401(k) · DOL Form 5500 · 2023

Insurance Services Office, Inc. 401(k) Plan

Data updated 2026-08-11

$2.2B
Total assets
4,794
Participants
99th
Percentile by assets
$454,406
Avg per participant
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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.

  • 99th percentile by assets (of 127,072 plans)
  • #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.

$2.2B
total plan assets (2023 EOY)
4,794
covered participants
99th
percentile by assets (of 127,072 plans)
$454,406
avg assets per participant

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 2023→2024 release diff →

State
New Jersey
Industry
Finance & Insurance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Iso 401(k) Savings and Employee Stock Ownership Plan reports 4,794 participants - 5.7x that state average ($2.2B EOY assets).

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.)

$1.8B$2B$2.2B$2.4B 202220232024 $1.86B $2.27B ▲ +22.0%
Total plan assets by year, all Insurance Services Office, Inc. plans on file
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

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 a…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck 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 Ow… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Iso 401(k) Savings and Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Iso 401(k) Savings and Employee Stock Ow…

Filing takeaways

Ways to act on Iso 401(k) Savings and Employee Stock Ownership Plan's numbers.

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.