401(k) · DOL Form 5500 · 2023

MISO 401(k) Plan

Data updated 2026-08-25

$362M
Total assets Above avg plan size
1,028
Participants Near avg headcount
97th
Percentile by assets National rank
$352,125
Avg per participant High balance/head
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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.

  • #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.

#567
in Utilities (721 peers)
+19.3%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Miso Employees' Retirement Savings Plan's outsized position 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

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

Miso Employees' Retirement Savings 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. Miso Employees' Retirement Savings Plan lands in the large band (1,028 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 431827033 · MISO PY 2023 · 401(k)

Miso Employees' Retirement Savings Plan · $362M · 1,028 · 97th

  • PCT $362M
  • EIN 1,028
  • RANK 97th
  • PHOTO 401(k)
  • IND near Verint Systems Inc. 401(k) Savings Plan
  • EOY ind #567

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 Utilities retirement plans → · Plans in Indiana →

Miso Employees' Retirement Savings Plan in the asset neighbourhood

Employee Savings Plan for Evergreen PackagingEmployee Savings Plan for Ev…$362MThe Gores Group, LLC - 401(k) PlanThe Gores Group, LLC - 401(k…$362MVerint Systems Inc. 401(k) Savings PlanVerint Systems Inc. 401(k) S…$362MMiso Employees' Retirement Savings PlanMiso Employees' Retirement S…$362MOmnicell, Inc. 401(k) Plan$362M
End-of-year total assets ($M) among Miso Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$303M
Net Assets (End of Year)$362M
Net Income$58M
Employer EIN431827033
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MISO)

Sponsor-wide plan assets over time

All MISO plans reported in each filing year

Latest sponsor-wide plan assets
$421M 38.804529315957055% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $303M $421M ▲ +38.8%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Miso Employees' Retirement Savings Plan, Total assets ($B): 0.361984882 · Participants: 1028Miso Employees' Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Miso Employees' Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Miso Employees' Retirement Savings Plan side-by-side with 3 peers →

Miso Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Verint Systems Inc. 401(k) Savings Plan in NY ($362M); by covered participants it is Glory Global Solutions 401(k) Plan in IL (1,028 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($362M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,028 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 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).
Which 401(k) plans cover a similar participant headcount to Miso Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glory Global Solutions 401(k) Plan in IL (1,028 participants, $148M 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 431827033.

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.