401(k) · DOL Form 5500 · 2023

Isaacson Miller 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
267
Participants Below avg headcount
84th
Percentile by assets National rank
$159,142
Avg per participant Above avg balance/head
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Official DOL plan name: Isaacson Retirement Plan · Sponsored by Isaacson Miller · Massachusetts · Administrative & Support Services

$42M in assets, 267 participants

Isaacson Miller's Isaacson Retirement Plan reported $42M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,013 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

Isaacson Retirement Plan covers 267 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $42M.

#4,013
in Administrative & Support Services (4,372 peers)
+18.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Isaacson Retirement Plan's outsized position by total assets

Isaacson Retirement Plan vs every filed plan by assets

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

$42,490,956 Top 16% higher than 84% 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

Isaacson Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isaacson Retirement Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isaacson Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Isaacson Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Isaacson Retirement Plan reported participants rose from 231 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043061714 · Isaacson Miller PY 2023 · 401(k)

Isaacson Retirement Plan · $42M · 267 · 84th

  • EIN $42M
  • EIN 267
  • EIN 84th
  • EIN 401(k)
  • EIN near Century Casino, Inc. 401(k) Savings & Retirement Plan
  • EIN ind #4013

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Isaacson Retirement Plan in the asset neighbourhood

Rha 401(k) Profit Sharing PlanRha 401(k) Profit Sharing Pl…$42MIsaacson Retirement Plan$42MCentury Casino, Inc. 401(k) Savings & Retirement PlanCentury Casino, Inc. 401(k) …$42MMurchison & Cumming LLP 401(k) Profit Sharing PlanMurchison & Cumming LLP 401(…$42MKastle Systems International LLC Retirement PlanKastle Systems International…$42M
End-of-year total assets ($M) among Isaacson Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN043061714
Plan Effective Date1985-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaacson Miller)

Sponsor-wide plan assets over time

All Isaacson Miller 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 401(k) Plans in Massachusetts

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

Isaacson Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Isaacson Retirement Plan, Total assets ($B): 0.042490956 · Participants: 267Isaacson Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Isaacson Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Isaacson Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Century Casino, Inc. 401(k) Savings & Retirement Plan in CO ($42M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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.

Frequently Asked Questions

How did Isaacson Retirement Plan assets move in 2023? ▼
Isaacson Retirement Plan grew sharply - up 18.1% during 2023, from $36M to $42M. Reported net income was $7M.
How have Isaacson Miller plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaacson Miller's sponsor-wide assets grew 26.7%, from $61M to $77M.
Where does Isaacson Retirement Plan rank by assets among Form 5500 filers? ▼
Isaacson Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Isaacson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Century Casino, Inc. 401(k) Savings & Retirement Plan in CO ($42M, 2,273 participants).
Which 401(k) plans cover a similar participant headcount to Isaacson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.