401(k) · DOL Form 5500 · 2023

Isaacson Law Firm, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$950,873
Avg per participant High balance/head
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Official DOL plan name: Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan · Sponsored by Isaacson Law Firm, P.C. · Arizona · Professional & Technical Services

$3M in assets, 3 participants

Isaacson Law Firm, P.C.'s Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,440 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan holds $3M for 3 participants - about $950,873 per participant, in the lower half of filed plans by assets.

#6,440
in Professional & Technical Services (20,321 peers)
+2.0%
assets growth YoY

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,852,619 35th percentile higher than 35% 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

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan reported net income rose from -$39K in the plan year 2022 filing to $136K in the plan year 2023 filing.
  • Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860300740 · Isaacson Law Firm, P.C. PY 2023 · 401(k)

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan · $3M · 3 · 35th

  • EIN $3M
  • EIN 3
  • EIN 35th
  • EIN 401(k)
  • EIN near Northern California Cornea Associates, Inc. 401(k) Plan
  • EIN ind #6440

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 Arizona →

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Isaacson Law Firm, P.C. 401(k) Profit Sharing PlanIsaacson Law Firm, P.C. 401(…$3MNorthern California Cornea Associates, Inc. 401(k) PlanNorthern California Cornea A…$3MFertility Specialists Medical Group 401(k) PlanFertility Specialists Medica…$3MT.Y.R., Inc. 401(k) Plan$3MDiligent Enterprise Inc. Retirement PlanDiligent Enterprise Inc. Ret…$3M
End-of-year total assets ($M) among Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$136K
Employer EIN860300740
Plan Effective Date1984-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaacson Law Firm, P.C.)

Sponsor-wide plan assets over time

All Isaacson Law Firm, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.023139062914088% vs 2022
2023 filing year
$2.78M$2.8M$2.82M$2.84M$2.86M 20222023 $2.8M $2.85M ▲ +1.8%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M

Nearby 401(k) Plans in Arizona

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

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.002852619 · Participants: 3Isaacson Law Firm, P.C. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Northern California Cornea Associates, Inc. 401(k) Plan in CA ($3M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan edged up modestly - up 2.0% during 2023, from $3M to $3M. Reported net income was $136K.
How have Isaacson Law Firm, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Isaacson Law Firm, P.C.'s sponsor-wide assets grew 2.0%, from $3M to $3M.
Which 401(k) plans are similar in size to Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern California Cornea Associates, Inc. 401(k) Plan in CA ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Isaacson Law Firm, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 860300740.

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.