Defined Benefit (Pension) · DOL Form 5500 · 2023
Iso New England Inc. Pension Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 306
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $524,436
- Avg per participant High balance/head
Official DOL plan name: Iso New England Inc. Retirement Plan · Sponsored by Iso New England Inc. · Massachusetts · Utilities
$160M in assets, 306 participants
Iso New England Inc.'s Iso New England Inc. Retirement Plan reported $160M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #488 in Utilities (721 peers)
Coverage in Massachusetts
Iso New England Inc. Retirement Plan covers 306 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $160M.
- #488
- in Utilities (721 peers)
- -17.7%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Iso New England Inc. Retirement Plan's outsized position by total assets
Iso New England Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$160,477,412 Top 6% higher than 94% 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
Iso New England Inc. 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. Iso New England Inc. Retirement Plan sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iso New England Inc. Retirement Plan reported net income rose from -$45M in the plan year 2022 filing to -$35M in the plan year 2023 filing.
- Iso New England Inc. Retirement Plan end-of-year assets fell from $195M in the plan year 2022 filing to $160M in the plan year 2023 filing.
- Iso New England Inc. Retirement Plan reported participants fell from 324 in the plan year 2022 filing to 306 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 043372500 · Iso New England Inc. PY 2023 · Defined Benefit (Pension)
Iso New England Inc. Retirement Plan · $160M · 306 · 94th
- 5500 $160M
- ASSETS 306
- PCT 94th
- EIN Defined Benefit (Pension)
- RANK near Modine Manufacturing Company Frozen Pension Plan
- PHOTO ind #488
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 Utilities retirement plans → · Plans in Massachusetts →
Iso New England Inc. Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $195M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | -$35M |
| Employer EIN | 043372500 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iso New England Inc.)
Sponsor-wide plan assets over time
All Iso New England Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $498M 16.758806783519407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 900 | $426M |
| 2023 | 2 | 896 | $436M |
| 2024 | 2 | 915 | $498M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Iso New England Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Modine Manufacturing Company Frozen Pension Plan in MS ($161M); by covered participants it is Waterbury Hospital Cash Balance Retirement Plan in CT (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Modine Manufacturing Company Frozen Pension Plan (MS) $161M · 876
- Hawaii Truckers-Teamsters Union Pension Plan (HI) $160M · 396
- Sheet Metal Workers Local No. 292 Pension Fund (MI) $160M · 590
- Oce Employees' Cash Accumulation Plan (NY) $160M · 600
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Waterbury Hospital Cash Balance Retirement Plan (CT) 306 · 0 off
- Union Savings Bank Retirement Plan (CT) 306 · 0 off
- Laborers Local 235 Pension Fund (NY) 306 · 0 off
- Holland & Knight Defined Benefit Pension Plan (FL) 306 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.