401(k) · DOL Form 5500 · 2023

Insurance Services Office, Inc. 401(k) Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
4,794
Participants Above avg headcount
99th
Percentile by assets National rank
$454,406
Avg per participant High balance/head
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Official DOL plan name: Iso 401(k) Savings and Employee Stock Ownership Plan · Sponsored by Insurance Services Office, Inc. · New Jersey · Finance & Insurance

$2.2B in assets, 4,794 participants

Insurance Services Office, Inc.'s Iso 401(k) Savings and Employee Stock Ownership Plan reported $2.2B in total assets and 4,794 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,753 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Iso 401(k) Savings and Employee Stock Ownership Plan covers 4,794 participants in New Jersey, 5.7x the typical New Jersey plan (state average ~844 per filing). Assets: $2.2B.

#8,753
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY
22×
vs typical plan assets (national mean)

Iso 401(k) Savings and Employee Stock Ownership Plan's outsized position by total assets

Iso 401(k) Savings and Employee Stock Ownership Plan vs every filed plan by assets

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

$2,178,422,731 Top 1% higher than 99% 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

Iso 401(k) Savings and Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iso 401(k) Savings and Employee Stock Ownership Plan lands in the large band (4,794 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iso 401(k) Savings and Employee Stock Ownership Plan reported net income rose from -$531M in the plan year 2022 filing to $321M in the plan year 2023 filing.
  • Iso 401(k) Savings and Employee Stock Ownership Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.
  • Iso 401(k) Savings and Employee Stock Ownership Plan reported participants fell from 5,476 in the plan year 2022 filing to 4,794 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133131412 · Insurance Services Office, Inc. PY 2023 · 401(k)

Iso 401(k) Savings and Employee Stock Ownership Plan · $2.2B · 4,794 · 99th

  • PCT $2.2B
  • PCT 4,794
  • PCT 99th
  • PCT 401(k)
  • PCT near Capgemini Safe Harbor 401(k) Plan
  • PCT ind #8753

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Iso 401(k) Savings and Employee Stock Ownership Plan in the asset neighbourhood

Iso 401(k) Savings and Employee Stock Ownership PlanIso 401(k) Savings and Emplo…$2.2BCapgemini Safe Harbor 401(k) PlanCapgemini Safe Harbor 401(k)…$2.2BFinra Savings Plus Plan$2.2BFox Savings Plan$2.2BLockheed Martin Corporation Performance Sharing Plan for Bargaining EmployeesLockheed Martin Corporation …$2.2B
End-of-year total assets ($B) among Iso 401(k) Savings and Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$2.2B
Net Income$321M
Employer EIN133131412
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Insurance Services Office, Inc.)

Sponsor-wide plan assets over time

All Insurance Services Office, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.3B 22.220442616276628% vs 2022
2024 filing year
$1.8B$2B$2.2B$2.4B 202220232024 $1.86B $2.27B ▲ +22.0%
Year Plans Participants Total Assets
2022 1 5,476 $1.9B
2023 1 4,794 $2.2B
2024 1 4,830 $2.3B

Nearby 401(k) Plans in New Jersey

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

Iso 401(k) Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 01020304050 Total assets ($B) Participants Iso 401(k) Savings and Employee Stock Ownership Plan, Total assets ($B): 2.178422731 · Participants: 4794Iso 401(k) Savings and Employee Stock Ownership PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Iso 401(k) Savings and Employee Stock Ownership Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Iso 401(k) Savings and Employee Stock Ownership Plan side-by-side with 3 peers →

Iso 401(k) Savings and Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Capgemini Safe Harbor 401(k) Plan in NY ($2.2B); by covered participants it is Stripe, Inc. 401(k) Plan in CA (4,795 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (4,794 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 Iso 401(k) Savings and Employee Stock Ownership Plan assets move in 2023? ▼
Iso 401(k) Savings and Employee Stock Ownership Plan grew sharply - up 17.3% during 2023, from $1.9B to $2.2B. Reported net income was $321M.
How have Insurance Services Office, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Insurance Services Office, Inc.'s sponsor-wide assets grew 22.2%, from $1.9B to $2.3B.
Where does Iso 401(k) Savings and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Iso 401(k) Savings and Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Iso 401(k) Savings and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capgemini Safe Harbor 401(k) Plan in NY ($2.2B, 11,756 participants).
Which 401(k) plans cover a similar participant headcount to Iso 401(k) Savings and Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stripe, Inc. 401(k) Plan in CA (4,795 participants, $503M 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 133131412.

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.