Other · DOL Form 5500 · 2023

International Society of Automation Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 78
Participants Small participant base: 73rd
Percentile by assets National rank: $265,547
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: International Society of Automation Section 403(b)(7) Retirement Plan · Sponsored by International Society of Automation · North Carolina · Other Services

$21M in assets, 78 participants

International Society of Automation's International Society of Automation Section 403(b)(7) Retirement Plan reported $21M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#6,718 in Other Services (7,857 peers)

International Society of Automation multi-year trail

International Society of Automation's plans moved +39.2% in assets from 2022 to 2024; this filing shows International Society of Automation Section 403(b)(7) Retirement Plan at $21M / 78 participants.

#6,718
in Other Services (7,857 peers): +20.6%
assets growth YoY

International Society of Automation Section 403(b)(7) Retirement Plan's outsized position by total assets

International Society of Automation Section 403(b)(7) Retirement Plan vs every filed plan by assets

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

$20,712,655 Top 27% higher than 73% 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 Society of Automation Section 403(b)(7) 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 Society of Automation Section 403(b)(7) Retirement Plan is a small filing (78 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

International Society of Automation Section 403(b)(7) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
International Society of Automation Section 403(b)(7) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
International Society of Automation Section 403(b)(7) Retirement Plan reported participants rose from 72 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 250921042 · International Society of Automation PY 2023 · Other

International Society of Automation Section 403(b)(7) Retirement Plan · $21M · 78 · 73rd

PCT $21M
PCT 78
PCT 73rd
PCT Other
PCT near Care Dimensions, Inc. 403(b) Plan
PCT ind #6718

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 Other Services retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among International Society of Automation Section 403(b)(7) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

International Society of Automation multi-year asset trail

Latest sponsor-wide plan assets: $24M 39.176175829201725% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	72	$17M
2023	1	78	$21M
2024	1	68	$24M

International Society of Automation filing trail (2023)

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$21M
Net Income	$4M
Employer EIN	250921042
Plan Effective Date	1989-03-01
Filing Status	FILING RECEIVED

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

International Society of Automation Section 403(b)(7) Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
Wake Forest University Retirement Plan $798M · 3,092
Caromont Health, Inc. Retirement Savings Plan $444M · 4,458

Compare International Society of Automation Section 403(b)(7) Retirement Plan side-by-side with 3 peers →

International Society of Automation Section 403(b)(7) Retirement Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Care Dimensions, Inc. 403(b) Plan in MA ($21M); by covered participants it is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Care Dimensions, Inc. 403(b) Plan (MA) $21M · 589
403(b) Thrift Plan for Employees of Community Care Alliance (RI) $21M · 539
St. Paul's Episcopal Home's Employee Retirement Plan (CA) $21M · 749
Fountain Valley School Defined Contribution Retirement Plan (CO) $21M · 91

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

Chapel Hill - Chauncy Hall School 403(b) Plan (MA) 78 · 0 off
Foundation for the National Institutes of Health 403(b) DC Plan (MD) 78 · 0 off
Turning Point School Defined Contribution Retirement Plan (CA) 78 · 0 off
The Council on Recovery 403(b) Plan (TX) 78 · 0 off

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 Society of Automation Section 403(b)(7) Retirement Plan assets move in 2023? ▼

International Society of Automation Section 403(b)(7) Retirement Plan grew sharply - up 20.6% during 2023, from $17M to $21M. Reported net income was $4M.

How have International Society of Automation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), International Society of Automation's sponsor-wide assets grew 39.2%, from $17M to $24M.

Which Other plans are similar in size to International Society of Automation Section 403(b)(7) Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Care Dimensions, Inc. 403(b) Plan in MA ($21M, 589 participants).

Which Other plans cover a similar participant headcount to International Society of Automation Section 403(b)(7) Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Chapel Hill - Chauncy Hall School 403(b) Plan in MA (78 participants, $15M 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 250921042.