401(k) · DOL Form 5500 · 2023

International Sos Assistance, Inc. 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
1,103
Participants Near avg headcount
90th
Percentile by assets National rank
$71,825
Avg per participant Below avg balance/head
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Official DOL plan name: International Sos and the International Sos Group of Companies 401(k) Plan · Sponsored by International Sos Assistance, Inc. · Pennsylvania · Professional & Technical Services

$79M in assets, 1,103 participants

International Sos Assistance, Inc.'s International Sos and the International Sos Group of Companies 401(k) Plan reported $79M in total assets and 1,103 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.

  • #18,461 in Professional & Technical Services (20,321 peers)

Where International Sos and the International Sos Group of Companies 401(k) Plan sits by assets

International Sos and the International Sos Group of Companies 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 1,103 participants (~$71,825/participant), up 16.8% in 2023.

#18,461
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

International Sos and the International Sos Group of Companies 401(k) Plan's outsized position by total assets

International Sos and the International Sos Group of Companies 401(k) Plan vs every filed plan by assets

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

$79,223,425 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

International Sos and the International Sos Group of Companies 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. International Sos and the International Sos Group of Companies 401(k) Plan lands in the large band (1,103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Sos and the International Sos Group of Companies 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • International Sos and the International Sos Group of Companies 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $79M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911501877 · International Sos Assistance, Inc. PY 2023 · 401(k)

International Sos and the International Sos Group of Companies 401(k) Plan · $79M · 1,103 · 90th

  • IND $79M
  • IND 1,103
  • IND 90th
  • IND 401(k)
  • IND near David E. Harvey Builders, Inc. Employee Savings Plan
  • IND ind #18461

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

International Sos and the International Sos Group of Companies 401(k) Plan in the asset neighbourhood

International Sos and the International Sos Group of Companies 401(k) PlanInternational Sos and the In…$79MDavid E. Harvey Builders, Inc. Employee Savings PlanDavid E. Harvey Builders, In…$79MPrimary Residential Mortgage, Inc. 401(k) PlanPrimary Residential Mortgage…$79MOrthosouth 401(k) Profit Sharing PlanOrthosouth 401(k) Profit Sha…$79MSee's Retirement Plan$79M
End-of-year total assets ($M) among International Sos and the International Sos Group of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$79M
Net Income$12M
Employer EIN911501877
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Sos Assistance, Inc.)

Sponsor-wide plan assets over time

All International Sos Assistance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 38.34844656664513% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $67.8M $93.8M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 1,094 $68M
2023 1 1,103 $79M
2024 1 1,000 $94M

Nearby 401(k) Plans in Pennsylvania

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

International Sos and the International Sos Group of Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants International Sos and the International Sos Group of Companies 401(k) Plan, Total assets ($B): 0.079223425 · Participants: 1103International Sos and the International Sos Group of Companies 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
International Sos and the International Sos Group of Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

International Sos and the International Sos Group of Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is David E. Harvey Builders, Inc. Employee Savings Plan in TX ($79M); by covered participants it is Cross Retirement Plan in ME (1,103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($79M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,103 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 International Sos and the International Sos Group of Companies 401(k) Plan assets move in 2023? ▼
International Sos and the International Sos Group of Companies 401(k) Plan grew sharply - up 16.8% during 2023, from $68M to $79M. Reported net income was $12M.
How have International Sos Assistance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Sos Assistance, Inc.'s sponsor-wide assets grew 38.3%, from $68M to $94M.
Where does International Sos and the International Sos Group of Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
International Sos and the International Sos Group of Companies 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 International Sos and the International Sos Group of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is David E. Harvey Builders, Inc. Employee Savings Plan in TX ($79M, 577 participants).
Which 401(k) plans cover a similar participant headcount to International Sos and the International Sos Group of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Retirement Plan in ME (1,103 participants, $121M in assets).