401(k) · DOL Form 5500 · 2023

Isolved, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
2,048
Participants Near avg headcount
90th
Percentile by assets National rank
$42,521
Avg per participant Low balance/head
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Official DOL plan name: Isolved 401(k) Plan · Sponsored by Isolved, Inc. · North Carolina · Administrative & Support Services

$87M in assets, 2,048 participants

Isolved, Inc.'s Isolved 401(k) Plan reported $87M in total assets and 2,048 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,174 in Administrative & Support Services (4,372 peers)

Coverage in North Carolina

Isolved 401(k) Plan covers 2,048 participants in North Carolina, 2.5x the typical North Carolina plan (state average ~819 per filing). Assets: $87M.

#4,174
in Administrative & Support Services (4,372 peers)
+54.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Isolved 401(k) Plan's outsized position by total assets

Isolved 401(k) Plan vs every filed plan by assets

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

$87,083,653 Top 10% higher than 90% 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

Isolved 401(k) 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. Isolved 401(k) Plan lands in the large band (2,048 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isolved 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Isolved 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Isolved 401(k) Plan reported participants rose from 1,863 in the plan year 2022 filing to 2,048 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382976613 · Isolved, Inc. PY 2023 · 401(k)

Isolved 401(k) Plan · $87M · 2,048 · 90th

  • PART $87M
  • TYPE 2,048
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Thrift and Savings Plan for Employees of Sentinel Transportation, LLC
  • BOY ind #4174

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Isolved 401(k) Plan in the asset neighbourhood

Boyd Corporation 401(k) Plan$87MNational Exchange Bank and Trust Employees' Tax Savings PlanNational Exchange Bank and T…$87MIsolved 401(k) Plan$87MThrift and Savings Plan for Employees of Sentinel Transportation, LLCThrift and Savings Plan for …$87MObhg 401(k) Plan$87M
End-of-year total assets ($M) among Isolved 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$87M
Net Income$31M
Employer EIN382976613
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isolved, Inc.)

Sponsor-wide plan assets over time

All Isolved, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 92.53903829063293% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $56.4M $109M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 1,863 $56M
2023 1 2,048 $87M
2024 1 2,182 $109M

Nearby 401(k) Plans in North Carolina

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

Isolved 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Isolved 401(k) Plan, Total assets ($B): 0.087083653 · Participants: 2048Isolved 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Isolved 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Isolved 401(k) Plan side-by-side with 3 peers →

Isolved 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Thrift and Savings Plan for Employees of Sentinel Transportation, LLC in DE ($87M); by covered participants it is Presbyterian Health Plan 401(k) Plan in NM (2,048 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,048 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 Isolved 401(k) Plan assets move in 2023? ▼
Isolved 401(k) Plan surged - up 54.4% during 2023, from $56M to $87M. Reported net income was $31M.
How have Isolved, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isolved, Inc.'s sponsor-wide assets grew 92.5%, from $56M to $109M.
Where does Isolved 401(k) Plan rank by assets among Form 5500 filers? ▼
Isolved 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Isolved 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thrift and Savings Plan for Employees of Sentinel Transportation, LLC in DE ($87M, 719 participants).
Which 401(k) plans cover a similar participant headcount to Isolved 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presbyterian Health Plan 401(k) Plan in NM (2,048 participants, $156M 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 382976613.

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.