ESOP · DOL Form 5500 · 2023

Isaacson Miller, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
284
Participants Below avg headcount
79th
Percentile by assets National rank
$107,787
Avg per participant Below avg balance/head
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Official DOL plan name: Isaacson Miller, Inc. Employee Stock Ownership Plan · Sponsored by Isaacson Miller, Inc. · Massachusetts · Administrative & Support Services

$31M in assets, 284 participants

Isaacson Miller, Inc.'s Isaacson Miller, Inc. Employee Stock Ownership Plan reported $31M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #3,915 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

Isaacson Miller, Inc. Employee Stock Ownership Plan covers 284 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.

#3,915
in Administrative & Support Services (4,372 peers)
+22.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Isaacson Miller, Inc. Employee Stock Ownership Plan's outsized position by total assets

Isaacson Miller, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$30,611,648 Top 21% higher than 79% 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 Miller, Inc. Employee Stock Ownership 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. Isaacson Miller, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isaacson Miller, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Isaacson Miller, Inc. Employee Stock Ownership Plan reported participants rose from 231 in the plan year 2022 filing to 284 in the plan year 2023 filing.
  • Isaacson Miller, Inc. Employee Stock Ownership Plan end-of-year assets rose from $25M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043061714 · Isaacson Miller, Inc. PY 2023 · ESOP

Isaacson Miller, Inc. Employee Stock Ownership Plan · $31M · 284 · 79th

  • BOY $31M
  • SCH 284
  • EBSA 79th
  • PART ESOP
  • TYPE near Mcabee Construction, Inc. ESOP
  • NET ind #3915

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 What is an ESOP? → · Plans in Massachusetts →

Isaacson Miller, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Southern Refrigeration Corporation Employee Stock Ownership PlanSouthern Refrigeration Corpo…$31MIsaacson Miller, Inc. Employee Stock Ownership PlanIsaacson Miller, Inc. Employ…$31MMcabee Construction, Inc. ESOPMcabee Construction, Inc. ES…$31MBettcher Industries, Inc. Employee Stock Ownership PlanBettcher Industries, Inc. Em…$31MInfoworks Employee Stock Ownership Plan and TrustInfoworks Employee Stock Own…$31M
End-of-year total assets ($M) among Isaacson Miller, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN043061714
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isaacson Miller, Inc.)

Sponsor-wide plan assets over time

All Isaacson Miller, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 26.747623885536516% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $61M $77.3M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 462 $61M
2023 2 551 $73M
2024 2 526 $77M

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Isaacson Miller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600800 Total assets ($M) Participants Isaacson Miller, Inc. Employee Stock Ownership Plan, Total assets ($M): 30.611648 · Participants: 284Isaacson Miller, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Isaacson Miller, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Isaacson Miller, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Isaacson Miller, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Mcabee Construction, Inc. ESOP in AL ($31M); by covered participants it is Rettew Employee Stock Ownership Plan Trust in PA (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Miller, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Isaacson Miller, Inc. Employee Stock Ownership Plan grew sharply - up 22.4% during 2023, from $25M to $31M. Reported net income was $6M.
How have Isaacson Miller, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isaacson Miller, Inc.'s sponsor-wide assets grew 26.7%, from $61M to $77M.
Where does Isaacson Miller, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Isaacson Miller, Inc. Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Isaacson Miller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcabee Construction, Inc. ESOP in AL ($31M, 81 participants).
Which ESOP plans cover a similar participant headcount to Isaacson Miller, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rettew Employee Stock Ownership Plan Trust in PA (284 participants, $16M 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 043061714.

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.