ESOP · DOL Form 5500 · 2022

Isaacson Miller, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
231
Participants Below avg headcount
80th
Percentile by assets National rank
$108,261
Avg per participant Below avg balance/head
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Official DOL plan name: Isaacson Miller, Inc. Employee Stock Ownership Plan · Sponsored by Isaacson Miller, Inc. · Massachusetts · Administrative & Support Services

$25M in assets, 231 participants

Isaacson Miller, Inc.'s Isaacson Miller, Inc. Employee Stock Ownership Plan reported $25M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,484 in Administrative & Support Services (4,927 peers)

Coverage in Massachusetts

Isaacson Miller, Inc. Employee Stock Ownership Plan covers 231 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#4,484
in Administrative & Support Services (4,927 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Isaacson Miller, Inc. Employee Stock Ownership Plan's outsized position by total assets

Isaacson Miller, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,008,238 Top 20% higher than 80% 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

Isaacson Miller, Inc. Employee Stock Ownership 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. Isaacson Miller, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (231 participants).

Plan-year Form 5500 strip

Filing strip 043061714 · Isaacson Miller, Inc. PY 2022 · ESOP

Isaacson Miller, Inc. Employee Stock Ownership Plan · $25M · 231 · 80th

  • EBSA $25M
  • EBSA 231
  • EBSA 80th
  • EBSA ESOP
  • EBSA near Gai Consultants, Inc. Employee Stock Ownership Plan
  • EBSA ind #4484

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 What is an ESOP? → · Plans in Massachusetts →

Isaacson Miller, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Acme Truck Brake & Supply Employee Stock Ownership PlanAcme Truck Brake & Supply Em…$25MWorld Variety Produce, Inc. Employee Stock Ownership PlanWorld Variety Produce, Inc. …$25MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$25MGai Consultants, Inc. Employee Stock Ownership PlanGai Consultants, Inc. Employ…$25MGrace Investment Company, Inc. ESOP PlanGrace Investment Company, In…$25M
End-of-year total assets ($M) among Isaacson Miller, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN043061714
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaacson Miller, Inc.)

Sponsor-wide plan assets over time

All Isaacson Miller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 26.747623885536516% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $61M $77.3M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 462 $61M
2023 2 551 $73M
2024 2 526 $77M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Isaacson Miller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0200400600 Total assets ($M) Participants Isaacson Miller, Inc. Employee Stock Ownership Plan, Total assets ($M): 25.008238 · Participants: 231Isaacson Miller, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Isaacson Miller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Isaacson Miller, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Isaacson Miller, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Gai Consultants, Inc. Employee Stock Ownership Plan in PA ($25M); by covered participants it is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.

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 Isaacson Miller, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Isaacson Miller, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.0% during 2022, from $22M to $25M. Reported net income was $3M.
How have Isaacson Miller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaacson Miller, Inc.'s sponsor-wide assets grew 26.7%, from $61M to $77M.
Where does Isaacson Miller, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Isaacson Miller, Inc. Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Isaacson Miller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gai Consultants, Inc. Employee Stock Ownership Plan in PA ($25M, 556 participants).
Which ESOP plans cover a similar participant headcount to Isaacson Miller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cohen Ventures, Inc. Dba Energy Solutions Employee Stock Ownership Plan in CA (231 participants, $33M 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 043061714.

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.