401(k) · DOL Form 5500 · 2023

Isaiah House, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
334
Participants Below avg headcount
27th
Percentile by assets National rank
$4,402
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Isaiah House Retirement Plan · Sponsored by Isaiah House, Inc. · Kentucky · Healthcare & Social Assistance

$1M in assets, 334 participants

Isaiah House, Inc.'s Isaiah House Retirement Plan reported $1M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,250 in Healthcare & Social Assistance (17,684 peers)

Isaiah House, Inc. multi-year trail

Isaiah House, Inc.'s plans moved +89.8% in assets from 2022 to 2024; this filing shows Isaiah House Retirement Plan at $1M / 334 participants.

#4,250
in Healthcare & Social Assistance (17,684 peers)
+37.0%
assets growth YoY

Isaiah House Retirement Plan among the smaller filed plans by assets

Isaiah House Retirement Plan vs every filed plan by assets

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

$1,470,326 27th percentile higher than 27% 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

Isaiah House 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. Isaiah House Retirement Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isaiah House Retirement Plan reported net income rose from $273K in the plan year 2022 filing to $397K in the plan year 2023 filing.
  • Isaiah House Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Isaiah House Retirement Plan reported participants rose from 328 in the plan year 2022 filing to 334 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262961334 · Isaiah House, Inc. PY 2023 · 401(k)

Isaiah House Retirement Plan · $1M · 334 · 27th

  • RANK $1M
  • PHOTO 334
  • IND 27th
  • EOY 401(k)
  • 5500 near William M. Gould, M.D., Inc. Profit Sharing Plan & Trust
  • ASSETS ind #4250

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Isaiah House Retirement Plan in the asset neighbourhood

Isaiah House Retirement Plan$1MWilliam M. Gould, M.D., Inc. Profit Sharing Plan & TrustWilliam M. Gould, M.D., Inc.…$1MEhrlich Design Builders, Inc. 401(k) PlanEhrlich Design Builders, Inc…$1MRoadsync 401(k) Plan$1MAvor Education Inc. Retirement PlanAvor Education Inc. Retireme…$1M
End-of-year total assets ($M) among Isaiah House Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Isaiah House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Isaiah House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 89.80299201681612% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.07M $2.04M ▲ +90.7%
Year Plans Participants Total Assets
2022 1 328 $1M
2023 1 334 $1M
2024 1 539 $2M

Isaiah House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$397K
Employer EIN262961334
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Isaiah House Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Isaiah House Retirement Plan, Total assets ($B): 0.001470326 · Participants: 334Isaiah House Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Isaiah House Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Isaiah House Retirement Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is William M. Gould, M.D., Inc. Profit Sharing Plan & Trust in CA ($1M); by covered participants it is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Isaiah House Retirement Plan assets move in 2023? ▼
Isaiah House Retirement Plan surged - up 37.0% during 2023, from $1M to $1M. Reported net income was $397K.
How have Isaiah House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaiah House, Inc.'s sponsor-wide assets grew 89.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Isaiah House Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is William M. Gould, M.D., Inc. Profit Sharing Plan & Trust in CA ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Isaiah House Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants, $12M 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 262961334.

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.