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
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
Where Iso 401(k) Savings and Employee Stock Ownership Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
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 EIN | 133131412 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Insurance Services Office, Inc.)
| 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
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
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.
- Capgemini Safe Harbor 401(k) Plan (NY) $2.2B · 11,756
- Fox Savings Plan (NY) $2.2B · 10,196
- Finra Savings Plus Plan (DC) $2.2B · 3,958
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees (MD) $2.2B · 12,688
Frequently Asked Questions
How did Iso 401(k) Savings and Employee Stock Ownership Plan assets move in 2023? ▼
How have Insurance Services Office, Inc. plan assets changed over time? ▼
Where does Iso 401(k) Savings and Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Iso 401(k) Savings and Employee Stock Ownership Plan? ▼
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.
- By total assets, Iso 401(k) Savings and Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Insurance Services Office, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Finance & Insurance plans