401(k) · DOL Form 5500 · 2023

International Sos Assistance, Inc. 401(k) Plan

Data updated 2026-08-11

$79M
Total assets
1,103
Participants
90th
Percentile by assets
$71,825
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$79M
total plan assets (2023 EOY)
1,103
covered participants
90th
percentile by assets (of 127,072 plans)
$71,825
avg assets per participant

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 →

International Sos and the International Sos Group of Companies 401(k) Plan vs the 2023 asset distribution

By assets, International Sos and the International Sos Group of Companies 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

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.)

$60M$70M$80M$90M$100M 202220232024 $67.8M $93.8M ▲ +38.3%
Total plan assets by year, all International Sos Assistance, Inc. plans on file
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

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 an…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
International Sos and the International Sos Group of Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to International Sos and the International Sos Group of Companies 401(k) Plan by total assets, not by location.

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).

Next read for International Sos and the International …

Scale reading

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