ESOP · DOL Form 5500 · 2022
Isaacson Miller, Inc. ESOP
Data updated 2026-08-11
- $25M
- Total assets
- 231
- Participants
- 80th
- Percentile by assets
- $108,261
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $25M
- total plan assets (2022 EOY)
- 231
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $108,261
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Isaacson Miller, Inc. Employee Stock Ownership Plan reports 231 participants - about 35% of that state average ($25M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 043061714 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Isaacson Miller, Inc.)
| 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
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Isaacson Miller, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Isaacson Miller, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Isaacson Miller, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Massachusetts. Compare plans
- Isaacson Miller, Inc.'s sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Administrative & Support Services plans