EOY)
- 5,476
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $339,145
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Iso 401(k) Savings and Employee Stock Ownership Plan reports 5,476 participants - 6.5x that state average ($1.9B EOY assets).
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.)
| 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.
Iso 401(k) Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Iso 401(k) Savings and Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Iso 401(k) Savings and Employee Stock Ownership Plan assets move in 2022? ▼
How have Insurance Services Office, Inc. plan assets changed over time? ▼
Where does Iso 401(k) Savings and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Iso 401(k) Savings and Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Iso 401(k) Savings and Employee Stock Ownership Plan's numbers.
- By total assets, Iso 401(k) Savings and Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Insurance Services Office, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Finance & Insurance plans