401(k) · DOL Form 5500 · 2023

I & S Group, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
487
Participants Below avg headcount
80th
Percentile by assets National rank
$63,967
Avg per participant Low balance/head
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Official DOL plan name: Isg 401(k) Plan · Sponsored by I & S Group, Inc. · Minnesota · Professional & Technical Services

$31M in assets, 487 participants

I & S Group, Inc.'s Isg 401(k) Plan reported $31M in total assets and 487 participants in its 2023 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.

  • #16,320 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

Isg 401(k) Plan covers 487 participants in Minnesota, about 43% of the average Minnesota filer (state average ~1,126 per filing). Assets: $31M.

#16,320
in Professional & Technical Services (20,321 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Isg 401(k) Plan's outsized position by total assets

Isg 401(k) Plan vs every filed plan by assets

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

$31,152,114 Top 20% higher than 80% 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

Isg 401(k) 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. Isg 401(k) Plan sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isg 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Isg 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Isg 401(k) Plan reported participants rose from 405 in the plan year 2022 filing to 487 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410995051 · I & S Group, Inc. PY 2023 · 401(k)

Isg 401(k) Plan · $31M · 487 · 80th

  • NET $31M
  • BOOK 487
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Robinson Mills & Williams Profit Sharing 401(k) Plan
  • EBSA ind #16320

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 Minnesota →

Isg 401(k) Plan in the asset neighbourhood

Isg 401(k) Plan$31MRobinson Mills & Williams Profit Sharing 401(k) PlanRobinson Mills & Williams Pr…$31MTrace Systems Inc. 401(k) PlanTrace Systems Inc. 401(k) Pl…$31MSaama Technologies, LLC 401(k) PlanSaama Technologies, LLC 401(…$31MOmh Healthedge Holdings, Inc. 401(k) PlanOmh Healthedge Holdings, Inc…$31M
End-of-year total assets ($M) among Isg 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN410995051
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I & S Group, Inc.)

Sponsor-wide plan assets over time

All I & S Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 62.1561853471158% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $98.7M $37.4M ▼ -62.2%
Year Plans Participants Total Assets
2022 2 735 $99M
2023 2 919 $109M
2024 1 489 $37M

Nearby 401(k) Plans in Minnesota

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

Isg 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Isg 401(k) Plan, Total assets ($B): 0.031152114 · Participants: 487Isg 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Isg 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Isg 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Robinson Mills & Williams Profit Sharing 401(k) Plan in CA ($31M); by covered participants it is Bastion Technologies 401(k) Plan in TX (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Isg 401(k) Plan assets move in 2023? ▼
Isg 401(k) Plan grew sharply - up 21.5% during 2023, from $26M to $31M. Reported net income was $6M.
How have I & S Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I & S Group, Inc.'s sponsor-wide assets declined 62.2%, from $99M to $37M.
Where does Isg 401(k) Plan rank by assets among Form 5500 filers? ▼
Isg 401(k) Plan ranks in the 80th 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 Isg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robinson Mills & Williams Profit Sharing 401(k) Plan in CA ($31M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Isg 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bastion Technologies 401(k) Plan in TX (487 participants, $68M 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 410995051.

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.