401(k) · DOL Form 5500 · 2023

MISO 401(k) Plan

Data updated 2026-08-11

$362M
Total assets: 1,028
Participants: 97th
Percentile by assets: $352,125
Avg per participant

Official DOL plan name: Miso Employees' Retirement Savings Plan · Sponsored by MISO · Indiana · Utilities

$362M in assets, 1,028 participants

MISO's Miso Employees' Retirement Savings Plan reported $362M in total assets and 1,028 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#567 in Utilities (721 peers)

Where Miso Employees' Retirement Savings Plan sits by assets

Miso Employees' Retirement Savings Plan sits in the top 5% of all filed plans by assets, $362M for 1,028 participants (~$352,125/participant), up 19.3% in 2023.

$362M
total plan assets (2023 EOY): 1,028
covered participants: 97th
percentile by assets (of 127,072 plans): $352,125
avg assets per participant

Where Miso Employees' Retirement Savings Plan sits by total assets

Miso Employees' Retirement Savings Plan vs every filed plan by assets

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

$361,984,882 Top 3% higher than 97% 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

Miso Employees' Retirement Savings Plan reported net income rose from -$68M in the plan year 2022 filing to $58M in the plan year 2023 filing.
Miso Employees' Retirement Savings Plan end-of-year assets rose from $303M in the plan year 2022 filing to $362M in the plan year 2023 filing.
Miso Employees' Retirement Savings Plan reported participants rose from 977 in the plan year 2022 filing to 1,028 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Indiana

Industry

Utilities

Miso Employees' Retirement Savings Plan vs the 2023 asset distribution

By assets, Miso Employees' Retirement Savings Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$303M
Net Assets (End of Year)	$362M
Net Income	$58M
Employer EIN	431827033
Plan Effective Date	1999-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (MISO)

Total plan assets by year, all MISO plans on file

Year	Plans	Participants	Total Assets
2022	1	977	$303M
2023	1	1,028	$362M
2024	1	1,086	$421M

Nearby 401(k) Plans in Indiana

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

Miso Employees' Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Miso Employees' Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Miso Employees' Retirement Savings Plan by total assets, not by location.

Verint Systems Inc. 401(k) Savings Plan (NY) $362M · 1,510
The Gores Group, LLC - 401(k) Plan (CO) $362M · 5,909
Omnicell, Inc. 401(k) Plan (TX) $362M · 3,303
Employee Savings Plan for Evergreen Packaging (IL) $362M · 3,215

Frequently Asked Questions

How did Miso Employees' Retirement Savings Plan assets move in 2023? ▼

Miso Employees' Retirement Savings Plan grew sharply - up 19.3% during 2023, from $303M to $362M. Reported net income was $58M.

How have MISO plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), MISO's sponsor-wide assets grew 38.8%, from $303M to $421M.

Where does Miso Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Miso Employees' Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Miso Employees' Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Verint Systems Inc. 401(k) Savings Plan in NY ($362M, 1,510 participants).

Next read for Miso Employees' Retirement Savings Plan

Scale reading

Ways to act on Miso Employees' Retirement Savings Plan's numbers.

By total assets, Miso Employees' Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
MISO's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Utilities plans

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 431827033.