401(k) · DOL Form 5500 · 2022
Iso New England Inc. 401(k) Plan
Data updated 2026-08-25
- $231M
- Total assets Near avg plan size
- 576
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $401,186
- Avg per participant High balance/head
Official DOL plan name: Iso New England Inc. Supplemental Retirement and Savings Plan · Sponsored by Iso New England Inc. · Massachusetts · Utilities
$231M in assets, 576 participants
Iso New England Inc.'s Iso New England Inc. Supplemental Retirement and Savings Plan reported $231M in total assets and 576 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.
- #555 in Utilities (738 peers)
Utilities sector rank
Within Utilities, Iso New England Inc. Supplemental Retirement and Savings Plan ranks #555 of 738 2022 filers by assets (232% of the sector average)-$231M for 576 participants.
- #555
- in Utilities (738 peers)
- -20.5%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iso New England Inc. Supplemental Retirement and Savings Plan's outsized position by total assets
Iso New England Inc. Supplemental Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$231,082,925 Top 4% higher than 96% 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 New England Inc. Supplemental Retirement and Savings 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. Supplemental Retirement and Savings Plan sits mid-pack in the medium band (576 participants).
Form 5500 schedule snapshot
Filing strip 043372500 · Iso New England Inc. PY 2022 · 401(k)
Iso New England Inc. Supplemental Retirement and Savings Plan · $231M · 576 · 96th
- ASSETS $231M
- PCT 576
- EIN 96th
- RANK 401(k)
- PHOTO near Mitsubishi Motors North America, Inc. 401(k) Savings Plan
- IND ind #555
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. Supplemental Retirement and Savings Plan in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $291M |
|---|---|
| Net Assets (End of Year) | $231M |
| Net Income | -$59M |
| Employer EIN | 043372500 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 900 | $426M |
| 2023 | 2 | 896 | $436M |
| 2024 | 2 | 915 | $498M |
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
Iso New England Inc. Supplemental Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Mitsubishi Motors North America, Inc. 401(k) Savings Plan in CA ($231M); by covered participants it is Regents Park, Inc. 401(k) Plan in FL (576 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($231M here).
- Mitsubishi Motors North America, Inc. 401(k) Savings Plan (CA) $231M · 272
- Olmsted Medical Center Retirement Savings Plan (MN) $231M · 1,286
- Healthnow New York Inc. Elective 401(k) Plan (PA) $231M · 1,598
- Pacwest Bancorp 401(k) Plan (CA) $231M · 2,211
Similar participant headcount
Nearest other-state filings by covered participants (576 participants); asset peers above are excluded.
- Regents Park, Inc. 401(k) Plan (FL) 576 · 0 off
- American Car Center/American Financial 401(k) Plan (DE) 576 · 0 off
- The Western Asset Management 401(k) Plan (CA) 576 · 0 off
- Godbersen-Smith Construction Company 401(k) Profit Sharing Plan (IA) 576 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.