401(k) · DOL Form 5500 · 2023

Isaacs & Isaacs, Psc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
84
Participants Small participant base
55th
Percentile by assets National rank
$101,723
Avg per participant Below avg balance/head
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Official DOL plan name: Isaacs & Isaacs, Psc 401(k) Plan · Sponsored by Isaacs & Isaacs, Psc · Kentucky · Professional & Technical Services

$9M in assets, 84 participants

Isaacs & Isaacs, Psc's Isaacs & Isaacs, Psc 401(k) Plan reported $9M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,918 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Isaacs & Isaacs, Psc 401(k) Plan holds $9M for 84 participants - about $101,723 per participant, above the median plan by assets.

#10,918
in Professional & Technical Services (20,321 peers)
-6.4%
assets change YoY

The plan reported a net loss of $588K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isaacs & Isaacs, Psc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Isaacs & Isaacs, Psc 401(k) Plan vs every filed plan by assets

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

$8,544,706 Top 45% higher than 55% 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

Isaacs & Isaacs, Psc 401(k) 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. Isaacs & Isaacs, Psc 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isaacs & Isaacs, Psc 401(k) Plan reported net income rose from -$905K in the plan year 2022 filing to -$588K in the plan year 2023 filing.
  • Isaacs & Isaacs, Psc 401(k) Plan reported participants rose from 74 in the plan year 2022 filing to 84 in the plan year 2023 filing.
  • Isaacs & Isaacs, Psc 401(k) Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 611231778 · Isaacs & Isaacs, Psc PY 2023 · 401(k)

Isaacs & Isaacs, Psc 401(k) Plan · $9M · 84 · 55th

  • SCH $9M
  • EBSA 84
  • PART 55th
  • TYPE 401(k)
  • NET near Esg International 401(k) Plan
  • BOOK ind #10918

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Isaacs & Isaacs, Psc 401(k) Plan in the asset neighbourhood

Isaacs & Isaacs, Psc 401(k) PlanIsaacs & Isaacs, Psc 401(k) …$9MEsg International 401(k) Plan$9MRiverside Refreshments, Inc. 401(k) PlanRiverside Refreshments, Inc.…$9MUnion Joints Multiple Employer PlanUnion Joints Multiple Employ…$9MAssociated Occupational Therapists, Inc. 401(k) PlanAssociated Occupational Ther…$9M
End-of-year total assets ($M) among Isaacs & Isaacs, Psc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$588K
Employer EIN611231778
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaacs & Isaacs, Psc)

Sponsor-wide plan assets over time

All Isaacs & Isaacs, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 4.452195755709961% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $9.13M $9.54M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 74 $9M
2023 1 84 $9M
2024 1 80 $10M

Nearby 401(k) Plans in Kentucky

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

Isaacs & Isaacs, Psc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Isaacs & Isaacs, Psc 401(k) Plan, Total assets ($B): 0.008544706 · Participants: 84Isaacs & Isaacs, Psc 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Isaacs & Isaacs, Psc 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Isaacs & Isaacs, Psc 401(k) Plan side-by-side with 3 peers →

Isaacs & Isaacs, Psc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Esg International 401(k) Plan in VA ($9M); by covered participants it is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Isaacs & Isaacs, Psc 401(k) Plan assets move in 2023? ▼
Isaacs & Isaacs, Psc 401(k) Plan pulled back noticeably - down 6.4% during 2023, from $9M to $9M. Reported net income was -$588K.
How have Isaacs & Isaacs, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaacs & Isaacs, Psc's sponsor-wide assets grew 4.5%, from $9M to $10M.
Which 401(k) plans are similar in size to Isaacs & Isaacs, Psc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esg International 401(k) Plan in VA ($9M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Isaacs & Isaacs, Psc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trillium US, Inc. 401(k) Profit Sharing Plan and Trust in OR (84 participants, N/A 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 611231778.

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.