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
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
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.
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, 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
| 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 EIN | 660234014 |
| Plan Effective Date | 2019-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.