401(k) · DOL Form 5500 · 2023
Isun, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 253
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $35,687
- Avg per participant Low balance/head
Official DOL plan name: Isun 401(k) Retirement Plan · Sponsored by Isun, Inc. · Vermont · Construction
$9M in assets, 253 participants
Isun, Inc.'s Isun 401(k) Retirement Plan reported $9M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #4,944 in Construction (9,030 peers)
Isun, Inc. multi-year trail
Isun, Inc.'s plans moved -13.6% in assets from 2023 to 2024; this filing shows Isun 401(k) Retirement Plan at $9M / 253 participants.
- #4,944
- in Construction (9,030 peers)
- +36.1%
- assets growth YoY
Isun 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers
Isun 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,028,815 Top 44% higher than 56% 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
Isun 401(k) 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. Isun 401(k) Retirement Plan sits mid-pack in the medium band (253 participants).
Form 5500 schedule snapshot
Filing strip 472150172 · Isun, Inc. PY 2023 · 401(k)
Isun 401(k) Retirement Plan · $9M · 253 · 56th
- PCT $9M
- EIN 253
- RANK 56th
- PHOTO 401(k)
- IND near Schwan Cosmetics USA Inc. 401(k) Profit Sharing Plan
- EOY ind #4944
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 Construction retirement plans → · Plans in Vermont →
Isun 401(k) Retirement Plan in the asset neighbourhood
Isun, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Isun, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 13.597221783811053% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 253 | $9M |
| 2024 | 1 | 145 | $8M |
Isun, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 472150172 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
- National Life Group 401(k) Plan $298M · 1,219
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
- Husky Retirement Savings $153M · 551
- Incentive Retirement Plan for Employees of PC Construction Company $136M · 442
Isun 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Schwan Cosmetics USA Inc. 401(k) Profit Sharing Plan in TN ($9M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.
- Helm Group, Inc. 401(k) Plan (IL) 253 · 0 off
- Ollion 401(k) Plan (WA) 253 · 0 off
- Argi Financial Group, LLC 401(k) Plan (KY) 253 · 0 off
- Ici Homes Residential Holdings LLC 401(k) Savings Plan (FL) 253 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.