401(k) · DOL Form 5500 · 2023

International Shipping Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
36th
Percentile by assets National rank
$88,083
Avg per participant Below avg balance/head
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Official DOL plan name: International Shipping Agency Retirement Plan · Sponsored by International Shipping Agency, Inc. · Puerto Rico · Transportation & Warehousing

$3M in assets, 35 participants

International Shipping Agency, Inc.'s International Shipping Agency Retirement Plan reported $3M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,190 in Transportation & Warehousing (3,362 peers)

International Shipping Agency, Inc. multi-year trail

International Shipping Agency, Inc.'s plans moved +35.9% in assets from 2022 to 2024; this filing shows International Shipping Agency Retirement Plan at $3M / 35 participants.

#1,190
in Transportation & Warehousing (3,362 peers)
+17.8%
assets growth YoY

International Shipping Agency Retirement Plan's mid-pack asset rank among Transportation & Warehousing and all filers

International Shipping Agency Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,082,906 36th percentile higher than 36% of 127,068 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 2023

International Shipping Agency Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Shipping Agency Retirement Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Shipping Agency Retirement Plan reported net income rose from -$329K in the plan year 2022 filing to $465K in the plan year 2023 filing.
  • International Shipping Agency Retirement Plan reported participants fell from 58 in the plan year 2022 filing to 35 in the plan year 2023 filing.
  • International Shipping Agency Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 660234014 · International Shipping Agency, Inc. PY 2023 · 401(k)

International Shipping Agency Retirement Plan · $3M · 35 · 36th

  • EOY $3M
  • 5500 35
  • ASSETS 36th
  • PCT 401(k)
  • EIN near Matic Insurance Services 401(k) Plan
  • RANK ind #1190

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

International Shipping Agency Retirement Plan in the asset neighbourhood

International Shipping Agency Retirement PlanInternational Shipping Agenc…$3MMatic Insurance Services 401(k) PlanMatic Insurance Services 401…$3MLandmark 401(k) Savings Plan$3MAllergy, Asthma and Immunology Center of Alaska, LLC 401(k) Profit Sharing Plan & TrustAllergy, Asthma and Immunolo…$3MBarrington Venture/the Garlands of Barrington Retirement Savings PlanBarrington Venture/the Garla…$3M
End-of-year total assets ($M) among International Shipping Agency Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

International Shipping Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All International Shipping Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.94387497822479% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.62M $3.56M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 58 $3M
2023 1 35 $3M
2024 1 40 $4M

International Shipping Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$465K
Employer EIN660234014
Plan Effective Date2019-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

Peer 401(k) plans, same state, same plan type, ranked by total assets.

International Shipping Agency Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants International Shipping Agency Retirement Plan, Total assets ($M): 3.082906 · Participants: 35International Shipping Agency Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
International Shipping Agency Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

International Shipping Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Matic Insurance Services 401(k) Plan in OH ($3M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did International Shipping Agency Retirement Plan assets move in 2023?
International Shipping Agency Retirement Plan grew sharply - up 17.8% during 2023, from $3M to $3M. Reported net income was $465K.
How have International Shipping Agency, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), International Shipping Agency, Inc.'s sponsor-wide assets grew 35.9%, from $3M to $4M.
Which 401(k) plans are similar in size to International Shipping Agency Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Matic Insurance Services 401(k) Plan in OH ($3M, 224 participants).
Which 401(k) plans cover a similar participant headcount to International Shipping Agency Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M in assets).